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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    Announcing the new PTAC Closeout functionality to PTA Manager.

    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...
    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 is...
    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
  • Stanford Travel Newsletter: Summer 2023open_in_new

    Topics include: Save the Date: October Stanford Travel Forum, Four Options to Meet Your Travel Needs, Win Airline Tickets, UA Club Passes, and More, Stanford Travel Packet Resource Updated, New Phone Number for Egencia Agent Support, In Case You Missed It resources, and other resources.
    Newsletter
  • 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
  • Budget Management Transformation

    Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
    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
  • Updated Card Suspension Process to Support Proper Use

    An updated suspension process for individual (not departmental) Purchasing Cards (PCards) and Travel Cards (TCards) rolls out in Fiscal Year 2024. Designed to reduce risk to the university and encourage financial stewardship of these university-issued credit cards, the updated suspension process...
    Announcement