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  • Learn More About eReceipts with Live Events and Updated Resources

    The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
    Announcement
  • PTA Maintenance Enhancement Project

    The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu

    The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
    Announcement
  • Turning Feedback Into Action

    FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
    Announcement
  • Improvements to PCard and TCard Application and Maintenance Launched February 14

    On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
    Announcement
  • FMS Client Satisfaction Survey

    The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.
    Announcement
  • New Digital Payments Option Streamlines Visitor Travel Reimbursements

    Digital Payments, a new payment option in the Expense Requests System (ERS), is a secure and efficient way to reimburse visitors for their travel expenses. Launched on June 21 as the first phase of the Alternative Payments Solution project, Digital Payments was developed to simplify and enhance the...
    Announcement
  • July 19 ERS updates to Late Submissions and Airfare Details

    In an ongoing effort to improve the Expense Requests System (ERS) and its ability to meet the needs of the university, starting July 19 there will be several changes to how expense requests are reported. New information will be required when submitting an expense report more than 60 days after the...
    Announcement
  • New Resources and Process to Manage Aging Transactions

    Financial Management Services (FMS) continually monitors the financial ecosystem for opportunities to reduce risk and support excellence in financial stewardship. As part of this effort, FMS conducted an assessment in May 2020 of Purchasing Card (PCard), Travel Card (TCard) and Advance transactions...
    Announcement
  • Alternative Payments Solution Project

    The Alternative Payments Solution project provides an easier, faster, more efficient and secure way to reimburse Stanford visitors for their expenses. The project replaces the time-consuming payee setup process in Stanford's Supplier Payee and Request tool. The new solution allows visitors to...
    Announcement