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November and December 2023 updates: One new expenditure type, two new object codes, and two changes to existing object codes.

Two new object codes, one new financial statement line, and two changes to existing object codes (see second to last section).

This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.

Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...

Updated text for 52210 - Employee Gifts and 52240 - Employee Morale

Clarified expenditure type use for the purpose of a business meal or employee morale meal.

Release of CardinalPay back-end accounting automation.

Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables... Announcing the new PTAC Closeout functionality to PTA Manager.

Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.

Clarified types of checks accepted for mobile app and branch deposit