Inviting and Paying Foreign Visitorsopen_in_new
Updated visitor categories and associated guidance.
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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 -
OBI Dashboard: Revenue and Fund Management (RFM)open_in_new
Added Launch buttons for each RFM report
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Incoming Wire Transfers and ACH Paymentsopen_in_new
Remove task of notifying Cash Mgt of incoming wires, yet funds will still need to be claimed and booked.
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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 -
Cash Management now available on Stanford Services and Support
Improving Cash Management Services
As announced, the Office of the Treasurer (OOT) initiative to redirect internal questions and requests from its legacy shared email boxes to Stanford Services and Support portal (powered by ServiceNow) is complete. After August 31, 2021 these email boxes will be sunsetted. (Updated 7/22/21) Why this...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 -
Visitor Travel Policy Letter Templateopen_in_new
A new resource to help departments invite visitors.
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Users Praise Redesigned Fingate Website
Fingate's user-centered redesign improved the website's functionality and received positive feedbackAnnouncement -
Commitment Management System (CMS)open_in_new
The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.
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