Meal Expenditure Typesopen_in_new
2023-10-13
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Clarified expenditure type use for the purpose of a business meal or employee morale meal.
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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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.
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announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-09-08
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Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.
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Deposit Cash and Checksopen_in_new
2023-09-05
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Clarified types of checks accepted for mobile app and branch deposit
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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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Deposit Cash and Checksopen_in_new
2023-08-02
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Updated requirement for mailing address when requesting new check endorsement stamp.
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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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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
Deposit Cash and Checksopen_in_new
2023-07-21
Updated types of checks accepted and clarified reasons for returned checks
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