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
Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
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Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.
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New OBI Report: Salary, Fringe, and Indirect Cost by Employee
2022-07-11
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Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
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announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
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This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.
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New Resources to Support Financial Approvers
2022-04-29
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A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
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Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
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On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
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Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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PCard: Purpose and Recently Clarified Guidance
2022-02-03
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The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
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Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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