Tax Compliance at Stanfordopen_in_new
2023-09-05
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Added information on property tax exemption and tax-exempt bond financing.
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Revenue Object Codes (46XXX)open_in_new
2023-08-10
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Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
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update
Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
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Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
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update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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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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announcement
Cash and Check Deposit Enhancements
2023-07-24
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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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announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
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Updated: "Changes to Existing Expenditure Types and Object Codes" section.
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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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newsletter
Expenditure Type and Object Code Updatesopen_in_new
2023-06-13
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Updated "New Expenditure Types" and "Changes to Existing Expenditure Types and Object Codes" sections.
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update
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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announcement
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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announcement