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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 -
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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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 -
Excellence in Financial Stewardship | Issue 4open_in_new
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.Newsletter -
Clearing of Organization Suspense Accounts (OSA)open_in_new
Published new FY22 deadlines.
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FMS Client Satisfaction Survey
The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.Announcement -
OBI Dashboard: Revenue and Fund Management (RFM)open_in_new
Added Launch buttons for each RFM report
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Year-End Close (YEC)
It's that time of year again! The 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 Deadlines YEC...Announcement
