Month-End Close Deadlinesopen_in_new
2023-09-13
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Updated month-end close deadlines for FY24.
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Clearing of Aging Transactionsopen_in_new
2023-07-10
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Added FY 2024 Aging Transactions Clearing Deadlines
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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Suspense Account Query Tool Project
2023-06-08
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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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announcement
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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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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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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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
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
Resolving Aging Expense Requestsopen_in_new
2023-01-17
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In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
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update
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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