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Excellence in Financial Stewardship | Issue 7

2023-03-23

This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.

Newsletter
WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

2023-03-22

In response to a recent Financial Management Services (FMS) Learner Needs Analysis and iProcurement usability feedback from our 2021 Client Satisfaction Survey, FMS recognizes the need for “just in time” training for our user community. To that end, the FMS Financial Learning Solutions team is...

Announcement
Change to iProcurement Access: New Course Supports Preferred Purchasing at Stanford

2023-03-21

FMS released updated resources to support purchasers in early 2022.

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...

Announcement
Categories of Purchases

2023-03-16

Updated Employee Gifts section.

Update
Bank Closure Impacts and Resources

2023-03-13

This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.

Announcement
Change Roadmap: Upcoming Projects and Enhancements

2023-03-09

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.

Announcement
Award Types

2023-03-03

Updated many award type titles and descriptions.

Update
Purchase Order Process

2023-03-01

Added a new section that provides best practices for Standard Blanket purchase orders.

Update
Responsible Purchasing

2023-03-01

Made comprehensive content updates.

Update
Change a Standard Non-Catalog Purchase Order (Create Change Order)

2023-02-24

Added information in the How To Change PTA, Add Funds, Change Expenditure Type details.

Update

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Excellence in Financial Stewardship | Issue 7

WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

Change to iProcurement Access: New Course Supports Preferred Purchasing at Stanford

Categories of Purchases

Bank Closure Impacts and Resources

Change Roadmap: Upcoming Projects and Enhancements

Award Types

Purchase Order Process

Responsible Purchasing

Change a Standard Non-Catalog Purchase Order (Create Change Order)