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  • Bank Closure Impacts and Resources

    This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
    Announcement

  • Organizational Hierarchy Project

    Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.

    The university’s financial account structure identifies each organization by a four-character alphabetical org code. Stanford University Org Code Hierarchy is an administrative tool that enables effective governance of this structure by defining parent-child organizational relationships and group...
    Announcement

  • Turning Feedback Into Action

    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.
    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

  • 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

  • Release Invoice Holdsopen_in_new

    A revised version of "How To Release the Most Common Invoice Holds" has been added to Fingate as, "How To Release Invoice Holds"

    Update