Winter Closure Information
2024-11-05
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In accordance with the 2024-25 winter closure schedule , Stanford University will be officially closed for regular business from Monday, Dec. 23, 2024 through Friday, Jan. 3, 2025. Normal business hours will resume Monday, Jan. 6, 2025. All hours listed are in Pacific Time (PT) unless noted. This...
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Cardinal Planning & Budgeting Project
2024-09-11
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See the Known System Issues section below for pending and resolved system issues. (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...
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Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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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; it includes five distinct closing stages of activities as shown below. This news page...
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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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Tax Reminders and Resources
2023-12-07
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New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season.
Get help with questions about tax dates and documents.
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Updated Employment Verification Process and Form I-9
2023-08-10
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Federal law requires that every employer who recruits, refers for a fee, or hires an individual for employment in the U.S. must complete Form I-9, Employment Eligibility Verification. This article outlines recent changes to the federal Form I-9 and the university's verification process to help...
This article outlines recent changes to the federal Form I-9 and the university’s verification processes to help departments verify their employee's identity and employment authorization.
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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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.
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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
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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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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.
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