Fingate Updates

• 12-10-15   Posted – Stanford Express Roadshow Presentation Recorded

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

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

• 11-25-15   Added – Stanford Express Presentation Slides

• 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 Check 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

• 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