Change Roadmap: Upcoming Projects and Enhancements
2024-04-12
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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.
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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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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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Creating Opportunities through the Supplier Diversity Initiative
2023-09-22
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Suppliers play a critical role in enabling the university to realize its mission and live its values. Given the critical role of the supplier and Stanford's decentralized purchasing approach which allows individual departments to make purchasing decisions that are tailored to their specific needs...
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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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Streamlined Delivery and Pick Up Options for Will Call Payments
2023-07-31
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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...
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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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Enhancements to increase procurement efficiency
2023-06-05
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Procurement Services, part of Stanford Financial Management Services (FMS), continuously examines opportunities to enhance processes or provide new solutions to support purchasing activities for the university while maintaining financial stewardship excellence. Areas of opportunity under review are...
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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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...
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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.
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