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  • 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 is...
    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 iProcurement Access: New Course Supports Preferred Purchasing at Stanford

    FMS released updated resources to support purchasers in early 2022.

    The purchase of goods and services plays a big part in helping to achieve the university’s mission. Faculty and staff who make purchases have a key role in stewarding the university’s resources. Stanford Financial Management Services (FMS) recently launched FIN-0420: Preferred Purchasing Methods to...
    Announcement

  • New Travel Booking Channel, Key Travel, to Replace FCM

    The Stanford Travel team is excited to announce a new booking channel, Key Travel, that launched on Monday, March 20. Key Travel is the world’s largest travel management company specializing in the humanitarian and academic sectors. In addition to Stanford-negotiated rates, Key Travel offers...
    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 for university-sponsored travel must be booked through a Stanford Travel booking channel. This...
    Announcement

  • Bank Closure Impacts and Resources

    This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
    Announcement

  • Change Roadmap: Upcoming Projects and Enhancements

    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.
    Announcement

  • Organizational Hierarchy Project

    Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.

    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...
    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 current improvements to how cash and checks are deposited while developing other enhancements to these processes and systems for future roll out across the university. These changes primarily affected CASHNet processes used by the campus community...
    Announcement

  • How the Stanford Travel Team Supports Travelers

    With many travel activities resuming in full force in 2023, the Stanford Travel team is looking forward to a new year full of possibilities! A small, but mighty crew with over 75 years of combined travel industry experience, this team focuses on providing high-quality support for Stanford travelers...
    Announcement