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  • New Deposits and Receipts Manager System

    2024-02-23
    The Office of the Treasurer (OOT) within Financial Management Services (FMS) is responsible for ensuring that funds for Stanford that are received through the banking system post accurately and as timely as possible to the General Ledger. To assist departments with efficient deposit practices, OOT...
    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
  • Cardinal Planning & Budgeting Project

    2023-08-28
    Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management featuring the development of the new Cardinal Planning &...
    collections_bookmark    announcement
  • 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.
    collections_bookmark    announcement
  • Excellence in Financial Stewardship | Issue 8open_in_new

    2023-06-22
    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.
    collections_bookmark    newsletter
  • Suspense Account Query Tool Project

    2023-06-08
    Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.
    collections_bookmark    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.
    collections_bookmark    announcement