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PTA Manager Enhancement: Closing Non-Sponsored PTAs

2022-12-15

The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.

PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...

Announcement
Managing Aging and Outstanding Expense Transactions

2022-11-22

Updated instructions in "What to do after a Transaction is force cleared" to clarify what to do during transition from CASHNet

Update
Accounting for Increased Graduate Cardinal Care Subsidy

2022-11-11

New resource to support managing graduate Cardinal Care subsidy.

Update
Clearing of Aging Transactions

2022-11-08

Added Force Clear timeline images for FY23 Q1 and entire year

Update
Continuous Improvements to Fingate

2022-10-20

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
Clearing of Aging Transactions

2022-10-18

Added Fiscal Year 2023 deadlines

Update
Maintain Approval Authority: Take the Approving Financial Transactions Course

2022-10-01

Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.

Announcement
Create Expense Report for SU Payees

2022-07-13

Information about eReceeipts has been added to How to Create Expense Report for SU Payees

Update
New OBI Report: Salary, Fringe, and Indirect Cost by Employee

2022-07-11

Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...

Announcement
Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update

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PTA Manager Enhancement: Closing Non-Sponsored PTAs

Managing Aging and Outstanding Expense Transactions

Accounting for Increased Graduate Cardinal Care Subsidy

Clearing of Aging Transactions

Continuous Improvements to Fingate

Clearing of Aging Transactions

Maintain Approval Authority: Take the Approving Financial Transactions Course

Create Expense Report for SU Payees

New OBI Report: Salary, Fringe, and Indirect Cost by Employee

Purpose and Use of Org Codes