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  • Suspense Account Query Tool Project

    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.

    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 determine their organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the...
    Announcement

  • Cash and Check Deposit Enhancements

    This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.

    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 roll out across the university. These changes primarily affected CASHNet processes used by the campus community but...
    Announcement

  • Stanford Transitioning from Certain to Cvent for Events Management

    Certain will be sunsetting in October 2023 when the current contract expires. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. The project...
    Announcement

  • Organization Code Hierarchy Tool Project

    Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.

    Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information...
    Announcement

  • Turning Feedback Into Action

    FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
    Announcement

  • Continuous Improvements to Fingate

    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.
    Announcement