Contractsopen_in_new
2023-07-28
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Updated the SOW contract type in the Contract Types section
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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
Request Rush and Will Call Paymentsopen_in_new
2023-07-28
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The How to is updated with new options for Will Call.
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Set Up iProcurement Preferences for Deliver-To Location, Allocations and Approversopen_in_new
2023-07-28
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Updated due to removal of Shopping options in Preferences
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Lodgingopen_in_new
2023-07-25
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Removed lodging maximums before April 12, 2023; organized maximums table by rate and location
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update
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
Airfareopen_in_new
2023-07-21
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In "Travel Period" clarified language about time zone exception to say "or when traveling through eight or more time zones"
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update
Deposit Cash and Checksopen_in_new
2023-07-21
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Updated types of checks accepted and clarified reasons for returned checks
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update
Verify PCard Transactionsopen_in_new
2023-07-21
How To Verify PCard Transactions updated with new PCard Enhancements.
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update