filter_list Filter by
All search results related to
  • Travel Booking Policy Update

    The university implemented a travel booking policy in 2020 in order to enhance and streamline the collection of traveler information needed to locate and support travelers in the event of an emergency. The policy provides Stanford’s Global Risk Management team visibility into travel, thereby...
    Announcement
  • Cash and Check Deposit Enhancements

    This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.

    Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited alongside other enhancements to these processes and systems across the university. These changes primarily affect CASHNet processes for the campus community but will include other changes to...
    Announcement
  • Business Expense Updates and Hot Topics

    The university pays directly or reimburses individuals for expenses that are necessary and appropriate to conduct university business. Expenditures must be consistent with the university’s purchasing policies and guidelines as well as the guiding principles and IRS regulations with regard to...
    Announcement
  • Change to PCard and TCard Delivery as of September 1

    In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
    Announcement
  • Stanford Travel Updates and Hot Topics

    Many students, post-doctoral scholars, faculty and staff travel on behalf of Stanford. To be reimbursed for this travel, travelers and travel arrangers must follow university policy; in most cases airfare, hotels, and car rentals for university-sponsored travel must be booked through a Stanford...
    Announcement
  • Purchasing and Contracts Updates and Hot Topics

    The Procurement Services department within Financial Management Services is committed to purchasing practices and policies that are compliant, responsible and appropriately support the university's goals and mission. Accordingly, those who are making purchases on behalf of or doing business with the...
    Announcement
  • WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

    In response to a recent Financial Management Services (FMS) Learner Needs Analysis and iProcurement usability feedback from our 2021 Client Satisfaction Survey, FMS recognizes the need for “just in time” training for our user community. To that end, the FMS Financial Learning Solutions team will...
    Announcement
  • Learn More About eReceipts with Live Events and Updated Resources

    The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
    Announcement
  • 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
  • Year-End Close (YEC)

    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...
    Announcement