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
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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.
Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information...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.
Financial Management Services (FMS) is supporting current improvements to how cash and checks are deposited while developing other enhancements to these processes and systems for future roll out across the university. These changes primarily affected CASHNet processes used by the campus community...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 -
Mobile Deposit Application Redesigned
Wells Fargo updated their Commercial Electronic Office (CEO) Mobile Deposit platform for mobile check deposits in March 2022 with a new look and feel. Departments across Stanford use the Wells Fargo app to deposit paper checks using the CEO service. Employees can use the camera on their iPhone and...Announcement -
PTA Maintenance Enhancement Project
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...Announcement -
FMS Client Satisfaction Survey
The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.Announcement -
Cash Management now available on Stanford Services and Support
Improving Cash Management Services
As announced, the Office of the Treasurer (OOT) initiative to redirect internal questions and requests from its legacy shared email boxes to Stanford Services and Support portal (powered by ServiceNow) is complete. After August 31, 2021 these email boxes will be sunsetted. (Updated 7/22/21) Why this...Announcement
