Change Roadmap: Upcoming Projects and Enhancements
2024-04-12
-
This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
-
This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
collections_bookmark
newsletter
Continuous Improvements to Fingate
2024-02-22
-
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.
collections_bookmark
announcement
Continuous Improvements to the Invoice Hold Resolution Process
2024-02-20
-
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.
collections_bookmark
announcement
Stanford Transitioning from Certain to Cvent for Events Management
2023-10-25
-
Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
collections_bookmark
announcement
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
-
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.
collections_bookmark
announcement
Cardinal Planning & Budgeting Project
2023-08-28
-
Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
collections_bookmark
announcement
Merchant Services Transformation Project
2023-08-01
-
Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
collections_bookmark
announcement
Streamlined Delivery and Pick Up Options for Will Call Payments
2023-07-31
-
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...
collections_bookmark
announcement
Cash and Check Deposit Enhancements
2023-07-24
The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community...
This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
collections_bookmark
announcement