Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
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On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
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Labor Distribution Adjustments Enhancement Project
2022-02-14
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The Labor Distribution Adjustments (LDA) Enhancement project launched a completely updated user interface in February 2022.
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Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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Annual Certification Required: Take the Financial Stewardship Expectations Course
2022-02-03
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In 2022, Stanford Financial Management Services will launch a new course focused on financial stewardship expectations. This course will replace the Financial Confidentiality course, which serves as a pre-requisite to gaining access to many financial systems and tools.
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PCard: Purpose and Recently Clarified Guidance
2022-02-03
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The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
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Stanford Travel Newsletter: Winter 2022open_in_new
2022-02-01
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Topics include: Booking Channels and Hotel and Car Rental policy updates for 2022, Exemptions to the Stanford Travel booking policy, Top Travel resources on Fingate, New virtual Office Hours and Information Sessions and Stanford Travel promotions, Travel Resources.
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Stanford Travel Newsletter: Fall 2021open_in_new
2021-10-29
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Topics include: New Stanford Travel Booking policy and exemptions desk guide, Common questions about booking university-sponsored travel, New resource on how to manage expenses related to travel cancellations, Booking channel agent fees updated in September, FMS updates related to COVID-19: Travel...
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Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
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This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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OBI News: Fall 2021open_in_new
2021-10-19
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Topics Include: New Expenditure Details report view, new ad hoc user forum, managing your aging and force cleared transactions and more
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FMS Client Satisfaction Survey
2021-09-22
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.
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