All Resources by Activity
Find links, tools and reference materials by financial activity:
Account Structure: Stanford's Chart of Accounts
- PTAEO / PFOO Account Structure:
- PTAEO and PFOO Defined
- PTA Attributes & Definitions (for use when requesting a new PTA)
- Project Types & Definitions
- Service Type Attribute Matrix
- Service Type Determination for Fellowship Awards
- Service Type Determination Based on Sponsored Activity (including Cost Sharing)
- Award Types
- Award Purposes
- Award Range Table
- Expenditure Type Definitions & Rules
- Commonly Used Expenditure Types
- Object Code Listing
- Object Codes: 46XXX Revenue Definitions
- University Administration Organizational Hierarchy
- How Changes to PTA Attributes Affect Authority and Reporting
- Proper Coding of Allowable and Unallowable University Expenditures
- Oracle Authorized Approver Hierarchy
- Inquiry Tools (Launch Oracle and open SU Inquiry Tools folder):
- Reports Related to Account Structure: Chart of Accounts
- Contacts for Sponsored and Non-Sponsored Funding
Buying & Paying
- Buy and Pay Guide
- Financial Support Center
- Commonly Used Expenditure Types
- Expenditure Types and Suppliers Exempted from Sales Tax
- Inquiry Tools (Launch Oracle and open SU Inquiry Tools folder):
- Department Property Administrator (DPA) Lookup Tool
- Financial Reports Related to Buying & Paying
- Payment Handling Methods and Processing Times
- For Suppliers
Information and resources for doing business with Stanford
Capital Equipment & Capital Projects
- Common Expenditure Types Used for Property and Equipment
- Rules for Capital Project Sub-tasks / Expenditure Type Combinations
- Property Management Office (PMO)
- Funding Guidelines for Capital Projects
- Cost Guidelines for Capital Projects – Capitalizable vs. Non-Capitalizable Costs
- Capital / Non-Capital Project Decision Tree
- University Budget Plan
- Inquiry Tools:
- DPA (Department Property Administrator) Lookup Tool
- Expenditure Type Query (Launch Oracle and open SU Inquiry Tools folder)
- Reports Related to Capital Equipment & Capital Projects
Cash Handling & Deposits
- Credit Card Merchant Services Web Site
- University Payments Office Hours, Location and Services
- Types of University Receipts – Examples, Exceptions and Important Notes
- Departmental Cash and Check Handling Checklist
- Cash and Check Handling Checklists
- Unidentified Receipts Database
- Object Code Listing
- Currency Converter
- Sales and Use Tax Guide
- Unrelated Business Income
- Inquiry Tools:
- Expenditure Type Query (Launch Oracle and open SU Inquiry Tools folder)
- Reports Related to Banking and Commerce
Financial Authority
- University Administration Organization Hierarchy
- How Changes to PTA Attributes Affect Authority and Reporting
- Oracle Approval Workflow
- Requesting Oracle Access for Non-Employee Students, Hospital Employees & Temporary Employees
- Inquiry Tools (Launch Oracle and open SU Inquiry Tools folder):
- Reports Related to Financial Authority
Financial Reporting
- Oracle Financials Reporting Using Oracle Business Intelligence (OBI)
- Oracle Financials Reporting Using ReportMart3
- Oracle Reference Code Table
- Oracle Financials Inquiry Tools (SU Inquiry Tools)
Funds Management
- Funds Management Reference Materials
- Oracle Financials System Resources
- Oracle Financials Reporting Resources
- Inquiry Tools (Launch Oracle and open SU Inquiry Tools folder)
- Who to Contact for Help
Month-End / Year-End Close
- Month-End Resources
- Year-End Resources
- University Administration Organizational Hierarchy
- Oracle iJournals Related Resources & Job Aids
- Oracle Labor Distribution Related Resources & Job Aids
- Expenditure Type Query
- Reports:
Payroll Administration
- Employment Eligibility Verification (I-9)
- Payroll Deadlines and Reference Codes
- Resources for Employees
- Termination Process
- Off-Cycle Check Process
- Non-Resident Alien Information
- Salary Tax Treaties and Forms (This page resides in the Students section of this web site)
- Inviting and Paying Foreign Visitors (includes Foreign Visitor Categories and Associated Visa Types)
- Faculty Pay
- System Access
- Time & Leave Reporting
- Miscellaneous
Payroll for Employees
- Employment Eligibility Verification (I-9) Compliance Frequently Asked Questions
- Pay Statements
- Time & Leave Reporting
- Tax Considerations
- Request a SUNET ID
Reimbursement / Expense Reporting
- Payment Handling Methods and Processing Times
- Expense Guidance for Business Meals
- Proper Coding of Allowable and Unallowable University Expenditures
- Oracle Expense Requests Related Resources
- Travel-Related Resources
- Reimbursement Options for Travel Expenses
- Per Diem Rates
- Mileage Reimbursement Rates
- Currency Converter
- Stanford Travel Packet (envelopes for collecting receipts)
- Post-Trip Expense Report Checklists for Preparers
- Inquiry Tools (Launch Oracle and open SU Inquiry Tools folder):
- Reports Related to Business Expenses / Reimbursements
Supporting Students
- University Bill
- Loans, Scholarships & Other Financial Aid
- Financial Aid Offices
- University Accounting Services, LLC Web Site (Exit Counseling for Loan Borrowers)
- GFS (Graduate Financial Support) Policy Manual
- Paying for Graduate Student & Postdoc Academic Travel and Misc. Student Support (slide presentation)
- Tax Information
- Tax Credit Reporting Service for Students
- Salary Tax Treaties and Forms - for Non-Resident Alien Students
- How to Read Your Stanford Annual Tuition Statement (Form 1098-T) Video
- Reports Related to Supporting Students
- Financial Aid Office:
Tax Compliance
- Tax Compliance Reference Materials
- Unrelated Business Income Tutorial
- Intermediate Sanctions
- Employee vs. Independent Contractor Status
- Scholarships and Fellowships: Tax Considerations
- IRS Publication 970: Tax Benefits for Education
- Sales and Use Tax Guidelines
- Common Sales Tax Exempt Categories
- Tax Withholding for Out-of-State (non-California) Suppliers
- Goverment Web Sites
- For Students, Scholars and Fellows receiving financial support or wages from Stanford:
- Inviting and Paying Foreign Visitors (includes Foreign Visitor Categories and Associated Visa Types)
- Salary Tax Treaties and Forms
- IRS Information on Income Tax Exclusions for Scholarships and Fellowships
- Substantial Presence Test
- Federal Tax Help-Sheet for Non-Residents
- Bechtel International Center
- Reports Related to Tax Compliance
Travel
- Stanford Travel
Stanford's preferred travel management service for travelers and arrangers - Stanford Travel Packet (envelopes for collecting receipts)
- Post-trip Expense Report Checklists for Preparers
- Reimbursement Options for Travel Expenses
- Travel Payment Methods (advances & travel cards)
- Excel Template to Record and Paste Expense Lines
- Rates
- Payment Handling Methods and Processing Times
- Proper Coding of Allowable and Unallowable University Expenditures
- Reports Related to Travel
- Expenditure Type Query (Launch Oracle and open SU Inquiry Tools folder)
- U.S. Flag Air Carriers and Code Share Alliances
- International Travel
- International Travel Information (U.S. Department of State)
- Currency Converter
- Passport and Visa Services
- Airfares City-Pair Search
- World Clock, Time Converter, and More...
- Bechtel (for visa info, etc.)
- Salary Tax Treaties and Forms