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  • Suspense Account Query Tool Project

    2023-06-08
    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... 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.
    collections_bookmark    announcement
  • 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
  • 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
  • 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.
    collections_bookmark    announcement
  • Resolving Aging Expense Requestsopen_in_new

    2023-01-17
    In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
    collections_bookmark    update
  • New OBI Report: Salary, Fringe, and Indirect Cost by Employee

    2022-07-11
    Developed in response to 2021 OBI Financial Reporting survey feedback , a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
    collections_bookmark    announcement