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  • Change Roadmap: Upcoming Projects and Enhancements

    2024-02-23
    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
  • 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
  • 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
  • PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads

    2023-07-28
    In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that... Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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  • 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.
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  • Year-End Close: 2023 Reminders and Deadlines

    2023-05-31
    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.
    collections_bookmark    announcement
  • Organization Code Hierarchy Tool Project

    2023-02-21
    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... Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
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  • Turning Feedback Into Action

    2023-02-01
    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.
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  • Wells Fargo Mobile Deposit Application

    2022-05-03
    Select departments across Stanford use the Wells Fargo mobile app to deposit paper checks using the Vantage (formerly Commercial Electronic Office CEO) service. Department depositors with a dedicated location code use the Wells Fargo app and tools, such as desktop scanners and the WF Vantage portal...
    collections_bookmark    announcement