Stanford Financial Management Services (FMS) offers a range of live office hours and information sessions covering:
- Business Expense and Travel
- Merchant Services
- Payment Services
- Purchasing and Contracts
- Vendor Services
To be notified about future FMS events, complete our subscription form.
Upcoming Events
Date | Description | Event Materials |
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February 27, 2025 10-11 a.m. | Information Session: Improvements to ERS and PCard Module Helpful for: ERS transaction preparers and approvers, PCard transaction verifiers and approvers.
Registration information to be added soon | More information to be added soon |
Date | Description | Event Materials |
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November 21, 2024 | Information Session: Preparing for Winter Closure Helpful for: ERS transaction preparers and approvers, PCard/TCard cardholders and approvers.
| (Sign in with your SUNet ID to access these materials.) |
Monday, October 28, 2024 - Friday, November 1, 2024 | FMAlite Program (hybrid) Helpful for: all campus members wishing to gain a fundamental understanding of risk and control.
| TBD |
July 25, 2024 | Information Session: Reviewing the Non-SU Payee Setup Process at Stanford Helpful for: Preparers of non-SU payee (supplier, independent contractor, and visitor) requests
| (Sign in with your SUNet ID to access these materials.) |
April 17, 2024 | Information Session: Card Services Spring Reset: Tips and tricks to better manage PCards and TCards Helpful for: Purchasing Card (PCard) and Travel Card (TCard) cardholders/custodians, verifiers, preparers and approvers
| (Sign in with your SUNet ID to access these materials.) Presentation slides (updated link) |
Date | Description | Event Materials |
---|---|---|
November 16, 2023 | Information Session: Gift Transaction Reimbursements and PCard Transactions, and Winter Close Prep Helpful for: Transaction preparers and approvers
| (Sign in with your SUNet ID to access these materials.) |
October 25, 2023 | Stanford Travel Forum (on-site) Helpful for: Travelers and travel arrangers
| (Sign in with your SUNet ID to access these materials.) Global Risk and Procurement Services: |
October 11, 2023 | Applying the Data: Managing Aging Transactions Helpful for: PCard/TCard cardholders/custodians, verifiers, and approvers; preparers and approvers of advances and expense requests, and financial managers
| (Sign in with your SUNet ID to access these materials.) |
August 8, 2023 | Information Session: Recent Purchasing Card (PCard) Module Enhancements Helpful for: PCard cardholders/custodians and verifiers, PCard approvers
| (Sign in with your SUNet ID to access these materials.) |
May 11, 2023 | Information Session: Cash and Check Deposit Enhancements Helpful for: Department depositors
| (Sign in with your SUNet ID to access these materials.) |
April 27, 2023 | Applying the Data: The Purchase Order and Related AP Invoices Report Helpful for: Staff with OBI access who are managing or processing invoices and POs.
Note: You must have OBI Reporting access to use this report. We recommend confirming your OBI access prior to April 27 to try out the report before or during the event to inform your questions. | (Sign in with your SUNet ID to access these materials.) |
April 18, 2023 | Information Session: Reviewing the Contracts Process at Stanford Helpful for: Contract preparers. During this virtual event, the Contracts team reviewed the first year of SmartMart Contracts, including:
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April 5, 2023 | Office Hour: Stanford Travel Helpful for: Travelers and travel arrangers.
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March 22, 2023 | Office Hour: Business Expense Helpful for: Reimbursement preparers and approvers.
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March 9, 2023 | Applying the Data: The PCard Efficacy Dashboard
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March 2, 2023 | Information Session: Reviewing the Purchase Order Process at Stanford Helpful for: Purchase order preparers and approvers
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November 30, 2022 | Information Session: Business Expense and Card Services
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November 9, 2022 | Office Hour: Managing an Active Contract or Purchase Order at Stanford
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September 29, 2022 | Information Session: Overview of the Supplier Setup and Onboarding Process at Stanford
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September 7, 2022 | Office Hour: eReceipts
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August 3, 2022 | Office Hour: Business Expense
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July 27, 2022 | Purchasing Primer: Payment and Card Services (Purchasing Card Focus)
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June 15, 2022 | Stanford Travel Forum
| Live Demonstration: Live Demonstration: Live Demonstration: |
April 27, 2022 | Business Expenses: What's New and Important Reminders
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April 5, 2022 | Purchasing Primer Series: How to Purchase in Amazon Business and SmartMart Catalog Suppliers
| Please refer to new course: FIN-0420: Preferred Purchasing Methods |
January 26, 2022 | Information Session: Business Expense and Stanford Travel
| Note: Use your Stanford email address to access the presentation and recordings (SUNetID or Email Alias @stanford.edu) |