Skip to main content

COVID-19: FMS Updates Related to COVID-19

Stanford University

Utility Menu

StanfordWho
Support Request
Report Compliance Concern

Search Fingate:

Systems

Systems

Authority Manager

Expense Requests

iJournals

iProcurement - Amazon Business

iProcurement - Non-Catalog Requests

iProcurement - SmartMart Catalog Suppliers

iProcurement - SmartMart Contracts

OBI Financial Reporting

Purchasing Card (PCard)

Travel Booking – Egencia

View all

Main navigation

Account Structure Account Structure

Account Structure

View Full Menu
- Fundamentals Fundamentals
  - Stanford's Chart of Accounts
- Accounts (PTAs) Accounts (PTAs)
- Expenditure Type Codes Expenditure Type Codes
- Object Codes Object Codes
- Org Codes Org Codes
Authority Authority

Authority

View Full Menu
- Fundamentals Fundamentals
  - Managing Financial Risk
- Signature Authority Signature Authority
  - Signature Versus Financial Approval Authority
- Financial Authority Financial Authority
Purchasing & Contracts Purchasing & Contracts

Purchasing & Contracts

View Full Menu
- Fundamentals Fundamentals
- Goods & Services Goods & Services
- Capital Equipment Capital Equipment
- Real Estate Real Estate
  - Purchase Real Estate
  - Lease or Rent Real Estate
- Invoice Payments Invoice Payments
  - Purchase Order Invoice Processing
  - Outstanding Stanford Checks
- Suppliers Suppliers
Business & Travel Expenses Business & Travel Expenses

Business & Travel Expenses

View Full Menu
- Fundamentals Fundamentals
- Travel for Stanford Travel for Stanford
- Expense Categories Expense Categories
- Payment Methods Payment Methods
- Visitors Visitors
  - Domestic Visitors
  - Foreign Visitors
- Payee Setup Payee Setup
  - New Supplier & Payee Records
  - Update Supplier & Payee Records
- Petty Cash Administration Petty Cash Administration
  - Life Cycle of a Petty Cash Fund
  - Petty Cash Custodian Change
Paying People Paying People

Paying People

View Full Menu
- Fundamentals Fundamentals
- Payroll for Employees Payroll for Employees
- Payroll Administration Payroll Administration
- Non-Payroll Payments Non-Payroll Payments
Managing Funds Managing Funds

Managing Funds

View Full Menu
- Fundamentals Fundamentals
- Specific Fund Types Specific Fund Types
- Budgeting Budgeting
- Revenue & Fund Balance Revenue & Fund Balance
- Expense Management Expense Management
- Debt Management Debt Management
  - Debt Considerations
  - Manage Debt
- Balance Sheet Accounts Balance Sheet Accounts
Receipts & Gifts Receipts & Gifts

Receipts & Gifts

View Full Menu
- Fundamentals Fundamentals
- University Receipts University Receipts
- Credit & Debit Card Acceptance Credit & Debit Card Acceptance
- Event Management Event Management
  - Event Registration
- Gift Processing Gift Processing
  - Donor Gifts
  - Record Gifts

Managing Funds

Main Menu

Account Structure
Authority
Business & Travel Expenses
Managing Funds
Paying People
Purchasing & Contracts
Receipts & Gifts

Home
Managing Funds

Fundamentals

Authority to View or Access Financial Data
Life Cycle of a Fund
Fund Types
About Burdening
Managing Financial Risk

Specific Fund Types

Donor Gifts
Endowments
Auxiliaries and Service Centers
Receivables
Capital Projects
Sponsored Research

Budgeting

Stanford's Budget Process
Budget Officers
Mid-Year Budget Adjustments

Revenue & Fund Balance

Receive Funds
Fund Transfers
Year-End Close
Manage Fund Balances
Reporting Foreign Gifts and Contracts

Expense Management

Commitment Management
Month-End Close
Accounts Payable (AP) Default PTAs
Managing Aging and Outstanding Expense Transactions
Organization Suspense Accounts (OSA)

Debt Management

Manage Debt

Balance Sheet Accounts

Statement of Financial Position
Balance Sheet Account Balance Reconciliation
Balance Sheet Account Balance Reconciliation Attestation

Last Updated: Apr 18, 2020

Submit feedback about this page

News

Continuous Improvements to Fingate

Maintain Approval Authority: Take the Approving Financial Transactions Course

New OBI Report: Salary, Fringe, and Indirect Cost by Employee

Back to Top

Content Specific to Managing Funds

For Financial Terms & More

About Data Governance Center, powered by Collibra

Leave this field blank

Footer menu

Helpful Links
University IT Service Alerts
Oracle Financials System Planned Outage

Footer Two

Newsroom
Calendar: Financial Activities
Contact Directory
About Financial Management Services (FMS)

Site designed by Financial Management Services (FMS) in partnership with ImageX Media.

Stanford Home
Maps & Directions
Search Stanford
Emergency Info

Terms of Use
Privacy
Copyright
Trademarks
Non-Discrimination
Accessibility

© Stanford University, Stanford, California 94305.

https://fingate.stanford.edu/managing-funds

02/07/2023