Expenditure Type and Object Code Updatesopen_in_new
Updated three sections: new expenditure types, new object codes, and changes to existing expenditure types and object codes.
Update
Filter by
RESET-
-
Organizational Hierarchy Project
Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.
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...Announcement -
Turning Feedback Into Action
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.Announcement -
Searchable OBI Financial Reporting Directoryopen_in_new
Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
Update -
PTA Manager Enhancement: Closing Non-Sponsored PTAs
The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.
PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...Announcement -
Continuous Improvements to Fingate
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.Announcement -
Purpose and Use of Org Codesopen_in_new
Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.
Update -
Clearing of Organization Suspense Accounts (OSA)open_in_new
Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).
Update -
Other Financial Reportsopen_in_new
Publish new report Excise Tax.
Update -
PTA Maintenance Enhancement Project
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...Announcement
