Funds Management
Accounting for income and expenditures in Stanford's fund accounting environment
Step-by-step instructions for funds management-related tasks:
- Journal Entries How To Instructions
- Create / Modify a Budget Using iBudgets
- Account (PTA) and Expenditure Type Tasks:
- Request New PTA
- Request New (or Change Exisiting) Expenditure Type or Object Code
- Request a Fund Transfer
- PTA Manager and PTA Maintenance How To Instructions
- Gift Transmittals How To Instructions
- Commitment Management and Forecasting:
- How To Instructions for Common Commitment Management System (CMS) Tasks
- View or Suppress Commitments
- Extract Select Pages from a PDF File Containing Multiple Monthly Expenditure Statements