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This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.Newsletter
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Bank Closure Impacts and Resources
This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.Announcement -
Expenditure Type and Object Code Updatesopen_in_new
Updated three sections: new expenditure types, new object codes, and changes to existing expenditure types and object codes.
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Organizational Hierarchy Project
Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.
Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information...Announcement -
Cash and Check Deposit Enhancements
This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
Financial Management Services (FMS) is supporting current improvements to how cash and checks are deposited while developing other enhancements to these processes and systems for future roll out across the university. These changes primarily affected CASHNet processes used by the campus community...Announcement -
Deposit Cash and Checksopen_in_new
Deposit methods changed. Interim lockbox for checks will be retired.
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Turning Feedback Into Action
FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.Announcement -
PTA Manager Enhancement: Closing Non-Sponsored PTAs
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 -
Bank Accounts and Servicesopen_in_new
Clarification on the transfer of funds as well as management of bank accounts
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Deposit Cash and Checksopen_in_new
Added deposit email details, internal control measures, and refreshed deposit guidelines
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