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 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 Purchase Order Process Contracts 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 Outstanding Stanford Checks Suppliers Do Business with Stanford Selecting a Supplier Setting Up a New Supplier or Visitor Payee Managing the Supplier Relationship and Record Deliver Goods & Services Business & Travel Expenses Fundamentals Business & Travel Expense Policies Sales & Use Tax Tax Compliance at Stanford Purpose & Use of Expenditure Types Financial Transaction Approval 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 Verify Eligibility for Employment (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 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 Specific Fund Types Donor Gifts Auxiliaries & Service Centers Receivables Capital Projects Sponsored Research Budgeting Stanford's Budget Process Mid-Year Budget Adjustments Budget Officers Revenue & Fund Balance Receive Funds 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 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 Bank Accounts and Services Bank Fraud Prevention University Receipts Types of University Receipts Deposit Cash & Checks Incoming Wire Transfers & ACH Payments Claim Unidentified Receipts and Branch Deposits Credit & Debit Card Acceptance Merchant Services Program Accepting Credit and Debit Card Payments Merchant Account Life Cycle Issuing Refunds to Credit and Debit Cards Event Management Event Registration Gift Processing Donor Gifts Record Gifts
