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  • Account Structure
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  1. Home
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 and Use of Expenditure Type Codes
Find Existing Expenditure Type Codes
Request New or Change Existing Expenditure Type or Object Codes
Object Codes
Purpose and Use of Object Codes
Find Existing Object Codes
Request New or Change Existing Expenditure Type or Object Codes
Org Codes
Purpose and Use of Org Codes
Find Existing Org Codes
Organization Code Hierarchy Change Requests
Authority
Fundamentals
Managing Financial Risk
Signature Authority
Signature Versus Financial Approval Authority
Financial Authority
Financial System and Reporting Authority
Authority to Create Financial Transactions
Financial Transaction Approval
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
Responsible Purchasing
Purchase Orders
Contracts
Purpose and Use of Expenditure Type Codes
Sales & Use Tax
Foreign Currencies
Goods & Services
Purchase Goods
Purchase Services
Stanford Purchasing Card (PCard) Program
Shipping
Capital Equipment
Purchase and Manage Capital Equipment
Equipment Leases
Software Capitalization
Real Estate
Leasing or Renting Real Estate
Invoice Payments
Purchase Order Invoice Processing
Outstanding Stanford Issued Checks (Escheatment)
Suppliers
Do Business with Stanford
Selecting a Supplier or Independent Contractor
Setting Up a New Supplier, Independent Contractor, or Visitor
Managing the Supplier or Independent Contractor Relationship and Record
Deliver Goods & Services
Business & Travel Expenses
Fundamentals
Business and Travel Expenses
Sales & Use Tax
Tax Compliance at Stanford
Purpose and Use of Expenditure Type Codes
Financial Transaction Approval
Global Business Services
Travel for Stanford
Planning and Booking Travel
Stanford Travel Program
Expense Categories
Meals
Airfare
Lodging
Ground Transportation
Employee Gifts
Other Reimbursable Business Expenses
Payment Methods
Advances
Reimbursements and Expense Reports
Stanford Travel Card (TCard) Program
Stanford Purchasing Card (PCard) Program
Stanford Easy Pay
Visitors
Inviting and Paying Domestic Visitors
Inviting and Paying Foreign Visitors
Payee Setup
Setting Up a New Supplier, Independent Contractor, or Visitor
Managing the Supplier or Independent Contractor Relationship and Record
Petty Cash Administration
Life Cycle of a Petty Cash Fund
Petty Cash Custodian Change
Paying People
Fundamentals
Annual Tax Form Distribution
Setting Up a New Supplier, Independent Contractor, or Visitor
Intermediate Sanctions for Paying Disqualified Persons
Tax Compliance at Stanford
Payroll for Employees
Payroll for Employees
Payroll for Faculty
Verify Eligibility for Employment and Form I-9
Time Reporting & Approvals
Stanford W-2 Statements
Stanford Paychecks
Verify Stanford Employment
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
One-Time or Supplemental Pay
Non-Payroll Payments
Paying Human Subjects
Paying Honoraria
Paying Students (Graduate and Undergraduate)
Administering Postdoc Fellowship Pay
Hiring Temporary Workers
Managing Funds
Fundamentals
Life Cycle of a Fund
Managing Financial Risk
Fund Types
Burdening
Authority to View or Access Financial Data
Specific Fund Types
Donor Gifts
Auxiliaries & Service Centers
Receivables
Capital Projects
Sponsored Research
Budgeting
Stanford's Budget Process
Budget Officers
Revenue & Fund Balance
Endowment Payout Process
Fund Transfers
Manage Fund Balances
Year-End Close
Reporting Foreign Gifts & Contracts
Expense Management
Month-End Close
Organization Suspense Accounts (OSA)
Accounts Payable (AP) Default PTAs
Commitment Management
Managing Aging and Outstanding Expense Transactions
Debt Management
Debt Program
Manage Debt
Balance Sheet Accounts
Statement of Financial Position
Balance Sheet Account Balance Reconciliation
Balance Sheet Account Balance Reconciliation Attestation
Receipts & Gifts
Fundamentals
Tax Compliance at Stanford
Selling Goods and Services
Bank Accounts and Services
Bank Fraud Prevention
Foreign Currencies
University Receipts
Types of University Receipts
Deposit Cash and Checks
Incoming Wire Transfers and ACH Payments
Credit & Debit Card Acceptance
Merchant Services Program
Accepting Credit and Debit Card Payments
Merchant Account Life Cycle
Issuing Refunds from Stanford Merchants
Donor Gift Processing
Donor Gifts
Record Donor Gifts

About Financial Management Services (FMS)

For financial terms and more, visit the About Data Governance Center page.

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06/11/2025