Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
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Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2022-06-08
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Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).
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update
Donor Giftsopen_in_new
2022-05-13
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Added new excise tax report information
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update
Other Financial Reportsopen_in_new
2022-05-09
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Publish new report Excise Tax.
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update
Proper Use of Fundsopen_in_new
2022-04-29
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Completely updated guidance and content.
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update
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-30
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Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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update
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-11
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Updated March 2022 OSA sweep deadline (extended to April 15).
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update
Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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newsletter
Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
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This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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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.
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announcement