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  • Change Roadmap: Upcoming Projects and Enhancements

    2024-02-23
    This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
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  • Continuous Improvements to Fingate

    2024-02-22
    FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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  • Stanford Transitioning from Certain to Cvent for Events Management

    2023-10-25
    Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
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  • Merchant Services Transformation Project

    2023-08-01
    Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
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  • Cash and Check Deposit Enhancements

    2023-07-24
    The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community... This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
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  • Suspense Account Query Tool Project

    2023-06-08
    Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.
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  • Year-End Close: 2023 Reminders and Deadlines

    2023-05-31
    It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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  • Organization Code Hierarchy Tool Project

    2023-02-21
    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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  • Turning Feedback Into Action

    2023-02-01
    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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  • Labor Schedules Notifications Enhancement Project

    2023-01-06
    Stanford Financial Management Services has partnered with University IT to update Labor Schedules (LS) email notification functionality and distribution to improve user experience and reduce administrative burden for LS system users, which comprise labor schedulers, labor distribution adjusters, and... The Labor Schedules (LS) system's email notification functionality and distribution will be enhanced to improve user experience and reduce administrative burden.
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