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Merchant Services Fall 2021

2021-09-15

Topics include MS Project Updates, Operational Reminders, and Trainings

Newsletter
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Incoming Wire Transfers and ACH Payments

2021-09-07

Remove task of notifying Cash Mgt of incoming wires, yet funds will still need to be claimed and booked.

Update
Cash Management now available on Stanford Services and Support

2021-08-01

Improving Cash Management Services

As announced, the Office of the Treasurer (OOT) initiative to redirect internal questions and requests from its legacy shared email boxes to Stanford Services and Support portal (powered by ServiceNow) is complete. After August 31, 2021 these email boxes will be sunsetted. (Updated 7/22/21) Why this...

Announcement
Best Practices for Processing Donor Gifts

2021-06-09

The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.

Announcement
Excellence in Financial Stewardship | Issue 2

2021-06-09

This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.

Newsletter
Bank Accounts and Services

2021-05-28

New service form links added to process Cash Management, Bank Account Changes, Mobile Deposit Access, and Claim Funds requests.

Update