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 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 Delegate or Share Oracle Approval Worklist Purchasing & Contracts Fundamentals Categories of Purchases Purchasing & Payment Methods Responsible Purchasing Purchase Orders Procurement Contracts Purpose and Use of Expenditure Type Codes Sales & Use Tax Foreign Currencies Bank Fraud Prevention Goods & Services Purchase Goods Purchase Services Stanford Purchasing Cards (PCards) 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 and 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 Business Meals Travel Meals Airfare Lodging Ground Transportation Employee Gifts Other Reimbursable Business Expenses Payment Methods Advances Reimbursements and Expense Reports Stanford Travel Cards (TCard) Stanford Purchasing Cards (PCard) 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 Petty Cash 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 Non-Payroll Payments Paying Human Subjects Paying Honoraria Paying Students (Graduate and Undergraduate) Administering Postdoc Fellowship Pay 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 Record 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 S117: 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 Manage Debt Balance Sheet Accounts Statement of Financial Position Balance Sheet Account Balance Reconciliation Balance Sheet Account Balance Reconciliation Attestation Incoming Money Fundamentals University Bank Accounts and Services Foreign Currencies Tax Compliance at Stanford Burdening Selling Goods and Services Incoming Money and Deposits Types of Incoming Money Deposit Cash and Checks Incoming Wire Transfers and ACH Transactions Accepting Credit, Debit, and Digital Transactions Merchant Services Program Merchant Account Life Cycle Issuing Refunds from Stanford Merchants
