Expenditure Type and Object Code Updatesopen_in_new
2023-09-08
-
Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.
collections_bookmark
update
Revenue Object Codes (46XXX)open_in_new
2023-08-10
-
Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
collections_bookmark
update
Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
-
Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
collections_bookmark
update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
-
In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
-
Updated: "Changes to Existing Expenditure Types and Object Codes" section.
collections_bookmark
update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
-
Updated OSA sweep deadline for transactions posted through 8/31/23.
collections_bookmark
update
Expenditure Type and Object Code Updatesopen_in_new
2023-06-13
-
Updated "New Expenditure Types" and "Changes to Existing Expenditure Types and Object Codes" sections.
collections_bookmark
update
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
-
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...
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-03-08
-
Updated three sections: new expenditure types, new object codes, and changes to existing expenditure types and object codes.
collections_bookmark
update
Organization Code Hierarchy Tool Project
2023-02-21
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.
collections_bookmark
announcement