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Two new object codes, one new financial statement line, and two changes to existing object codes (see second to last section).

This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.

Updated text for 52210 - Employee Gifts and 52240 - Employee Morale

Clarified expenditure type use for the purpose of a business meal or employee morale meal.

Updated close and reconciliation dates for Blackline through 2024.

Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables... Announcing the new PTAC Closeout functionality to PTA Manager.

Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.

Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)

Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.

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.