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)
• 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)
• 05-20-15 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 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
• 01-28-15 Updated – Payroll Schedules and Deadlines (Pay Period Ending 12/31)
• 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