Year-End Close: 2024 Reminders and Deadlines
2024-07-22
-
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; it includes five distinct closing stages of activities as shown below. This news page...
collections_bookmark
announcement
Continuous Improvements to Fingate
2024-02-22
-
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.
collections_bookmark
announcement
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
-
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.
collections_bookmark
announcement
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
Excellence in Financial Stewardship | Issue 7open_in_new
2023-03-23
-
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.
collections_bookmark
newsletter
Turning Feedback Into Action
2023-02-01
-
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.
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
-
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
collections_bookmark
newsletter
Excellence in Financial Stewardship | Issue 3open_in_new
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.
collections_bookmark
newsletter
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.
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 1open_in_new
2021-02-24
This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.
collections_bookmark
newsletter