Expenditure Type and Object Code Updatesopen_in_new
2023-09-08
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Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.
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update
Cardinal Planning & Budgeting Project
2023-08-28
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Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
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announcement
Revenue Object Codes (46XXX)open_in_new
2023-08-10
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Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
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update
Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
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Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
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update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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announcement
Clearing of Aging Transactionsopen_in_new
2023-07-10
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Added FY 2024 Aging Transactions Clearing Deadlines
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update
Donor Giftsopen_in_new
2023-06-29
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Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
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update
Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
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Updated: "Changes to Existing Expenditure Types and Object Codes" section.
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update
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
Updated OSA sweep deadline for transactions posted through 8/31/23.
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update