Account Structure Fundamentals Stanford's Chart of Accounts Accounts (PTAs) View PTA Details Request New Account (PTA) Update and Maintain PTAs Close PTAs Expenditure Type Codes Purpose & Use of Expenditure Types Find Existing Expenditure Type Codes Request New or Change Existing Expenditure Type Codes Object Codes Purpose & Use of Object Codes Find Existing Object Codes Request New or Change Existing Object Codes Org Codes Purpose & Use of Org Codes Find Existing Org Codes Request New or Change Existing Org Codes Authority Fundamentals Managing Financial Risk Signature Authority Signature Versus Financial Approval Authority Financial Authority Financial System & Reporting Authority Authority to Create Financial Transactions Authority to Approve Financial Transactions Authority to View or Access Financial Data View Financial Authority Assignments Grant or Update Financial Authority Assignments Delegate or Share Oracle Approval Worklist Purchasing & Contracts Fundamentals Purchasing Policies & Guidelines Categories of Purchases Purchasing & Payment Methods Purchase Order Process When a Contract Is Required Purpose & Use of Expenditure Types Sales & Use Tax International Transactions Goods & Services Purchase Goods Purchase Services Stanford Purchasing Card (PCard) Program Ship via Fedex Online Capital Equipment Purchase Capital Equipment Manage Capital Equipment Equipment Leases Software Capitalization Real Estate Purchase Real Estate Lease or Rent Real Estate Invoice Payments Purchase Order Invoice Processing Invoice Payment Status Outstanding Stanford Checks Suppliers Do Business with Stanford New Supplier & Payee Records Update Supplier & Payee Records Deliver Goods & Services Get Paid by Stanford Business & Travel Expenses Fundamentals Business & Travel Expense Policies Sales & Use Tax Tax Compliance at Stanford Purpose & Use of Expenditure Types Transaction Approvals Global Business Services Travel for Stanford Travel Process Stanford Travel Program International Travel Student Travel Expense Categories Meals Airfare Lodging Ground Transportation Other Business Expenses Payment Methods Advances Reimbursements & Expense Requests Stanford Travel Card (TCard) Program Stanford Purchasing Card (PCard) Program Digital Payments Visitors Domestic Visitors Foreign Visitors Payee Setup New Supplier & Payee Records Update Supplier & Payee Records Petty Cash Administration Life Cycle of a Petty Cash Fund Petty Cash Custodian Change Paying People Fundamentals Annual Tax Form Distribution New Supplier & Payee Setup Intermediate Sanctions for Paying Disqualified Persons Tax Compliance at Stanford Payroll for Employees Payroll for New Employees Payroll for Faculty Stanford Paychecks Verify Eligibility for Employment (I-9) Verify Stanford Employment Time Reporting & Approvals Stanford W-2 Statements Payroll for Foreign Non-Resident Employees Garnishments Subpoenas Payroll Administration Labor Schedules & Pay Allocation Labor Distribution Adjustments Payroll for Employees Working Outside of California Time Card Administration Paycheck Administration Payroll Adjustments One-Time or Supplemental Pay Faculty Specifics Non-Payroll Payments Human Subjects Honoraria Students (Graduate & Undergraduate) Postdoc Fellowship Pay Temporary Workers Managing Funds Fundamentals Life Cycle of a Fund Managing Financial Risk Fund Types About Burdening Authority to View or Access Financial Data Managing Financial Risk Specific Fund Types Donor Gifts Endowments Auxiliaries & Service Centers Receivables Capital Projects Sponsored Research Budgeting Stanford's Budget Process Mid-Year Budget Adjustments Budget Officers Revenue & Fund Balance Receive Funds Fund Transfers Manage Fund Balances Year-End Close Expense Management Month-End Close Organization Suspense Accounts Accounts Payable (AP) Default PTAs Commitment Management Managing Aging and Outstanding Expense Transactions Debt Management Debt Considerations Manage Debt Balance Sheet Accounts Statement of Financial Position Account Balance Reconciliation Account Balance Reconciliation Attestation Receipts & Gifts Fundamentals Tax Compliance at Stanford Selling Goods & Services Stanford Bank Accounts Fraud Prevention University Receipts Deposit Cash & Checks Incoming Wire Transfers & ACH Payments Claim Unidentified Receipts Credit & Debit Card Acceptance Accepting Credit and Debit Card Payments Merchant Account Life Cycle Credit & Debit Card Refund Annual PCI Compliance Requirements Event Management Event Registration Gift Processing Donor Gifts Record Gifts
