Fingate Updates

• 07-10-19   Updated – Smartmart Supplier Contact: Lenovo (account representative)

• 07-05-19   Posted – Expenditure Type & Object Code May and June Updates

• 07-05-19   Updated – iJournals Feeder Request and Responsibility Request Forms

• 07-03-19   Updated – Policy Notes: Responsible Purchasing (formerly Sustainable Purchasing)

• 07-02-19   Updated – FY19 OSA Clearing Deadlines: Originate & Approve LD Adjustments for Payroll Transactions Posted to OSAs thru 08/31/2019

• 07-02-19   Updated – Gift Transmittals Authority Grantor for Level 2 – VAAA – School of Medicine

• 06-28-19   Posted – Stanford Travel Office Hours PowerPoint Presentation 6/28: New Travel Services

• 06-28-19   Updated – Year-End Close PDF Calendar and Year-End Close Summary of Deadlines (9/10 & 9/11)

• 06-27-19   Updated – Shipping via FedEx Online at Stanford (links under Questions section)

• 06-26-19   New – Tidemark Budgeting: Tidemark Endowment Planning Tutorial (under General section)

• 06-25-19   Added – Stanford Travel Office Hours on July 19 & August 22

• 06-25-19   Updated – iJournals Request Forms

• 06-24-19   Training: Expense Requests System

• 06-21-19   Updated – OBI Open Labs: Attend via Zoom

• 06-11-19   Tidemark Budgeting

• 05-31-19   Updated – Financial Support Center (FSC) Hours of Operation: Fridays

• 05-31-19   Updated – How To: Return Unused Advance Funds (method of checking check status in what's next? section)

• 05-31-19   Updated – Overview: Stanford Travel (new travel and expense office hours, uber, airbnb, and more)

• 05-28-19   Posted – Form: Stanford 590 (withholding exemption certificate)

• 05-28-19   Added – Overview: Permissible Business Expenses (reimbursable expense: clothing required to conduct business)

• 05-23-19   Updated – Commonly Used Expenditure Types document

• 05-16-19   New – Video! Signature and Financial Approval Authority @ Stanford and Content Updates

• 05-15-19   Posted – Expenditure Type & Object Code April and May Updates

• 05-15-19   Updated – Smartmart Supplier Contact: Office Depot (program manager)

• 05-14-19   Updated – Stanford W-9 Form

• 05-14-19   Updated – Payroll I-9 Compliance Contacts

• 05-13-19   Updated – FMS Moves to Redwood City Campus: Address Change, and Payroll Mail Code Now 8838

• 05-13-19   Updated – OBI Financial Reporting Open Lab First Friday of Month @Redwood City Starting June 7th

• 05-10-19   Updated – Expense Requests: How To Create Expense Reports (due to business and travel expense policy update)

• 05-07-19   Updated – Tidemark Budgeting: Status and Updates, and How to...

• 04-30-19   Business and Travel Expense Policy Update

• 04-22-19   Equipment and Real Estate Leases

• 04-19-19   Updated – School and Department Contacts for Non-Sponsored Funding

• 04-11-19   New – Year-End Close Summary of Deadlines

• 04-09-19   Updated – Oracle Basics Guide (browser recommendations on page 1)

• 04-08-19   Updated – Year-End Close Calendar FY19: PDF

• 04-04-19   Updated – Oracle Financials Browser Recommendation for FireFox (resolution column)

• 04-04-19   Updated – Smartmart Supplier Contact: Office Depot and Hewlett-Packard (contacts)

• 04-03-19   Added – OBI Financial Reporting: Reference Data and Inquiry (more tabs) and Resources

• 04-03-19   Posted – Expenditure Type & Object Code March Updates and New Section Added: New Financial Statement Line

• 04-02-19   Posted – Year-End Close Calendar FY19

• 03-28-19   Updated – Tidemark Budgeting: Authority Assignments (link to UBO Authority page)

• 03-27-19   Updated – OBI Authority Model (2. Assign a privilege on page 2)

• 03-26-19   Updated – Stanford Purchase Order Terms and Conditions

• 03-19-19   Added – Administrative Guide 1.9.1: Signature and Financial Approval Authority Now Available

• 03-18-19   Updated – Expenditure Type / Object Code Request Forms (question 17 for payment activity availability)

• 03-18-19   Updated – Axess Timecard Pay Rules (Payroll Deadlines and Reference Codes section)

• 03-15-19   Updated – Oracle Financials Query Tool Name Changed to Financial Approval Authority Query (formerly Signature Authority Query)

• 03-06-19   Posted – Expenditure Type & Object Code February Updates

• 03-04-19   Updated – Expense Requests System Enhancements (student certificate, meal types / categories, lodging and car rental insurance)

• 03-04-19   Updated – PCard How To Verify Transactions (step 8)

• 03-04-19   Posted – Tidemark Budgeting: Budget Plan Process Training Guide (year-end projection and budget plan section)

• 02-25-19   Updated – School and Department Contacts for Sponsored Funding: ORA New Web Site (who to contact for help section)

• 02-25-19   Updated – OBI Open Lab @Emerald, 3145 Porter

• 02-20-19   Updated – Stanford Travel: Additional Program Upcoming & Special Hotel Rates through December 2019 (bottom of page)

• 02-20-19   Updated – Financial Management Services (FMS) Org Chart (please clear browser cache)

• 02-20-19   Updated – Payroll Schedules and Deadlines: Pay Periods Ending 12/15 & 12/31

• 02-15-19   Updated – Payroll for Employees: How to View / Download Current or Historic Pay Statements

• 02-14-19   Updated – Smartmart Supplier Contact: E & K Scientific (inside sales representative)

• 02-12-19   Updated – Vacation Accrual Calculator (termination process section)

• 02-12-19   Updated – iJournals: How To Create and Upload Feeder Journals (for Feeder Originators) (before you start section)

• 02-11-19   New – Staff Activity: Balance Sheet Account Reconciliations (access from left navigation, under Staff)

• 02-11-19   Updated – New Vendor Invoices Remit-To Address

• 02-08-19   Updated – Tidemark Budgeting: Link to Training and Open Labs Schedule (link on right navigation)

• 01-31-19   Added – Overview: Managing Restricted Gift Funds (new setcion: Timely Use of Gift Funds)

• 01-28-19   New – iProcurement How To: Assign Carts Section

• 01-23-19   Updated – OBI Open Labs 2019 (note: exceptions on 2/15 & 3/8)

• 01-22-19   New – iProcurement How To: Change the Deliver-To Location (under Setup section)

• 01-10-19   New – Payroll Administration Resources: Payment Delivery by Termination Reason

• 01-10-19   Updated – Payroll Administration How To: Request Off-Cycle Payment

• 01-09-19   Updated – Tidemark Technical & Budgeting Assistance via Support Request

• 01-07-19   Posted – Forms: Stanford W-9 & Stanford 590

• 01-02-19   Added – Mileage Reimbursement Rates 2019

• 12-18-18   Posted – Expenditure Type & Object Code December Updates

• 12-17-18   Added – How To: Claim Tax Treaty for Fellowship Payments (Bangladesh added to Step 1 country list)

• 12-13-18   Updated – Resources: Tax Deduction Codes, Descriptions, and Rates

• 12-12-18   Updated – Winter Closure Payment Deadlines (cutoff for approving & submitting Expense Requests transactions with Rush priority or Will Call pick up)

• 12-07-18   "Authority: Signature and Financial" Staff Activity

  • Updated – "Financial Authority" Activity Is Now "Authority: Signature and Financial" (left navigation, under Staff)
  • New – Overview: About Signature and Financial Approval Authority @ Stanford

• 12-05-18   Posted – Expenditure Type & Object Code November Updates

• 11-20-18   New – Tidemark Budgeting Year End Variance: Year-To-Date Variance Reporting Job Aid

• 11-15-18   Updated – Overview: Stanford W-2 Forms (mail distribution, box 3, box 12 code p removed)

• 11-06-18   Updated – Smartmart Supplier Contact: Dell (account manager)

• 11-02-18   Updated – Procurement Services Contacts

• 11-02-18   Updated – Stanford Travel Packet: Printable DIY PDF

• 11-01-18   Updated – OBI RM3 to OBI Crosswalk (163)

• 11-01-18   Added – Expense Requests Demos: How to Create an Event, Dometic and/or Foreign

• 11-01-18   Updated – Smartmart Supplier Contact: VWR

• 11-01-18   Updated – Direct Deposit: Bank Account for Student Refund (what happens next? section and Frequently Asked Questions)

• 10-31-18   Updated – Smartmart Supplier Contact: Roche (customer service phone numbers)

• 10-30-18   Updated – Stanford Travel: UA Corporate Direct Overview and Service Fee Documents Combined

• 10-29-18   Added – Two Links for Purchases Requiring a Bilateral Contract (additional information for hiring service providers, contractors and consultants)

• 10-17-18   Updated – How To: Make a Supplier / Payee Request (step 2c)

• 10-09-18   Posted – FY19 Minimum Living Wage Rates for Service Workers

• 10-08-18   Updated – Tidemark Budgeting Link to Calendar of Activities (right navigation, Resources section)

• 10-05-18   Added – Payroll Schedules and Postdoc Fellowship Deadlines 2019

• 10-05-18   Updated – OBI RM3 to OBI Crosswalk (284)

• 10-02-18   Posted – Money Fund Rate 2019 Available (FY 2018 archived)

• 10-01-18   Added – Axess Vacation Maximum Notification (updated also: Axess timecard leave accrual rates Document)

• 09-27-18   Updated – Financial Management Services (FMS) Org Chart

• 09-26-18   Posted – Policy Notes: Organization Suspense Accounts (OSA) FY19

• 09-24-18   Updated – Tidemark Budgeting Year End Variance: Variance Reporting Process Guide and Open Labs

• 09-24-18   New – How To: Manage Stanford Purchasing Card (PCard) / Travel Card (TCard) Account Profile (replacing 'Request Changes to PCard / TCard Account' pages)

• 09-24-18   Updated – iProcurement: How To Create a Standard Non-Catalog Requisition (new field added in Standard Blanket, Goods and Services)

• 09-17-18   Updated – FIN-0402: Expense Reports with Travel Card Transactions

• 09-13-18   Updated – Year-End Close PDF Calendar (9/18)

• 09-11-18   Updated – Smartmart Supplier Contact: Praxair (inside sales representative)

• 09-05-18   Updated – OBI Status and Updates: Issues and Enhancements

• 08-27-18   Updated – Smartmart Supplier Contact: Bio-Rad (contacts and shipping information)

• 08-27-18   Updated – Overview: Permissible Business Expenses (travel expenses)

• 08-27-18   Posted – Expenditure Type & Object Code August Updates

• 08-24-18   Added – OBI RFM Reporting Demo Link Added to Report Overviews

• 08-21-18   Updated – Year-End Close PDF Calendar (8/27 and 8/29)

• 08-21-18   New & Updated – OBI Resources: P2P and CER Sections (Selection Criteria List of Values and Data Fields Available in Dashboard Tabs)

• 08-17-18   Updated – Tidemark Budgeting: Booked Budget – Reports User Guide

• 08-14-18   New – Resource: Gift Transmittals System Keyboard Shortcut Keys (access from the right navigation)

• 08-10-18   Updated – Find a Labor Distribution Adjuster (Link in Miscellaneous section; screen shots updated)

• 08-09-18   Updated – Year-End Close Calendar (approval deadline added on 8/13/2018)

• 08-07-18   Tidemark Budgeting: How-To Documents for Booked Budget

  • Updated – Tidemark Fundamentals (General section)
  • New – Expense and Revenues
  • New – Setup and Fund Management

• 08-03-18   Year-End Close Resources

  • Updated – Reason Codes for Organization Suspense Account Entries and Feeder Best Practices
  • Removed – Clearing Organization Suspense Accounts PDF and Labor Distribution Best Practices

• 08-03-18   Posted – Stanford Payee Data Record

• 08-02-18   Updated – Policy Notes: Organization Suspense Accounts (OSA) (deadlines for 08/01/2018 and 08/31/2018)

• 08-01-18   Updated – Resources: Month-End Close Deadlines (soft, hard and final closes)

• 08-01-18   Updated – Smartmart Supplier Contact: VWR (sales representative contact and orders cutoff time)

• 07-30-18   Posted – Tidemark Budgeting FY19 Fund Transfer Template (access from the right navigation, under FY19 Booked Budget section)

• 07-30-18   Posted – Managing Year-End Close Activities Presentation FY18 (Year-End Resources section)

• 07-23-18   Posted – Expenditure Type & Object Code July Updates

• 07-23-18   Updated – Gaining Access to OBI Financial Reporting (bullet #2)

• 07-20-18   Updated – Prescribed Supplemental Pay Earnings Code Usage Document (Payroll Deadlines and Reference Codes section)

• 07-19-18   New – OBI Financial Reporting

• 07-19-18   Updated – Timing of Commitment Data on Reports (first bullet)

• 07-17-18   Updated – Tidemark Budgeting July / August Open Labs for FY19 Booked Budget (access from the right navigation)

• 07-10-18   Posted – Expenditure Type & Object Code June Updates

• 07-06-18   Posted – Tidemark Budgeting FY19 Revenue / Expense Upload Template (access from the right navigation, under FY19 Booked Budget section)

• 07-02-18   Added – Tidemark Budgeting July Open Labs for FY19 Booked Budge (access from the right navigation)

• 07-02-18   Added – OBI Issues and Enhancements for Procure to Pay (P2P) Reporting

• 06-27-18   Updated – Oracle Basics Guide (previously 'Oracle Upgrade Quick Start Guide')

• 06-27-18   Updated – Financial Management Services (FMS) Org Chart

• 06-25-18   Updated – Link to Resources: University Budget Plan

• 06-22-18   Updated – How To: Clear Organization Suspense Accounts for Labor (step 2c)

• 06-20-18   Added – OBI Report Overviews

• 06-19-18   Updated – How To Complete a Gift Transmittal (What's Next? section, link to the OSR Contract and Grant Officer)

• 06-08-18   Updated – Gift Transmittals Authority Grantors by School / Department (Level 2 – JAAA)

• 06-06-18   Updated – OBI RM3 to OBI Crosswalk (283)

• 06-06-18   Posted – Tidemark Budgeting Open Labs for FY19 Budget Plan (right navigation)

• 06-06-18   Updated – Payroll Form: Out-of-State Employee Approval (bottom: employment registrations)

• 06-05-18   Added – Link to Report Compliance Concern (top left corner of all pages)

• 06-05-18   Added – OBI CER Outstanding Issues (expenditure commitment amount field)

• 06-04-18   Updated – Supporting Students SU-21 How Tos (step 7b, 8c, 9)

• 06-04-18   Added – OBI Ad Hoc Outstanding Issues and Enhancements Section

• 06-04-18   Updated – Smartmart Supplier Contact: Life Technologies (sales representative phone)

• 05-25-18   Posted – Expenditure Type & Object Code May Updates

• 05-23-18   Updated – Axess Timecard Pay Rules (Time & Leave Reporting section)

• 05-23-18   Posted – Year-End Close Calendar FY18

• 05-23-18   Updated – Employment Eligibility Verification (I-9) Compliance

• 05-21-18   Updated – Cell Usage Document (previously Mobile Equipment & Services Template) & Home Internet Equipment Document

• 05-15-18   Updated – Contact FMS Training Specialist for STARS Assistance

• 05-15-18   Updated – Smartmart Supplier Contact: Rainin

• 05-15-18   Updated – Travel Resources: Passport and Visa Services

• 05-15-18   Updated – Get Egencia App: How to Access the Egencia App (link in the last paragraph)

• 05-07-18   Updated – Payroll Resources: Earnings Codes & Job Classification Codes Mapped to Expenditure Types (Payroll Deadlines and Reference Codes section)

• 05-04-18   Updated – Amazon Business – Frequently Asked Questions (FAQ)

• 05-04-18   Updated – Smartmart Supplier Contact: Dell (account manager)

• 05-03-18   Updated – Oracle Home Demo: Share Worklist (Oracle Financials Basics section)

• 05-01-18   Added – CardinalTemps Resource: Recorded Information Session

• 05-01-18   Posted – Stanford 590 (Withholding Exemption Certificate)

• 05-01-18   Updated – Vacation Accrual Calculator

• 05-01-18   Updated – How To: Forecast Change to Employee Distribution of Effort in CMS (what's next section, first bullet)

• 04-27-18   New – OBI CER Resources: Expenditure Type Roll-ups and Selection Criteria List of Values

• 04-26-18   Reviewed – Minor Updates to Staff Financial Authority Section

• 04-26-18   Posted – Expenditure Type & Object Code April Updates

• 04-23-18   Updated – Overview: Hiring Temporary Workers (see Bulletin)

• 04-18-18   Added – New U.S. Department of State Travel Advisories for International Travel: Faculty / Staff

• 04-04-18   Added – OBI Financial Reporting: Status & Updates (Expense Requests and Credit Card Activity section)

• 03-28-18   Updated – Equipment Lease Obligation Reporting Form and Real Estate Lease Obligation Reporting Form (submission information)

• 03-26-18   Posted – Expenditure Type & Object Code March Updates

• 03-23-18   Posted – Tidemark Budgeting: Revenue-Expense Upload Template (right navigation, Resources / FY19 Budget Plan section)

• 03-22-18   Updated – Smartmart Supplier Contact: En Pointe Technologies (customer service phone number)

• 03-21-18   Updated – Administrative Guide Numbering Shift for Out-of-State Employees (from 2.2.12 to 2.2.2)

• 03-20-18   Updated – Vacation Accrual Balance Template / Vacation Accrual Calculator (document updated and renamed to Vacation Accrual Calculator)

• 03-20-18   Updated – Oracle Quick Start Guide (Resources section, right navigation of financial systems web sites)

• 03-16-18   New – OBI RFM: Fund Trend Demo (revenue and fund management reporting specific instructions / dashboard overviews)

• 03-07-18   Updated – Independent Consultants and Contractors Checklist (additional information section: IRS Qualification as Independent Contractor or Consultant)

• 03-07-18   New – OBI How To Guide: Scheduling BI Publisher Report Jobs

• 03-07-18   New – OBI PLM: Quick Start Guide & Time and Leave Quick Start Guide

• 03-06-18   Updated – FY19 Booked Budget: Calendar of Activities (link from the right navigation)

• 03-05-18   Added – OBI Consolidated Expenditure Reporting (CER) Enhancements (release date: February 2018)

• 03-05-18   Posted – Tidemark Budgeting: Budget Plan Process (year-end projection and budget plan section)

• 03-05-18   Updated – Administrative Guide Numbering Shift for Relocation / Temporary Living Expense (from 2.1.20 to 2.1.19)

• 03-02-18   Updated – PowerPoint: Basic Mechanics of Endowment Payout Process and Commonly Used Reports

• 03-02-18   Updated – OBI Friday Open Lab (conference room and map links)

• 03-01-18   Updated – OBI RM3 to OBI Crosswalk (180 & 284)

• 03-01-18   New – OBI Revenue and Fund Management (RFM) Reporting Specific Instructions (dashboard overviews / award at a glance video)

• 03-01-18   Updated – Year-End Close: Contact for Accruing Expenses (Question? section) and Managing Year-End Close Activities Presentation

• 02-23-18   Updated – Resources: About Burdening

• 02-23-18   Posted – Expenditure Type & Object Code February Updates

• 02-22-18   Posted – Tidemark Budget Plan: FY19 Open Labs and Training Classes Available in STARS

• 02-20-18   Updated – Ground Transportation: Use of Rental Cars (University name on rental agreement)

• 02-12-18   Added – How To Release the Most Common Invoice Holds (Holds Due to Past Due Invoice section)

• 02-09-18   Updated – Student Specific Payroll Administration (I-9 collection and reverification)

• 02-06-18   Updated – Year-End Close: Contact for Accruing Expenses (Question? section) and Managing Year-End Close Activities Presentation

• 02-05-18   New – Tidemark: FY19 Booked Budget Announcements

• 02-02-18   Added – Supplier Secure Portal Invitation to Be Returned within 30 Days

• 02-01-18   Employment Eligibility Verification (I-9)

• 01-31-18   Updated – Change PTA on Purchase Order for $2,500 or Less (new PTA submission method changed to support request)

• 01-31-18   Updated – Job Classification Codes (JCC) Mapped to Expenditure Types (Payroll Deadlines and Reference Codes section)

• 01-29-18   Added – 60-Day Expense Request / Travel Card Expense Process and Expense Guidance for Business Meal PDF

• 01-29-18   New – How To: Cancel a Purchase Requisition / Purchase Order (PO)

• 01-29-18   Updated – Change a PTAE on an Approved Purchase Order

• 01-16-18   Updated – Payroll Earnings Codes (Payroll Deadlines and Reference Codes section)

• 01-12-18   Updated – Gift Transmittals Authority Grantors by School / Department (Level 2 – AART and Level 2 – PAAA)

• 01-11-18   Updated – No OBI Open Lab on Friday Jan. 26, 2018

• 01-10-18   Retired – Decision Support Services (DSS)

• 01-10-18   Posted – Stanford W-9 (Request for Tax Payer Identification Number)

• 01-09-18   Posted – Stanford 590 (Withholding Exemption Certificate)

• 01-09-18   Corrected – Written Source Justification Requirement for Product / Service Acquisition

• 01-08-18   Added – Mileage Reimbursement Rates 2018

• 12-21-17   Added – OBI CER Outstanding Issues

• 12-21-17   Posted – Expenditure Type & Object Code December Updates

• 12-20-17   Added – OBI CER Dashboard Intermediate Workshop (FIN-0345) Available!

• 12-19-17   Updated – No OBI Open Lab on Friday Dec. 22, 2017

• 12-18-17   Updated – iProcurement Subaward Requisition Instructions Now on Do Research Web Site

• 12-18-17   Updated – SmartMart Suppliers Contact: Agilent Technologies / Stratagene (removed Genomics and Genomics and Stratagen Reagents content)

• 12-15-17   Updated – SmartMart Suppliers Contact Information: EMD Millipore

• 12-15-17   Updated – Stanford's Preferred Supplier for Lab Coats and Laundering: Cintas

• 12-12-17   Added – Resources: Salary Tax Treaties and Forms (Slovenia)

• 12-12-17   Updated – Resources: Tax Deduction Codes, Descriptions, and Rates

• 12-12-17   Updated – Stanford W-9 (Request for Tax Payer Identification Number)

• 12-04-17   Posted – Expenditure Type & Object Code November Updates

• 11-30-17   Added – OBI Financial Reporting: PLM Report Overviews (adding Timecard, Timecard Approvals, Leave Summary and Leave Details tabs)

• 11-27-17   Updated – Oracle Financials Upgrade November 27, 2017 (How To instruction for Oracle log in and many more...)

• 11-15-17   Added – OBI Financial Reporting: CER Enhancements (release date May 2017)

• 11-03-17   Updated – Environmental Health & Safety Document for Construction Contractors (additional information section, environmental health & safety document – long form)

• 11-02-17   Added – How To: Claim Receipts in the Unidentified Receipts Database (claiming outstanding checks added to the Unidentified Receipts database prior to FY18)

• 11-01-17   Updated & Removed – ReportMart 3 Retired October 31 (removed ReportMart3 content and option from launch systems and learn about systems drop-down menu)

• 11-01-17   Updated – RM3 to OBI Crosswalk (all RM3 reports retiring 7/31 and 10/31)

• 11-01-17   Updated – Resources: Financial Reporting by Activity

• 10-25-17   Added – OBI Financial Reporting: PLM Issues (issues and enhancements, PLM)

• 10-25-17   Updated – Hiring Temporary Workers (comparison chart, fees for StanfordTemps, no more technical assignment)

• 10-25-17   Added – Payroll Schedules and Postdoc Fellowship Deadlines 2018

• 10-20-17   Updated – Independent Consultants and Contractors Checklist

• 10-17-17   Added – OBI Revenue and Fund Management (RFM) Hands-on Workshop: Nov. 13

• 10-10-17   Updated – Money Fund Rate 2018 Available (FY 2017 archived)

• 10-02-17   Updated – SmartMart Suppliers Contact Information: En Pointe

• 09-29-17   Updated – Resources: I-9 Compliance Frequently Asked Questions (Expired Form I-9)

• 09-26-17   Posted – FY18 Minimum Living Wage Rates for Service Workers

• 09-25-17   Updated – How To: Request Carry Forward / Rollover of Project Balances at Fiscal Year-End (step 2, 4, group name and questions? section)

• 09-25-17   New & Updated – Tidemark Budgeting: Bookmarks, and Year End Variance Reporting (general & year-end variance analysis sections)

• 09-22-17   Posted – OSA Clearing Process Deadlines for Departments FY18

• 09-22-17   Updated – Smartmart Supplier Contact: Rainin

• 09-21-17   Posted – Month-End Close Deadlines FY18

• 09-15-17   Updated – Payroll Reference Codes (earnings codes, prescribed supplemental pay earnings code usage, job classification codes mapped to expenditure types)

• 09-01-17   Updated – Payroll Administration: Axess Timecard Leave Accrual Rates (payroll deadlines and reference codes section)

• 09-01-17   Updated – Forms: SU-21 and LA-6

• 08-30-17   Year-End Close Resources and Policy Guidelines

• 08-29-17   Year-End Close Resources and Policy Guidelines

• 08-25-17   Added – OBI RFM Reporting: Dashboard Overview Demo (fund statement)

• 08-23-17   Posted – Expenditure Type & Object Code August Updates

• 08-23-17   Added – OBI Revenue and Fund Management (RFM) Reporting

• 08-17-17   Account Structure: Chart of Accounts – Resources: PTAEO / PFOO Account Structure (removed documents replaced by the new 4 documents)

  • Removed – Expenditure Type Definitions & Rules, and Object Code Listing
  • New – Expenditure Type Listing Active & Inactive, Expenditure Type Listing Active Only, Object Code Listing Active & Inactive, Object Code Listing Active Only

• 08-17-17   Removed – Physical Inventory Guidelines PDF

• 08-17-17   Updated – Smartmart Supplier Contact: Dell

• 08-15-17   Updated – Smartmart Supplier Contact: Steelcase / One Workplace

• 08-15-17   Updated – Gift Transmittals Authority Grantors (AHYA, FPTL, HAAA, MAAA, TFAA)

• 08-15-17   Added – Contacts for Support During Year-End Close

• 08-15-17   Added & Updated – Amazon Business FAQs (QAs and 2 PDFs: first-time punch-out account registration scenarios and Amazon Business punch-out returns)

• 08-11-17   New – OBI Revenue and Fund Management (RFM) Reporting Now Available

• 08-09-17   Updated – iJournals Responsibility Request Form

• 08-08-17   Updated – Month-End Close Deadlines FY17 for Year-End Close (Aug-2017: soft, hard, and final closes)

• 08-08-17   Updated – YEC Deadlines for OSA Clearing Process for Departments (transactions posted to OSAs for pay periods between: 06/01/2017 and 07/31/2017)

• 08-07-17   Updated – Expenditure Type & Object Code July Updates (object code: 47325)

• 08-04-17   Updated – OBI Financial Reporting: RM3 to OBI Crosswalk (All RM3 Reports Retiring 7/31 and 10/31) (report 365)

• 08-02-17   Posted – Expenditure Type & Object Code July Updates

• 07-27-17   Updated – Tidemark Budgeting: Excel Upload Template for Rev-Exp Beginning Balance (FY18 booked budget section on the right navigation)

• 07-25-17   Updated – Invoice Processing and Expense Requests and PCard Submissions

• 07-24-17   Added – Tidemark Budgeting: FY18 Booked Budget Open Labs Schedule

• 07-24-17   Updated – OBI Financial Reporting: RFM Information Session on August 1st – Location Change (Monterey room, 3160 Porter Drive)

• 07-20-17   Updated – Travel: Ground Transportation (first paragraph of Car Rental Insurance section, removing 'visitors')

• 07-20-17   Updated – YEC Deadlines for OSA Clearing Process for Departments (06/01~ 08/31/2017)

• 07-19-17   Updated – OBI Financial Reporting: RM3 to OBI Crosswalk (All RM3 Reports Retiring 7/31 and 10/31) (367, 371 and 371A)

• 07-17-17   New – OBI Financial Reporting: RM3 to OBI Crosswalk (All RM3 Reports Retiring 7/31 and 10/31)

• 07-13-17   Updated – Air Travel: Class of Fare (last sentence about HIPAA added)

• 07-06-17   Updated – Resources: About the Data Governance (DG) Center (Questions? section)

• 07-05-17   Updated – Resources: Payroll Earnings Codes (Payroll Deadlines and Reference Codes section)

• 06-30-17   Updated – Gift Transmittals Authority Grantors (Department of Athletics, Physical Education and Recreation, and Graduate School of Business)

• 06-28-17   Posted – Expenditure Type & Object Code June Updates

• 06-27-17   Updated – Stanford Purchase Order Terms and Conditions

• 06-26-17   Updated – PTAEO / PFOO Account Structure: Award Types, Award Purposes and Award Range Table

• 06-24-17   Updated – School and Department Contacts for Non-Sponsored Funding (Business Affairs, Hoover Institution, H&S, Libraries, President / Provost, SAA, Undergraduate Financial Aid & Scholarships)

• 06-23-17   Added – Tidemark Budgeting: Booked Budget Open Labs (June 30 and July 24 added)

• 06-23-17   New – Overview: Funds Functioning as Endowment – Merged Pool Tracking Tool (FFE – MP Tracking Tool)

• 06-22-17   Updated – Resources: About the Data Governance (DG) Center

• 06-22-17   Updated – How To: Clear Organization Suspense Accounts for Labor ('what happened next?' sectioin, first bullet)

• 06-19-17   New – Tidemark Budgeting: FY18 Booked Budget (intra-unit fund management and reports user guide)

• 06-15-17   Updated – Moving Services: Suddath (services)

• 06-15-17   Updated – Smartmart Supplier Contact: VWR

• 06-13-17   Resources for Capital Projects: Oracle PTA Task Configuration Rules

  • New – Capital Project Sub-tasks Configurations
  • Updated – Capital Project Sub-tasks / Expenditure Type Transaction Controls

• 06-12-17   New – Resource: Organizational Hierarchy and PTA Owning Attributes Best Practices

• 06-09-17   Added – Tidemark: Booked Budget Reports Section

• 06-08-17   Updated – Tidemark: FY18 Booked Budget Calendar of Activities (access from right navigation)

• 06-08-17   Updated – iJournals Responsibility Request Form

• 06-05-17   Added – Budget Officers Meeting Presentation June 1, 2017

• 05-25-17   New – How to Create an Intercompany Journal (transfers between hospitals and Stanford)

• 05-24-17   Updated – OBI Financial Reporting: Revenue and Fund Management Target Release Date

• 05-23-17   Posted – Expenditure Type & Object Code May Updates

• 05-23-17   Updated – Mobile Timecard (URL and QR Code)

• 05-22-17   New – Tidemark Budgeting: FY18 Booked Budget Updates (Updates and Budget Setup: Project 1M Mapping Job Aid)

• 05-19-17   Added – OBI P2P AP Invoices Tab Demo (P2P Reporting Specific Instructions > Dashboard Overviews)

• 05-18-17   Added – E&I Contracted Moving Companies (2 newly added– Armstrong and Suddath)

• 05-18-17   Updated – Smartmart Supplier En Pointe Shipping Information

• 05-17-17   New – Tidemark Budgeting: FY18 Booked Budget Open Labs

• 05-16-17   Updated – Employment Verification (Equifax, How To Obtain Salary Key for Salary Verification, How To Obtain Immigration Verification Letter)

• 05-16-17   Updated – Resources: Examples of Completed Form I-9 (page 2 images – please clear browser cache)

• 05-16-17   Updated – Time and Leave Reporting: Pay Periods and Pay Dates (automated email reminder for each pay period)

• 04-25-17   Updated – Oracle Labor Distribution Resources: Find Who Can Create a Labor Distribution Adjustment

• 04-25-17   Added – Expense Guidance for Business Meals: Local Restaurants with Menu Pricing That Can Comply with Stanford Meal Guidance)

• 04-24-17   New – Tidemark Budgeting Sponsored Activity (right navigation: Booked Budget job aids)

• 04-21-17   Updated – How To: Claim Tax Treaty for Honorarium (tax treaty table for personal services – New Zealand)

• 04-20-17   Added – OBI P2P at a Glance Tab Demo (P2P Reporting Specific Instructions > Dashboard Overviews)

• 04-20-17   Added – Amazon Business FAQs (a new FAQ in Order Support section)

• 04-19-17   Updated – Financial Management Services Training Contacts

• 04-17-17   Updated – How To Set Up iProcurement Preferences

• 04-13-17   Updated & Re-Posted – Overview: Hiring Temporary Workers

• 04-13-17   Updated – Financial Management Services Organization Chart

• 04-13-17   New & Updated – Amazon Business Available in iProcurement (overview, faqs, and more)

• 04-10-17   New & Updated – OBI Financial Reporting (P2P, Resources on the right navigation)

• 04-07-17   Removed – Overview and How To: Hire and Pay Temporary Labor Pages (visit Stanford Staffing Services)

• 04-04-17   Updated – Policy Notes: Inviting and Paying Foreign Visitors (visitor categories and visa types)

• 04-04-17   Updated – IRS / CO Form 8233:  Japan (tax treaty article number)

• 04-03-17   Posted – FY17 Year-End Close Information and Calendar

• 04-03-17   Updated – How To: Dispute PCard Transactions (step 3)

• 04-01-17   Updated – Sales and Use Tax at Stanford (Santa Clara county sales tax increase effective April 1, 2017)

• 03-31-17   New – How To: Set My Favorites in PCard Module

• 03-30-17   Updated – Tidemark Budget Plan Announcement 03-30-17

• 03-30-17   Posted – Expenditure Type & Object Code March Updates

• 03-30-17   Updated – Payroll & Payment Services Will Call Hours (non-office hours by phone)

• 03-29-17   Updated – Overview: Payments to Medical Residents, Clinical Fellows and Postdoctoral Scholars (replaced PDF: determine best payment method for expense reimbursements / allowances)

• 03-29-17   Updated – Smartmart Supplier Contact: OfficeMax

• 03-27-17   Updated – Smartmart Supplier: BioExpress (contact VWR)

• 03-20-17   Updated – E&I Contracted Moving Companies (Graebel Van Lines removed – operations halted 3/17; contact changes: Allied Van Lines and Corrigan Moving Systems)

• 03-20-17   Updated – Tidemark Budgeting (03-15-17 FY18 budget plan announcement)

• 03-20-17   Updated – Updates to PTA Manager and PTA Maintenance (how-to instructions)

• 03-17-17   Updated – Contact for Department Deposits Q&A and Will-Call Pick Up

• 03-14-17   New – Overview: Managing Restricted Gift Funds

• 03-13-17   New – Tidemark Budgeting: FY17 YEP and FY18 Budget Plan Open Labs

• 03-06-17   Posted – Expenditure Type & Object Code February Updates

• 03-02-17   Added – Tidemark Year-end Projection and Budget Plan Reports (Budget Review and Approval)

• 03-01-17   Tidemark Budgeting

• 02-28-17   Updated – Tidemark Year-end Projection and Budget Plan Reports

• 02-27-17   Posted – Tidemark Budgeting: FY18 Budget Plan Announcements 02-27-17

• 02-22-17   Updated – Gift Transmittals

• 02-21-17   Tidemark Budgeting

• 02-21-17   Updated – How To Verify and Disput PCard Transactions

• 02-17-17   Updated – OBI Financial Reporting Contacts

• 02-15-17   Added – Endowment Payout FAQs (how is the annual payout rate determined?)

• 02-14-17   New – TideMark: FY18 Booked Budget Preparation

• 02-09-17   Posted – Stanford 590 (Withholding Exemption Certificate)

• 02-09-17   Updated – Contact for Stanford's Form 990 and 990-T

• 02-07-17   Tidemark Budgeting

• 01-25-17   New – Smartmart New Supplier: Xerox

• 01-23-17   New – Tidemark Budgeting: Clinical Operations Statement Review Process Instructions

• 01-23-17   Updated – Smartmart Supplier Contact Information: Affymetrix (supplier removed, contact Life Technologies)

• 01-18-17   Posted – Expenditure Type & Object Code January Updates

• 01-17-17   Updated – Determining Payment Method for Expense Reimbursements / Allowances PDF

• 01-17-17   Updated – University Payment for Travelling by Railroads, Non-local Buses, Commercial Vessels

• 01-11-17   Posted – 2017 Mileage Reimbursement Rates

• 01-10-17   Updated – Contact for FFE Policy Specific Questions

• 01-09-17   Updated – Stanford W-9 (Request for Tax Payer Identification Number)

• 01-04-17   Updated – New Form I-9 – for Use Beginning January 4, 2017

• 01-04-17   Updated – Sales Tax Decrease Effective January 1, 2017

• 12-16-16   Updated – Payroll Administration: Salary Commitments (how salary commitments are determined and validated: for employees and faculty paid over 12 months)

• 12-12-16   Updated – PCard / TCard Application (new, streamlined, user-friendly application)

• 12-02-16   New – OBI Training FIN-0345 CER Dashboard Intermediate Workshop

• 12-01-16   Updated – Contact for Student Accounting & Fiscal Reporting

• 12-01-16   Removed – ReportMart3 Report Schedule Request Form

• 11-30-16   Updated – Instructions to Obtain / Delete Salary Key and Immigration Verification Letter

• 11-30-16   Updated – Payroll Form: Additional Recurring Pay

• 11-30-16   Updated – Purchasing Card (PCard) Reports

• 11-29-16   Updated – OBI Open Lab Schedule

• 11-22-16   New – OBI 12c New and Enhanced Ad Hoc Features ('for ad hoc users' section)

• 11-22-16   Updated – Gift or Sponsored Project Determination Process and Checklist (document URL on DoResearch changed)

• 11-21-16   Added – Stanford Travel Booking Tool Linked from Launch Systems Drop-Down Menu (on the right navigation)

• 11-21-16   Updated – University Payments Office Contacts (second phone number)

• 11-17-16   Updated – Navigating OBI 12c

• 11-16-16   Updated – Overview: Stanford W-2 Forms

• 01-15-16   Posted – Expenditure Type & Object Code November Updates

• 11-11-16   Updated – Moving Services (Corrigan Moving Systems contact, services and discounts)

• 11-11-16   Added – OBI Issues and Updates (PLM issue and OBI 12c sections)

• 11-11-16   Updated – Moving Services (Corrigan Moving Systems contact, services and discounts)

• 11-11-16   Updated – Payroll Reference Codes (payroll earnings, prescribed supplemental pay earnings code usage, job classification codes (JCC) mapped to expenditure types)

• 11-10-16   Updated – I-9 Non-Compliance Penalty Increases

• 11-08-16   Updated – Understanding PTA Status / End Date Validations for Invoice Processing

• 11-07-16   Updated – Gift Transmittals How To instructions (see Bulletin)

• 11-03-16   Updated – Budget Reporting Tool

  • Overview: About Financial Reporting Tools @ Stanford (Decision Support Services section, and replace Hyperion with Budget Management Reporting section)
  • Resources: Getting Access to Decision Support Services (DSS) (DSS Reporting Tool section) – Page retired 01-08-18

• 10-28-16   New – Investment and Withdrawal Guidelines from the Intermediate Pool

• 10-27-16   Updated – Guidelines for Use of Non-PO Payment Categories: Fees (Services removed)

• 10-27-16   Updated – OBI: Retirement of RM3 109 Delayed

• 10-27-16   Posted – Payroll Schedules and Postdoc Fellowship Deadlines 2017

• 10-24-16   Updated – Faculty Financial Inquiry Tool (FFIT) (table of access and authority to use FFIT)

• 10-24-16   Updated – Smartmart Supplier Contact Information: Bio-Rad

• 10-20-16   Updated – Smartmart Supplier Contact Information: OfficeMax

• 10-19-16   Updated – OBI Open Lab Supplemental Sessions (November 1 session removed)

• 10-18-16   New – OBI How To Demo (OBI basics: save, apply, edit and clear customizations)

• 10-17-16   New – OBI How To Demo (use the financial reporting directory to find and run RM3 1 to 1 conversion reports)

• 10-17-16   Updated – Claiming Unidentified Receipts

• 10-14-16   Updated – SU Inquiry Tools and Forms

• 10-13-16   Updated – Gift Transmittals Authority Grantors by School / Department (law school)

• 10-13-16   New – FIN-0341: OBI Financial Reporting Workshop

• 10-13-16   Updates – Stanford PCards and Travel Cards Chip-Enabled FAQs and Stanford Travel Card Policy (card delivery and reporting lost or stolen Travel Cards)

• 10-10-16   New – OBI CER Q&A Session (recorded on 2016-09-14, broken down by topic)

• 10-10-16   Updated – Access Egencia App Instructions

• 10-04-16   New – Access Egencia App Instructions

• 09-27-16   Updated – CER Scope by RM3 Reports (retirement of JNL 230 and JNL 231 pushed back)

• 09-27-16   Updated – Month-End Close Deadlines FY17 (Month-End Close Data Available on Reports column)

• 09-26-16   Posted – OSA Clearing Process Deadlines for Departments FY17

• 09-23-16   Posted – Month-End Close Deadlines FY17

• 09-23-16   Updated – Treat Yourself to CER Contest (Chart of Stanford business units' progress)

• 09-22-16   New – Certificate of Stanford's Good Standing Status from California Secretary of State

• 09-21-16   Added – Tidemark Budgeting Booked Budget How To: Year End Variance Reporting

• 09-20-16   Added – Travisa Contact for Stanford Travel Program

• 09-19-16   Updated – Payroll I-9 Contact Information

• 09-19-16   Updated – Living Wage and Benefit Guidelines (minimum rate and re-verification letters)

• 09-01-16   Updated – Form: Investment and Withdrawal Guidelines / Form for Funds Functioning as Endowment (FFE) (one form only, without dollar amount)

• 09-01-16   Updated – Buying and Accounting for Capital Equipment (Bulk Equipment)

• 08-30-16   Updated – FY16 Year-End Close Detailed Schedule (8/25, 8/29, 9/2, 9/3, 9/6 and 9/21) (page removed, see Year-End Close Interactive Calendar)

• 08-29-16   Posted – Expenditure Type & Object Code August Updates

• 08-26-16   Updated – FY16 Year-End Close Detailed Schedule (9/10) (page removed, see Year-End Close Interactive Calendar)

• 08-26-16   Updated – Oracle Financials Report Types and Uses

• 08-26-16   Updated – Treat Yourself to CER Contest (Chart of Stanford business units' progress)

• 08-24-16   Posted – FY16 OSA Clearing Process for Departments (Pay periods between: 08/01/2016 and 08/31/2016)

• 08-22-16   New – Faculty Travel and Video

• 08-22-16   Updated – Verify PCard Transactions (Step 6 and 7, Notes)

• 08-22-16   Updated – Year-End Close Detailed Schedule (9/6, 7, 8, 11) (page removed, see Year-End Close Interactive Calendar)

• 08-19-16   OBI CER

• 08-12-16   Updated – Year-End Close Resources (Schedule 9/20, 22, 29, calendar, and meeting presentation)

• 08-12-16   Updated – OBI Treat Yourself to CER Contest (Chart of Stanford business units' progress)

• 08-08-16   Updated – Form: Certification of Filing and Payment of Federal Taxes

• 08-05-16   Updated – OBI Treat Yourself to CER Contest (Chart of Stanford business units' progress)

• 08-04-16   Updated – Year-End Close Calendar (Tidemark 9/29 moved to 9/22)

• 08-04-16   Updated – OBI CER Penging Issues Resolved

• 08-04-16   New – Tidemark Budgeting: Excel Conversion Tool (Resources)

• 08-03-16   Updated – Buy and Pay Guide (Parking permit)

• 08-03-16   Updated – OBI Friday Open Lab

• 08-01-16   Updated – How To: Request an Off-Cycle Stipend Payment (Step 1 and Notes section #1)

• 07-21-16   New – Software Costs – Capitalize vs. Expense (Overview, How To, Form)

• 07-21-16   New – OBI CER: Calculating Burn Rate Demo

• 07-20-16   Posted – Stanford Payee Data Record (Stanford California W-9)

• 07-19-16   Updated – Chip Card for Stanford Travel Card FAQs (Chip Card Usage section, phone number for lost card)

• 07-19-16   Updated – Stanford Travel (phone number)

• 07-18-16   Posted – OBI CER Issue

• 07-18-16   New Functionality on July 18: Ability to "Flag" Expenses as Pre-Approved

• 07-13-16   New – OBI CER: Calculating Burn Rate Demo

• 07-12-16   Payroll for Employees and Payroll Administration

• 07-11-16   Stanford Travel

• 07-11-16   Tidemark Budgeting (Release instructions, application status and calendar)

• 07-01-16   Updated – Award Purposes

• 06-30-16   Tidemark Budgeting

• 06-29-16   Updated – E&I Contracted Moving Company – United Van Lines (Web site URL)

• 06-29-16   Updated – Authority in Gift Transmittals for New Users in OOD

• 06-27-16   Updated – Payroll Administration Resources: Prescribed Supplemental Pay Earnings Code Usage

• 06-27-16   New – Tidemark Budgeting How To: Intra-Unit Fund Management

• 06-24-16   Updated – Launching Systems and Sites on Fingate ('Refresh' page, clear cache, disable pop-up blocker)

• 06-24-16   Updated – How To: Create / Update Labor Schedules ('What Happens Next?' section)

• 06-22-16   Updated – Authority Model for OBI Reporting PDF

• 06-22-16   Updated – Year-End Close Calendar

• 06-22-16   New – Data Governance Center Search Field on Right Navigation (Under Fingate Search, Terms and more...)

• 06-20-16   Posted – OBI Future Releases (Procure-to-Pay and Revenue and Fund Management)

• 06-17-16   Updated – OBI Friday Open Lab Location Exceptions

• 06-17-16   Updated – OBI Status and Updates: CER Issue

• 06-17-16   New – Policy: New Funds Management Functioning as Endowment (FFE)

• 06-15-16   New – Fingate Budget Management Category

• 06-14-16   Updated – Tidemark Budgeting Status and Updates

  • FY17 Booked Budget: Release Instructions
  • Tidemark Application Status
  • FY17 Booked Budget Calendar (Resources on the right navigation)

• 06-08-16   Updated – SmartMart Suppliers Contact Information (Agilent Technologies / Stratagene)

• 06-13-16   Updated – SmartMart Suppliers Contact Information (Dell)

• 06-08-16   Updated – SmartMart Suppliers Contact Information (Agilent Technologies / Stratagene)

• 06-07-16   Tidemark Budgeting

  • Updated – FY17 Booked Budget: Release Instructions
  • Updated – Tidemark Application Status
  • New – FY17 Booked Budget Calendar (Resources on the right navigation)

• 06-07-16   Updated – Common Expenditure Types Used for Property and Equipment

• 06-03-16   Updated – Tidemark Application Status

• 06-01-16   Updated – Resource: Crosswalk of Hyperion Reports to Tidemark Reporting (Release Dates)

• 05-31-16   New – Tidemark Budgeting (FY17 Booked Budget: May 31, 2016 Release Instructions and Application Status)

• 05-31-16   Updated – Tidemark Reporting and Analytics

• 05-25-16   Posted – Expenditure Type & Object Code May Updates

• 05-24-16   Updated – TideMark Budgeting FAQs (the last one: How can I budget the salary of someone...)

• 05-23-16   Updated – Stanford Purchase Order Terms and Conditions Consolidated into One

• 05-19-16   Updated – Organization Suspense Accounts for Labor (Organization Suspense Accounts Defined)

• 05-19-16   Updated – Tidemark Reporting and Analytics and Resource: Crosswalk of Hyperion Reports to Tidemark Reporting and Analytics Solutions (Target Release Dates)

• 05-16-16   Updated – OBI Friday Open Lab Exceptions

• 05-16-16   New – Learn about Tidemark Budgeting Financial System

• 05-05-16   New – OBI CER Specific Documents

• 05-05-16   Updated – Answers to Frequently Asked Questions about OBI (Selection – #27)

• 05-05-16   Updated – Workflow Variations by Oracle Transaction Type (Labor Distribution Adjustments)

• 05-04-16   Updated – How To Complete a Gift Transmittal

• 04-29-16   Updated – Faculty Financial Inquiry Tool (FFIT)

• 04-29-16   Posted – Expenditure Type & Object Code April Updates

• 04-27-16   Updated – How To: Grant Authority for OBI Financial Reporting (Step 6)

• 04-27-16   Updated – OBI Authority Model (Page 3 and 4)

• 04-26-16   Updated – OBI CER Training and Support Options (Summary PDF)

• 04-22-16   Updated – SmartMart Suppliers Contact Information (Sigma-Aldrich)

• 04-14-16   Updated – Moving Services (United Van Lines)

• 04-07-16   Updated – OBI CER Training and Support Options

• 04-06-16   Updated – Form: Out-of-State Employee Approval

• 04-06-16   Updated – How to Order Duplicate W-2 Form

• 04-05-16   Updated – OBI Improvements

• 04-04-16   Updated – Add New Payees for Expense Reports and Non-PO Payments:

• 03-29-16   Updated – Payroll Earnings Codes

• 03-28-16   Updated – Month-End Close Deadlines (Soft, Hard and Final close periods)

• 03-25-16   Posted – Year-End Close Calendar and Schedule FY16

• 03-25-16   Posted – Expenditure Type & Object Code March Updates

• 03-25-16   Updated – OBI Consolidated Expenditure Reporting (CER) Related:

• 03-23-16   Updated – Air Travel (Lowest available airfare)

• 03-21-16   Updated – Resources: Oracle Financials Report Types and Uses

• 03-11-16   Updated – SmartMart Suppliers Contact Information (BioLegend)

• 03-10-16   Posted – Payroll Schedules and Deadlines (Winter Closure – pay period ending 12/31/2016)

• 03-08-16   Posted – OBI Consolidated Expenditure Reporting (CER) Presentation

• 03-03-16   Added – Step-by-Step Process to Invite Guest Travelers to Book in Orbitz for Business (Can I book travel for non-Stanford employees?)

• 03-02-16   Updated – How Will Your Business Be Affected by Consolidated Expenditure Reporting (CER)?

• 03-02-16   Updated – OBI Authority Model PDF

• 02-29-16   New – Escalation of Financial Transaction for Dean-Level Approval

• 02-29-16   New – How to Review / Approve Escalated Expense Requests and PCard Transactions

• 02-29-16   Updated – Approval Authority

• 02-29-16   Updated – Specific Business Expense Policy and Guidelines for Expense Reporting for Preparers and Approvers (Business Meals, page 4)

• 02-29-16   Updated – PCard: Verify Transactions

• 02-29-16   Updated – PCard: Review / Approve / Reject Transactions

• 02-29-16   Updated – Expense Requests: Interpret Transaction Numbers and Status Codes

• 02-29-16   Updated – Expense Requests: Handle Rejected / Returned Transactions and Request for More Info

• 02-29-16   Updated – Expense Requests: Approve / Request More Info / Reject an Expense Report, Advance, or Non-PO Payment

• 02-29-16   Updated – Expense Requests: Reporting Expenses and Getting Reimbursed (for T&R Processor)

• 02-26-16   Updated – SmartMart Supplier Contact (Praxair shipping information)

• 02-24-16   Updated – Expenditure Type & Object Code February Updates

• 02-08-16   Added – Gift Transmittals: How To Complete the Conflict of Interest Task

• 02-03-16   Updated – Payroll Earnings Codes

• 01-26-16   Updated – Expenditure Type & Object Code December / January Updates

• 01-18-16   New – How to Copy and Paste Expense Lines from Excel (including Excel templates)

• 01-18-16   Updated – About Supplier / Payee Record Requests and the Supplier / Payee Request Portal (including How To instructions)

• 01-14-16   Updated – Expenditure Type & Object Code December / January Updates

• 01-12-16   Updated – SmartMart Suppliers Removed (Neta, Operon and Promega)

• 01-12-16   Posted – Expenditure Type & Object Code December / January Updates

• 01-07-16   New – Chip Card for Stanford Travel Card FAQs

• 01-06-16   Updated – Stanford W-9 (Request for Tax Payer Identification Number)

• 01-06-16   Posted – 2016 Mileage Reimbursement Rates

• 12-08-15   Updated – Moving Services: Recommended Sources (Graebel Moving Company contact)

• 12-02-15   Posted – Expenditure Type & Object Code November Updates

• 11-23-15   Updated – Salary Tax Treaties (IRS / CO Form 8233 for Iceland Students)

• 11-19-15   Updated – Shipping via FedEx Online at Stanford (Health Physics contact for radioactive material shipping)

• 11-16-15   Updated – Time and Leave Reporting Training (training by appointment replacing open labs)

• 11-12-15   Updated – SmartMart Supplier Contact (Agilent Technologies / Stratagene)

• 11-09-15   Updated – Postdoc Fellowship Deadlines

• 11-06-15   Updated – Shipping via FedEx Online at Stanford or http://fedex.stanford.edu

• 11-02-15   New & Updated – Travel Section and Expense Requests System

• 10-30-15   New – How To Review Timecards for Part-Time Non-Exempt Salaried Employee

• 10-29-15   Updated – OSA Clearing Deadlines for FY16

• 10-16-15   Updated – SmartMart Supplier Contact (Roche)

• 10-15-15   Posted – Payroll Schedules and Postdoc Fellowship Deadlines 2016 (note: postdoc fellowship schedule column order changed)

• 10-12-15   Retired – FIN-0300: Introduction to Credit Card Acceptance & Processing

• 10-02-15   Updated – Questions / Comments for E&I Contacts

• 10-02-15   Updated – SmartMart Supplier Contact (En Pointe Technologies)

• 10-01-15   Added – Web Accessibility Policy (Services requiring special consideration / treatment)

• 10-01-15   Updated – Money Fund Rate 2016 Available (FY 2015 archived)

• 09-23-15   Updated – SmartMart Supplier Contact (Integrated DNA Technologies – IDT)

• 09-18-15   Updated – SmartMart Supplier Contact (OfficeMax)

• 09-14-15   Posted – Month-End Close Deadlines FY16

• 09-11-15   Updated – SmartMart Supplier Contact (VWR)

• 09-10-15   New – University Payments Office (formerly University Cashier's Office) Hours Changed

• 09-10-15   Updated – Commonly Used Expenditure Types document (and document link added to Resources index page of Account Structure and Buying and Paying sections)

• 09-08-15   Updated – Certification of Exception to Fly America Act Form (Open Skies option added back)

• 09-01-15   Updated – Buy & Pay Guide (including Commonly Used Expenditure Types document)

• 09-01-15   Updated – Rules for Capital Project Sub-tasks / Expenditure Type Combinations (Non-capital sub-task xxx.501: 53510 to 53511)

• 09-01-15   Updated – Cost Guidelines for Capital Project (Food and Entertainment Expenditures: Non-Capitalizable Costs)

• 09-01-15   Updated – Debt Backstopping to Debt Bridge Financing and Removed Policies and Procedures for Capital Projects PDF

• 08-31-15   Posted – FY16 Living Wage Rates Effective 10/1/15

• 08-24-15   Posted – Expenditure Type & Object Code August Updates

• 08-24-15   Updated – Links to Student Financial Activities (New Student Financial Services web site)

• 08-20-15   Updated – Adjust Paid Time in Axess Timecard (Step 5)

• 08-20-15   Updated – Time & Leave Reporting Resources (Timecard Approval Reminder Template and Timecard Approval Process and Expectations)

• 08-20-15   Updated – Payroll Earnings Codes

• 08-20-15   Updated – Time and Leave Reporting for Non-Exempt, Bargaining Unit, Contingent, and Hourly-Paid Student Workers due to Sick Time Policy Changes (Removed How To: Enter Time Worked for Contingent and Hourly-Paid Student Workers)

• 08-20-15   Updated – Transactions Posted to OSAs for Pay Periods between 06/01/2015 and 08/15/2015

• 08-18-15   Updated – FY15 Month-End Close Deadlines

• 08-18-15   Updated – FY15 Year-End Close Schedule (OSA deadlines 8/18 to 8/28)

• 08-18-15   Updated – Axess Timecard Leave Accrual Rates

• 08-17-15   Updated – FY15 Year-End Close Schedule (OSA deadlines 8/14 to 8/18)

• 08-17-15   Updated – Organization Suspense Accounts for Labor (OSA balances remaining cleared quarterly)

• 08-13-15   Updated – Contact for CADMS (Capital Accounting and Debt Management System)

• 08-13-15   Posted – Expenditure Type & Object Code July Updates

• 08-13-15   Added – Salary Tax Treaty and Form (Bulgaria)

• 08-13-15   Updated – Payroll Reference Codes (Payroll Earnings Codes & Axess Timecard Pay Rules)

• 08-04-15   Posted – FY15 Year-End Close Presentation to Budget Officers, Service Centers and Auxiliaries

• 07-31-15   Updated – Financial Management Services (FMS) Organization Chart

• 07-30-15   Updated – School and Department Contacts for Non-Sponsored Funding (Business Affairs, Development, Faculty / Staff Services, and Interim Fund Accounting Manager)

• 07-30-15   Updated – SmartMart Supplier Contact (Promega)

• 07-28-15   New – A Guide to Airline Pricing Online—Booking the Lowest Fare (Stanford Travel)

• 07-27-15   Updated – Stanford Travel (Postdocs and students access)

• 07-20-15   Updated – Create Salary Distribution Adjustment in LD (Step 4)

• 07-17-15   Updated – Process Miscellaneous Types of Receipts (Addresses for Office of Technology Licensing & Stanford University Press)

• 07-15-15   Added – Video Demo for How-To Splitting Allocations (Step 6 or 7 Allocate to PTAEs on Allocations and Approvers Screen)

• 07-15-15   Updated – FY15 Year-End Close Calendar (Income Exceptions on 8/26 & 9/11)

• 07-15-15   Updated – Expense Requests System: Extended Per Diem to Adjusted Per Diem

• 07-02-15   Posted – Expenditure Type & Object Code May & June Updates

• 06-29-15   Updated – View and Organize Outstanding Travel Card (TCard) Charges

• 06-23-15   Updated – SmartMart Supplier Contact: Hewlett-Packard, Perkin Elmer, Life Technologies

• 06-22-15   Updated – SmartMart Supplier Contact: Abcam, Cell Signaling Technology and Santa Cruz Biotechnology

• 06-11-15   Updated – Form: Certification of Filing and Payment of Federal Taxes

• 06-03-15   Updated – SmartMart Supplier Contact: Sigma-Aldrich

• 06-02-15   Updated – Buy Pay Guide and SmartMart Supplier Update

• 05-28-15   Updated – Organization Suspense Accounts for Labor and How To: Clear Organization Suspense Accounts for Labor

• 05-27-15   New – Resources: Tax Withholding for Out-of-State (non-California) Suppliers

• 05-22-15   Updated – Policy Notes: Organization Suspense Accounts (OSA)

• 05-21-15   New – Policies and Initiatives: International Traffic in Arms Regulations (ITAR) and Other Export Controlled Defense Articles, Software and Technical Data

• 05-20-15   New – Timecard Approval Reminder Template, and Approval Process & Expectations

• 05-20-15   Posted – FY15 Year-End Close Schedule

• 05-18-15   New – How To Use Expenditure Type Mapping Tool

• 05-18-15   Updated – How To Request a Change to an Existing Supplier / Payee (Step 3)

• 05-18-15   Updated – How To: Search for Expense Requests Transactions

• 05-15-15   Posted – 2015 Attestation of Feeder Owner Responsibilities

• 05-15-15   Updated – How To Verify PCard Transactions (Step 7 & 8)

• 05-14-15   Added – Unidentified Receipts Database Link

• 05-11-15   New – Stanford Travel FAQs

• 05-11-15   Updated – Gift Transmittals Authority Grantors for Graduate School of Business

• 05-08-15   Updated – Year-End Report Matrix (FIN_LABOR_173_Suspense_Account)

• 05-08-15   Updated – Guidelines for Writing a Clear Business Purpose

• 05-08-15   New – Post-trip Expense Report Checklists for Preparers

• 05-08-15   New – Stanford Travel Packets (envelopes for collecting receipts) Available!

• 05-08-15   Updated – Expense Requests Checklists and Now Guidelines for Expense Reporting

• 05-07-15   Updated – SmartMart Supplier Contact: Lenovo

• 05-01-15   Posted – Expenditure Type & Object Code April Updates

• 05-01-15   New – How To Respond to an Audited Transaction Notice

• 04-30-15   Added – Bangladesh to the Country for Salary Tax Treaties

• 04-29-15   Updated – SmartMart Supplier Contact: Bio-Rad

• 04-28-15   Updated – Purchase Order Terms and Conditions

• 04-28-15   Added – Affirmation Letter from California Franchise Tax Board Confirming Stanford's Tax Exempt Status

• 04-28-15   Updated – Claim Tax Treaty for Fellowship Payments (Step 3 & 4)

• 04-28-15   Updated – Guidelines for Use of Categories for Non-SU Payees (Expenses – Forign)

• 04-20-15   Updated – Default Payment Method for Requesting a Supplier / Payee

• 04-17-15   Updated – Streamlined Requisitioning with Removal of Contract Yes-No

• 04-17-15   Updated – New Requisition Type for Change Orders to Capital Purchase Orders

• 04-07-15   Updated – Plan Travel, Arranging Foreign Travel for Stanford Business

• 04-07-15   Updated – Buy Pay Guide: Purchasing Method for Hotel (local for visitor)

• 04-07-15   Updated – Job Classification Codes (JCC) Mapped to Expenditure Types

• 04-06-15   Updated – Stanford Management Company (SMC) New Web Site

• 04-03-15   Updated – OBI Availability

• 04-03-15   Updated – Change Requests to Existing PCard Account

• 03-30-15   Updated – Form 8300 (Report of Cash Payments over $10,000)

• 03-30-15   Added – Video Demo for How-To Itemize Alcohol on a Business Meal or Travel Meal

• 03-25-15   Posted – Expenditure Type & Object Code March Updates

• 03-24-15   Updated – SU-21 Form

• 03-20-15   Updated – Approve Feeder Journals

• 03-19-15   Updated – Paying Human Subjects

• 03-19-15   Updated – ORA-1101 Is Now DOR-1101

• 03-04-15   Posted – Expenditure Type & Object Code February Updates

• 03-03-15   Posted – Money Fund Rate February 2015 Available

• 02-26-15   Updated – New Fax Number for Expense Requests Receipts

• 02-25-15   New – Money Fund Rate Now Available on Fingate

• 02-20-15   New – FIN-0508: Paying Human Subject Online Training Available

• 02-17-15   New – Email Template to Stanford Travelers (for Travel Arrangers)

• 02-09-15   Fingate Updated to Reflect New Expense Request System and Related OBI Reporting

• 01-29-15   Updated – Month End Close Deadlines: Deadline Changes for iJournals and Labor Distribution Adjustments

• 01-28-15   Updated – Payroll Schedules and Deadlines (Pay Period Ending 12/31)

• 01-22-15   Added – Expense Requests & SU Credit Card Activity Reports on Learn about OBI Financial Reporting Web Site

• 01-20-15   New – FIN-0504: Non-PO Payment Requests Online Training Available

• 01-14-15   Added – Export Control / Trade Sanctions Requirements

• 01-12-15   Posted – Stanford W-9 Form

• 01-09-15   Updated – Payroll Earning Codes

• 01-09-15   Added – Learn about System: Expense Requests

• 01-09-15   New – FIN-0500, FIN-0502, FIN-0506, FIN-0509 & FIN-0402 Training Available

• 01-08-15   Posted – Mileage Rate Change Effective January 1, 2015

• 12-15-14   Updated – Payroll Earning Reference Codes

• 12-11-14   Added – Departmental Cash and Check Handling Checklist

• 12-10-14   Updated – Stanford W-2 Form (Box 3)

• 12-10-14   Updated – Tax Deduction Codes, Descriptions, and Rates

• 12-08-14   Updated – Instructor's PowerPoint for FIN-0510 Labor Schedules

• 12-08-14   New – Financial Confidentiality Agreement now in STARS

• 12-05-14   Updated – Labor Distribution Adjustments: Transaction Approval Process Change

• 12-05-14   Updated – Create / Update Labor Schedule

• 12-05-14   Updated – Create Salary Distribution Adjustment in LD: New System Controls

• 11-24-14   Posted – New Tax Affirmation Letter from IRS

• 11-24-14   Posted – Expenditure Type & Object Code November Updates

• 11-20-14   New – Gift Transmittal: Cash Receipts Certification Form (Step 4)

• 11-20-14   Re-Posted – FIN-0300: Introduction to Credit Card Acceptance & Processing

• 11-07-14   New – CASHNet.com Demo Videos Available

• 11-06-14   Posted – Expenditure Type & Object Code October Updates

• 11-06-14   Added – Cash & Check Handling Checklist

• 11-05-14   Updated – SmartMart Supplier Rainin Contact Information

• 10-30-14   Updated – CASHNet.com for Student-related Deposits and Code Restriction

• 10-30-14   Updated – Check Handling Information

• 10-28-14   Updated – How To Declare or Change Withholding Allowances

• 10-27-14   Added – 2015 Payroll Schedules and Deadlines

• 10-27-14   Added – 2015 Postdoc Fellowship Deadlines

• 10-15-14   Updated – Cutoff for iJournals Transaction Approvers (Day 4)

• 10-15-14   Updated – Deadline for Carry Forward / Rollover of Project Balances Request (Step 4)

• 10-09-14   New & Updated – Approving Feeder Journals Process

• 10-08-14   Updated – FMS Org Chart:  New Treasurer Identified

• 09-30-14   Updated – SmartMart Supplier Ricoh Contact Information

• 09-23-14   Updated – FY15 OSA Clearing Deadlines

• 09-22-14   New – How To Request an Off-Cycle Stipend Payment

• 09-22-14   Updated – Axess Timecard Pay Rules

• 09-18-14   Updated – Stanford Travel Card Policy: School and Department Supervisor Responsibilities

• 09-18-14   Updated – Typical Month-End Close Cycle: Day 4

• 09-18-14   Updated – FY15 Month-End Close Deadlines

• 09-17-14   Posted – FY15 OSA Clearing Deadlines

• 09-16-14   Updated – Request Off-Cycle Payment Instructions

• 09-10-14   Added – FY15 Month-End Close Deadlines

• 09-08-14   Updated – Year-End Close Schedule for Central Office: 9/10 Core Journal Final Deadline (page removed, see Year-End Close Interactive Calendar)

• 08-28-14   Modified – Expenditure Type / Object Code Request Forms

• 08-27-14   Updated – August 2014 Expenditure Type & Object Code

• 08-23-14   New – Capital / Non-Capital Project Decision Tree

• 08-20-14   Modified – "Stanford's Statement of Exempt Status" to "Exempt Status Affirmation Letter"

• 08-11-14   Retired – FIN-0300: Introduction to Credit Card Acceptance & Processing

• 07-25-14   New – Year-end Close Interactive Calendar

• 07-24-14   Updated – July 2014 Expenditure Type & Object Code

• 07-23-14   New – Rules for Capital Project Sub-tasks / Expenditure Type Combinations


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