Change Roadmap: Upcoming Projects and Enhancements
2024-11-11
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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.
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Winter Closure Information
2024-11-05
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In accordance with the 2024-25 winter closure schedule , Stanford University will be officially closed for regular business from Monday, Dec. 23, 2024 through Friday, Jan. 3, 2025. Normal business hours will resume Monday, Jan. 6, 2025. All hours listed are in Pacific Time (PT) unless noted. This...
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Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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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; it includes five distinct closing stages of activities as shown below. This news page...
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Continuous Improvements to Fingate
2024-02-22
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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.
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Tax Reminders and Resources
2023-12-07
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New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season.
Get help with questions about tax dates and documents.
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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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.
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Updated Employment Verification Process and Form I-9
2023-08-10
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Federal law requires that every employer who recruits, refers for a fee, or hires an individual for employment in the U.S. must complete Form I-9, Employment Eligibility Verification. This article outlines recent changes to the federal Form I-9 and the university's verification process to help...
This article outlines recent changes to the federal Form I-9 and the university’s verification processes to help departments verify their employee's identity and employment authorization.
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PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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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.
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Bank Closure/Takeover Impacts and Resources
2023-05-02
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This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
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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.
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