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Account Structure
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arrow_forward
Fundamentals
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Stanford's Chart of Accounts
Accounts (PTAs)
Accounts (PTAs)
View PTA Details
Request New Account (PTA)
Update and Maintain PTAs
Close PTAs
Expenditure Type Codes
Expenditure Type Codes
Purpose & Use of Expenditure Types
Find Existing Expenditure Type Codes
Request New or Change Existing Expenditure Type Codes
Object Codes
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Authority to Create Financial Transactions
Authority to Approve Financial Transactions
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Grant or Update Financial Authority Assignments
Delegate or Share Oracle Approval Worklist
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arrow_forward
Fundamentals
Fundamentals
Purchasing Policies & Guidelines
Categories of Purchases
Purchasing & Payment Methods
Life Cycle of a Purchase Order
When a Contract Is Required
Purpose & Use of Expenditure Types
Sales & Use Tax
International Transactions
Goods & Services
Goods & Services
Purchase Goods
Purchase Services
Stanford Purchasing Card (PCard) Program
Ship via Fedex Online
Capital Equipment
Capital Equipment
Purchase Capital Equipment
Manage Capital Equipment
Equipment Leases
Software Capitalization
Real Estate
Real Estate
Purchase Real Estate
Lease or Rent Real Estate
Invoice Payments
Invoice Payments
Purchase Order Invoice Processing
Invoice Payment Status
Outstanding Stanford Checks
Suppliers
Suppliers
Do Business with Stanford
New Supplier & Payee Records
Update Supplier & Payee Records
Deliver Goods & Services
Get Paid by Stanford
Business & Travel Expenses
add_circle
remove_circle
Business & Travel Expenses
Business & Travel Expenses
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Business & Travel Expense Policies
Sales & Use Tax
Purpose & Use of Expenditure Types
Transaction Approvals
Global Business Services
Travel for Stanford
Travel for Stanford
Travel Process
Stanford Travel Program
International Travel
Student Travel
Expense Categories
Expense Categories
Meals
Airfare
Lodging
Ground Transportation
Other Business Expenses
Payment Methods
Payment Methods
Advances
Reimbursements & Expense Requests
Stanford Travel Card (TCard) Program
Stanford Purchasing Card (PCard) Program
Digital Payments
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
add_circle
remove_circle
Paying People
Paying People
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Annual Tax Form Distribution
New Supplier & Payee Setup
Intermediate Sanctions for Paying Disqualified Persons
Payroll for Employees
Payroll for Employees
Payroll for New Employees
Payroll for Faculty
Stanford Paychecks
Verify Eligibility for Employment (I-9)
Verify Stanford Employment
Time Reporting & Approvals
Stanford W-2 Statements
Payroll for Foreign Non-Resident Employees
Garnishments
Subpoenas
Payroll Administration
Payroll Administration
Labor Schedules & Pay Allocation
Labor Distribution Adjustments
Payroll for Employees Working Outside of California
Time Card Administration
Paycheck Administration
Payroll Adjustments
One-Time or Supplemental Pay
Faculty Specifics
Non-Payroll Payments
Non-Payroll Payments
Human Subjects
Honoraria
Students (Graduate & Undergraduate)
Postdoc Fellowship Pay
Temporary Workers
Managing Funds
add_circle
remove_circle
Managing Funds
Managing Funds
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Life Cycle of a Fund
Fund Types
About Burdening
Authority to View or Access Financial Data
Specific Fund Types
Specific Fund Types
Donor Gifts
Endowments
Auxiliaries & Service Centers
Capital Projects
Sponsored Research
Budgeting
Budgeting
Stanford's Budget Process
Mid-Year Budget Adjustments
Budget Officers
Revenue & Fund Balance
Revenue & Fund Balance
Receive Funds
Fund Transfers
Manage Fund Balances
Year-End Close
Expense Management
Expense Management
Month-End Close
Organization Suspense Accounts
Accounts Payable (AP) Default PTAs
Commitment Management
Debt Management
Debt Management
Debt Considerations
Manage Debt
Balance Sheet Accounts
Balance Sheet Accounts
Statement of Financial Position
Account Balance Reconciliation
Account Balance Reconciliation Attestation
Receipts & Gifts
add_circle
remove_circle
Receipts & Gifts
Receipts & Gifts
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Selling Goods & Services
Stanford Bank Accounts
Fraud Prevention
University Receipts
University Receipts
Deposit Cash & Checks
Incoming Wire Transfers & ACH Payments
Claim Unidentified Receipts
Credit & Debit Card Acceptance
Credit & Debit Card Acceptance
Accepting Credit and Debit Card Payments
Merchant Account Life Cycle
Credit & Debit Card Refund
Annual PCI Compliance Requirements
Event Management
Event Management
Event Registration
Gift Processing
Gift Processing
Donor Gifts
Record Gifts
Systems
Launch or Learn about Systems
Systems
iJournals
LAUNCH
LEARN
Expense Requests
LAUNCH
LEARN
Authority Manager
LAUNCH
LEARN
iProcurement - Amazon Business
LAUNCH
LEARN
iProcurement - Non-Catalog Requests
LAUNCH
LEARN
OBI Financial Reporting
LAUNCH
LEARN
Purchasing Card (PCard)
LAUNCH
LEARN
iProcurement - SmartMart
LAUNCH
LEARN
View all
StanfordWho
Support Request
Report Compliance Concern
Purchasing & Contracts
Home
Main Menu
Account Structure
Authority
Business & Travel Expenses
Managing Funds
Paying People
Purchasing & Contracts
Receipts & Gifts
Home
Purchasing & Contracts
Fundamentals
Purpose and Use of Expenditure Type Codes
Purchasing Policies and Guidelines
Categories of Purchases
Purchasing and Payment Methods
When a Contract Is Required
Life Cycle of a Purchase Order
Sales and Use Tax
International Transactions
Goods & Services
Purchase Goods
Purchase Services
Stanford's Purchasing Card (PCard) Program
Shipping via FedEx Online at Stanford
Capital Equipment
Purchase Capital Equipment
Manage Capital Equipment
Software Capitalization
Equipment Leases
Real Estate
Purchase Real Estate
Lease or Rent Real Estate
Invoice Payments
Purchase Order Invoice Processing
Invoice Payment Status
Outstanding Stanford Issued Checks (Escheatment)
Suppliers
New Supplier and Payee Records
Update Supplier and Payee Records
Do Business with Stanford
Delivering Goods and Services to Stanford
Get Paid by Stanford
News
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Announcement
Sep, 22 2021
FMS Client Satisfaction Survey
Announcement
Aug, 18 2021
Improved Search Functionality on Fingate
Announcement
Jul, 09 2021
New Resources and Process to Manage Aging Transactions
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