Cardinal Planning & Budgeting Project
2023-08-28
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Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
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announcement
Streamlined Delivery and Pick Up Options for Will Call Payments
2023-07-31
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Effective July 31, 2023, a streamlined process and tools will make it easier to receive Will Call check payments for purchase order invoices and Expense Requests transactions. About the new process After a Will Call payment is requested for an Expense Requests transaction or a purchase order invoice...
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announcement
Contractsopen_in_new
2023-07-28
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Updated the SOW contract type in the Contract Types section
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update
Clearing of Aging Transactionsopen_in_new
2023-07-10
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Added FY 2024 Aging Transactions Clearing Deadlines
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update
Donor Giftsopen_in_new
2023-06-29
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Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
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update
Purchase Order Processopen_in_new
2023-06-23
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Updated the Preparer and Procurement Finally Close the Purchase Order section
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update
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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newsletter
New Course Now Required to Access iProcurement
2023-06-22
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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
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announcement
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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update
Single/Sole Source Justification Formopen_in_new
2023-06-09
Updated the Single/Sole Source Justification (SSJ) form
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update