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

    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

    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

  • Bank Closure Impacts and Resources

    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

    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

  • Organizational Hierarchy Project

    Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.

    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...
    Announcement

  • Turning Feedback Into Action

    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.
    Announcement

  • Enhancements to Support the Supplier Setup Process

    Enhancements to Support the Supplier Setup Process

    Based on feedback received from the 2021 Client Satisfaction Survey, FMS is making a number of improvements to the systems, resources and guidance related to supplier setup. Technology Enhancement: Increased Visibility to Setup Process A top theme in the survey was a desire for increased...
    Announcement

  • Purchasing and Contracts Updates and Hot Topics

    The Procurement Services department within Financial Management Services is committed to purchasing practices and policies that are compliant, responsible and appropriately support the university's goals and mission. Accordingly, those who are making purchases on behalf of or doing business with the...
    Announcement

  • PTA Manager Enhancement: Closing Non-Sponsored PTAs

    The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.

    PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...
    Announcement

  • Protect Your Purchasing Card and Travel Card from Fraud over Winter Close

    The COVID-19 pandemic accelerated the adoption of virtual and contactless ways of working, but unfortunately payment fraud perpetrated by external parties, including credit card theft, has also increased and became more sophisticated during the pandemic. From 2020 to 2021, consumer fraud increased...
    Announcement