Cost Transfer Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Clearing of Aging Transactionsopen_in_new
Updated introductory paragraphs, including what to do after force clearing
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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Managing Aging and Outstanding Expense Transactionsopen_in_new
Added link and screenshots of new Advances-Force Cleared OBI report
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Accounts Payable (AP) Default PTAsopen_in_new
Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs
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Clearing of Aging Transactionsopen_in_new
Force Clearing timeline for Q2 of Fiscal Year 2022 added to page
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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Excellence in Financial Stewardship | Issue 4open_in_new
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.Newsletter -
FMS Client Satisfaction Survey
The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.Announcement -
Best Practices for Processing Donor Gifts
The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.Announcement
