Year-End Close: 2023 Reminders and Deadlines
2023-05-31
-
It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
collections_bookmark
announcement
Bank Closure/Takeover Impacts and Resources
2023-05-02
-
This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
collections_bookmark
announcement
Year-in-Review: Resources Supporting Financial Stewardship
2023-05-02
-
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...
collections_bookmark
announcement
Turning Feedback Into Action
2023-02-01
-
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.
collections_bookmark
announcement
Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
-
With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
collections_bookmark
announcement
Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
-
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.
collections_bookmark
announcement
Change to PCard and TCard Delivery as of September 1
2022-09-12
-
In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
collections_bookmark
announcement
Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
-
The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
-
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.
collections_bookmark
newsletter
SmartMart Contracts - A New Way to Manage Procurement Contracts
2022-03-15
The Contracts Process will now begin in SmartMart Contracts, rather than iProcurement Non-Catalog, for all procurement transactions that require Stanford signature (including zero dollar agreements).
collections_bookmark
announcement