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  • 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

  • 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

  • Continuous Improvements to Fingate

    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.
    Announcement

  • PTA Maintenance Enhancement Project

    The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu

    The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
    Announcement

  • Improvements to PCard and TCard Application and Maintenance Launched February 14

    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...
    Announcement

  • PCard: Purpose and Recently Clarified Guidance

    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...
    Announcement

  • Employee Gift Policy Updated

    Employee Gifts: Interim Policy

    Employee Gifts: Interim Policy Until further notice, there is an interim policy in place with regard to the taxable limit for personal gifts. The COVID-19 interim policy is permitted only when allowed by the unit policy and the current budget. Types of gifts and current policies: Service milestone...
    Announcement