Funds Management

Links, tools and reference materials related to funds management:

• Funds Management Reference Materials
  • Proper Coding of Allowable and Unallowable University Expenditures
  • About Burdening
  • How Changes to PTA Attributes Affect Authority and Reporting
  • University Budget Plan
  • Oracle Reference Code Table
  • Award Types
  • Award Purposes
  • Money Fund Rate
  • Endowment Payout Process @Stanford
• Oracle Financials System Resources
  • Getting Access to PTA Manager
  • Getting Access to Gift Transmittals
  • Getting Access to iJournals
  • Getting Access to CMS and CMS Reports
• Oracle Financials Reporting Resources
  • Reports Related to Funds Management
  • Commitment Data on Oracle Financials Reports
  • Understanding How Expenditure, Budget & Commitment Data Appear on Oracle Financials Reports
  • How to Read a Fund Statement
  • Monthly Review and Quarterly PI Review and Certification
• Inquiry Tools (Launch Oracle and open SU Inquiry Tools and Forms folder)
  • Expenditure Type Query
  • Fund Title Query
  • Requisition and Purchase Orders Query
  • Signature Authority Query
  • Vacation Query
• Who to Contact for Help
  • School and Department Contacts for Sponsored Funding
  • School and Department Contacts for Non-Sponsored Funding