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Excellence in Financial Stewardship | Issue 4

2022-02-10

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

Newsletter
Receivables

2021-12-01

New overview of how the various types of receivables collected by the university are managed.

Update
Contacts for Non-Sponsored Funding by School and Department

2021-11-23

Refreshed school listings, updated contacts, expanded phone numbers and added managers.

Update
Endowments

2021-11-18

Updated content in Annual Payout Rate section

Update
Balance Sheet Account Balance Reconciliation and Attestation Schedule

2021-11-15

2022 schedule of dates updated

Update
Excellence in Financial Stewardship | Issue 3

2021-10-27

This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.

Newsletter
Clearing of Organization Suspense Accounts (OSA)

2021-09-22

Published new FY22 deadlines.

Update
FMS Client Satisfaction Survey

2021-09-22

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
Month-End Close Deadlines

2021-09-22

Published new FY22 deadlines.

Update
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update

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Excellence in Financial Stewardship | Issue 4

Receivables

Contacts for Non-Sponsored Funding by School and Department

Endowments

Balance Sheet Account Balance Reconciliation and Attestation Schedule

Excellence in Financial Stewardship | Issue 3

Clearing of Organization Suspense Accounts (OSA)

FMS Client Satisfaction Survey

Month-End Close Deadlines

OBI Dashboard: Revenue and Fund Management (RFM)