Cardinal Planning & Budgeting Project
2025-02-28
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(Original article published Aug. 28, 2023.) 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 initiative...
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Change Roadmap: Upcoming Projects and Enhancements
2025-02-28
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This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
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Create Expense Report for SU Payeesopen_in_new
2025-02-08
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New information including updates to Beneficiary Information in How To Create Expense Report for SU Payees
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Create Expense Report for SU Payeesopen_in_new
2024-11-15
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Replaced all Policy: Airfare, Business Meal, Travel Meal and Student Travel references to state Topic Overviews.
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Accounting rates for the Graduate Cardinal Care Subsidyopen_in_new
2024-08-30
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FY25 rates now available
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Create Expense Report for SU Payeesopen_in_new
2024-08-30
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Updated details for Expense Dates
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Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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The following information is for FY24. Please check back in June 2025 for highlighted FY25 YEC dates. 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...
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Continuous Improvements to Fingate
2024-02-22
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FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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Bank Closure/Takeover Impacts and Resources
2023-05-02
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This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
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Organization Code Hierarchy Tool Project
2023-02-21
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...
Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
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