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Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.

Added note: Starting in May 2023, the JP Morgan (JPM) mobile app replaces the Wells Fargo mobile app for depositors.

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.

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.

Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.

In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs

Updated instructions in "What to do after a Transaction is force cleared" to clarify what to do during transition from CASHNet

Added Force Clear timeline images for FY23 Q1 and entire year

Added Fiscal Year 2023 deadlines