Cardinal Planning & Budgeting Project
2023-08-28
-
Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
collections_bookmark
announcement
Clearing of Aging Transactionsopen_in_new
2023-07-10
-
Added FY 2024 Aging Transactions Clearing Deadlines
collections_bookmark
update
Donor Giftsopen_in_new
2023-06-29
-
Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
collections_bookmark
update
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
-
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.
collections_bookmark
newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
-
Updated OSA sweep deadline for transactions posted through 8/31/23.
collections_bookmark
update
Suspense Account Query Tool Project
2023-06-08
-
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 look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense...
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.
collections_bookmark
announcement
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
-
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...
collections_bookmark
announcement
Bank Closure/Takeover Impacts and Resources
2023-05-02
-
This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
collections_bookmark
announcement
Managing Aging and Outstanding Expense Transactionsopen_in_new
2023-05-01
-
Added note: Starting in May 2023, the JP Morgan (JPM) mobile app replaces the Wells Fargo mobile app for depositors.
collections_bookmark
update
Create Expense Report for SU Payeesopen_in_new
2023-03-29
New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.
collections_bookmark
update