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Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > About PTA Manager & PTA Maintenance

About PTA Manager and PTA Maintenance

PTA Manager is an online tool that enables schools and departments to request, approve and track non-sponsored and miscellaneous accounts receivable accounts (PTAs). PTA Maintenance, a sub-component of the PTA Manager system, allows schools and departments to update PTA attributes for existing accounts (PTAs). PTA Maintenance replaced the ePTA Maintenance tool.

Sponsored accounts are initiated using SeRA (Stanford Electronic Research Administration).

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About PTA Manager

PTA Manager is an online, easy-to-use tool that enables schools and departments to request, approve and track accounts (PTAs).

Why Use PTA Manager?

PTA Manager provides the following benefits:

  • Automated Workflow Routing

    Routes PTA requests through one or multiple approver(s) and FYI contacts and notifies the appropriate fund accountant when the request is ready for processing

  • Transparency

    Provides visibility into the status of each PTA request, and the individuals participating in the workflow (requestor, approver, and fund accounting)

  • Accuracy

    Utilizes system controls to ensure data entered by campus users and central administration is accurate

  • Documentation Repository

    Maintains uploaded donor documents that can be easily accessed for review

  • Shorter Process Time

    Expedites the approval process by automatically routing and tracking the electronic PTA form data, donor documents, communications, and approvals

Integration with Gift Transmittal System

PTA Manager system is integrated with the Gift Transmittal system. When a gift requires a new fund or account (PTA), the Gift Transmittal system will send an email notification to the designated department administrator with instructions to log in to the PTA Manager system and complete the PTA set-up. Learn more about Gift Transmittals.

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About PTA Maintenance

PTA Maintenance is a sub-component of the PTA Manager system. This tool makes it simple for schools and departments to update PTA attributes for existing accounts (PTAs). As of February 2014, PTA Maintenance replaces the ePTA Maintenance system for updating PTAs.

Why Use PTA Maintenance?

PTA Maintenance provides the following benefits:

  • Transparency

    Allows you to view all scheduled update transactions, completed update transactions, and the attribute update history of specific PTAs

  • Accuracy

    Utilizes system controls to ensure data entered by campus users and central administration is accurate and complete

  • Flexibility

    Attribute changes can be scheduled to take place either immediately or on a future date

  • Time Savings

    Mass updates of multiple PTAs can be made with a single transaction

  • System Alerts

    System-generated emails alert users when Manager and Owner values become invalid and when updates take effect

Integration with PTA Manager System

The new PTA Maintenance system is integrated with the PTA Manager system. Users with access to both systems can easily toggle between the two using interface links. Learn more about PTA Manager.

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How Do I Get Started in PTA Manager and PTA Maintenance?

Visit the Access and Training sections to learn more.

 

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