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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...

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.

FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.

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

As part of ongoing efforts to support a competitive supplier selection process, Stanford Financial Management Services (FMS) has updated the Single/Sole Source Justification (SSJ) form. University policy requires that the purchase of products or services be by competition between suppliers to the...

Continuous improvements to the Accounts Payable (AP) invoice holds workflow functionality and system notifications in response to feedback from the fall 2021 FMS Client Satisfaction Survey.

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

Over the past year, Stanford Financial Management Services (FMS) focused on providing the financial community with the tools and knowledge needed to support financial stewardship of all our university resources. The efforts also built a common understanding of the key requirements around all our...

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.