Year-End Close: Reminders and Deadlines
2024-07-22
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The following information is for FY24. Please check back in June 2025 for highlighted FY25 YEC dates. 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...
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announcement
Clearing of Aging Transactionsopen_in_new
2024-07-15
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Added FY 2025 aging transactions clearing deadlines
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update
Excellence in Financial Stewardship | Issue 11open_in_new
2024-07-11
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This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.
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Fund Transfersopen_in_new
2024-07-08
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Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).
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update
Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
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This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
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newsletter
Continuous Improvements to Fingate
2024-02-22
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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.
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announcement
Excellence in Financial Stewardship | Issue 9open_in_new
2023-11-16
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This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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announcement
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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newsletter
Suspense Account Query Tool Project
2023-06-08
Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense...
On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.
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