Year-in-Review: Resources Supporting Financial Stewardship
2023-05-02
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Over the past year, Stanford Financial Management Services (FMS) focused on providing the financial community with the tools and knowledge needed to support financial stewardship of all our university resources. The efforts also built a common understanding of the key requirements around all our...
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announcement
Managing Aging and Outstanding Expense Transactionsopen_in_new
2023-05-01
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Added note: Starting in May 2023, the JP Morgan (JPM) mobile app replaces the Wells Fargo mobile app for depositors.
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Delivering Goods and Services to Stanfordopen_in_new
2023-04-28
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Updated the Shipping and Delivery Instructions section
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Organization Code Hierarchy Tool Project
2023-02-21
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Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information...
Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
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announcement
Purchase Order Terms and Conditionsopen_in_new
2023-02-02
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Updated the Business Associate Addendum (BAA)
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Turning Feedback Into Action
2023-02-01
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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.
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announcement
Enhancements to Support the Supplier Setup Process
2023-01-30
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Based on feedback received from the 2021 Client Satisfaction Survey, FMS is making a number of improvements to the systems, resources and guidance related to supplier setup. Technology Enhancement: Increased Visibility to Setup Process A top theme in the survey was a desire for increased...
Enhancements to Support the Supplier Setup Process
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Setting Up a New Supplier or Visitor Payeeopen_in_new
2023-01-30
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Added new Resource: Supplier or Visitor Payee Request Statuses Fingate page
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View Pending Supplier or Payee Requestsopen_in_new
2023-01-27
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Changes have been made to View Pending Supplier or Payee Requests and the page now refers to the new list of Supplier Statuses
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Supplier or Visitor Payee Request Statusesopen_in_new
2023-01-19
Created a new Resource page for supplier or visitor payee request statuses.
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