Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
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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.
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announcement
New OBI Report: Salary, Fringe, and Indirect Cost by Employee
2022-07-11
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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...
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announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
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This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.
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PTA Maintenance Enhancement Project
2022-04-25
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The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
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announcement
Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
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This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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FMS Client Satisfaction Survey
2021-09-22
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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.
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announcement
Excellence in Financial Stewardship | Issue 2open_in_new
2021-06-09
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This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.
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newsletter
Excellence in Financial Stewardship | Issue 1open_in_new
2021-02-24
This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.
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