New OOD Guidance to manage Small Gift Balances
2025-05-01
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A recent OOD memo provides guidance on managing gift awards with small balances, resulting in the ability for schools and units to transfer small fund balances (fund balances that are $100 or less) in order to close out gift funds. What is changing? In addition to the current cases where a donor...
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announcement
Change Roadmap: Upcoming Projects and Enhancements
2025-02-28
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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.
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announcement
Deposit Cash and Checksopen_in_new
2025-02-10
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Expanded options on claiming and allocating unidentified receipts and branch deposits to PTAs/PFOs.
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update
Expanded claim options enhance efficiency when managing deposits and receipts
2025-02-03
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To assist departments in more efficiently managing incoming university receipts, the Office of the Treasurer (OOT) within Financial Management Services (FMS) continues to enhance how cash, checks, wires, and other electronic receipts are processed in Oracle Financials. Departments can now have...
Expanded claim and allocation options for incoming funds available in February
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announcement
Winter Closure Informationopen_in_new
2024-12-10
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Updated Invoice Payments section
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update
Winter Closure Information
2024-11-05
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In accordance with the 2024-25 winter closure schedule , Stanford University will be officially closed for regular business from Monday, Dec. 23, 2024 through Friday, Jan. 3, 2025. Normal business hours will resume Monday, Jan. 6, 2025. All hours listed are in Pacific Time (PT) unless noted. This...
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announcement
Fund Transfersopen_in_new
2024-11-01
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Added the descriptions of the journal justification fields that should contain the WHO, WHAT, WHERE, WHY, WHEN information.
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update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2024-09-27
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FY25 OSA sweep deadlines published.
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update
Year-End Close: Reminders and Deadlines
2024-07-22
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The following information is for FY24. Please check back in June 2025 for highlighted FY25 YEC dates. 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...
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announcement
Excellence in Financial Stewardship | Issue 11open_in_new
2024-07-11
This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.
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