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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    Announcing the new PTAC Closeout functionality to PTA Manager.

    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...
    Announcement

  • Cash and Check Deposit Enhancements

    This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.

    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...
    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

  • Donor Giftsopen_in_new

    Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.

    Update

  • Excellence in Financial Stewardship | Issue 8open_in_new

    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.
    Newsletter