PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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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.
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Continuous Improvements to Fingate
2023-06-29
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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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Donor Giftsopen_in_new
2023-06-29
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Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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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. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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Turning Feedback Into Action
2023-02-01
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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.
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Donor Giftsopen_in_new
2022-05-13
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Added new excise tax report information
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Other Financial Reportsopen_in_new
2022-05-09
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Publish new report Excise Tax.
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Proper Use of Fundsopen_in_new
2022-04-29
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Completely updated guidance and content.
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update
FMS Client Satisfaction Survey
2021-09-22
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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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Users Praise Redesigned Fingate Website
2021-04-22
Fingate's user-centered redesign improved the website's functionality and received positive feedback
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