Resolving Aging Expense Requestsopen_in_new
In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
Update
Filter by
RESET-
-
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 -
Managing Aging and Outstanding Expense Transactionsopen_in_new
Updated instructions in "What to do after a Transaction is force cleared" to clarify what to do during transition from CASHNet
Update -
Clearing of Aging Transactionsopen_in_new
Added Force Clear timeline images for FY23 Q1 and entire year
Update -
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 -
Clearing of Aging Transactionsopen_in_new
Added Fiscal Year 2023 deadlines
Update -
New OBI Report: Salary, Fringe, and Indirect Cost by Employee
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...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 -
Managing Aging and Outstanding Expense Transactionsopen_in_new
Four OBI screenshots removed from this page
Update -
Clearing of Aging Transactionsopen_in_new
Timeline for Q3 FY22 added to page
Update
