Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
-
Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
collections_bookmark
update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
-
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.
collections_bookmark
announcement
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.
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
-
Updated: "Changes to Existing Expenditure Types and Object Codes" section.
collections_bookmark
update
Purchase Order Processopen_in_new
2023-06-23
-
Updated the Preparer and Procurement Finally Close the Purchase Order section
collections_bookmark
update
New Course Now Required to Access iProcurement
2023-06-22
-
The purchase of goods and services plays a big part in helping to achieve the university’s mission. Faculty and staff who make purchases have a key role in stewarding the university’s resources. Stanford Financial Management Services (FMS) recently launched FIN-0420: Preferred Purchasing Methods to...
New FIN-0420: Preferred Purchasing Methods course now required to access iProcurement
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-06-13
-
Updated "New Expenditure Types" and "Changes to Existing Expenditure Types and Object Codes" sections.
collections_bookmark
update
Single/Sole Source Justification Formopen_in_new
2023-06-09
-
Updated the Single/Sole Source Justification (SSJ) form
collections_bookmark
update
Enhancements to increase procurement efficiency
2023-06-05
-
Procurement Services, part of Stanford Financial Management Services (FMS), continuously examines opportunities to enhance processes or provide new solutions to support purchasing activities for the university while maintaining financial stewardship excellence. Areas of opportunity under review are...
collections_bookmark
announcement
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...
collections_bookmark
announcement