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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    Announcing the new PTAC Closeout functionality to PTA Manager.

    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...
    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

  • Donor Giftsopen_in_new

    Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.

    Update

  • Excellence in Financial Stewardship | Issue 8open_in_new

    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.
    Newsletter

  • Year-End Close: 2023 Reminders and Deadlines

    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 fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
    Announcement

  • Stanford Transitioning from Certain to Cvent for Events Management

    Certain will be sunsetting on October 25, 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