Skip to main content
Utility Menu
StanfordWho
Support Request
Report Compliance Concern
menu
close
CLOSE SEARCH
close
Search Fingate:
Search
search
Search
SEARCH
search
Systems
Systems
Launch or Learn about Systems
Systems
Authority Manager
LAUNCH
LEARN
Expense Requests
LAUNCH
LEARN
iJournals
LAUNCH
LEARN
iProcurement - Amazon Business
LAUNCH
LEARN
iProcurement - Non-Catalog Requests
LAUNCH
LEARN
iProcurement - SmartMart Catalog Suppliers
LAUNCH
LEARN
iProcurement - SmartMart Contracts
LAUNCH
LEARN
OBI Financial Reporting
LAUNCH
LEARN
Purchasing Card (PCard)
LAUNCH
LEARN
Travel Booking – Egencia
LAUNCH
LEARN
Travel Booking - Key Travel
LAUNCH
LEARN
Travel Booking – StudentUniverse
LAUNCH
LEARN
View all
Main navigation
Account Structure
add_circle
remove_circle
Account Structure
Account Structure
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Stanford's Chart of Accounts
Accounts (PTAs)
Accounts (PTAs)
View PTA Details
Request New Account (PTA)
Update and Maintain PTAs
Close PTAs
Expenditure Type Codes
Expenditure Type Codes
Purpose and Use of Expenditure Type Codes
Find Existing Expenditure Type Codes
Request New or Change Existing Expenditure Type or Object Codes
Object Codes
Object Codes
Purpose and Use of Object Codes
Find Existing Object Codes
Request New or Change Existing Expenditure Type or Object Codes
Org Codes
Org Codes
Purpose and Use of Org Codes
Find Existing Org Codes
Organization Code Hierarchy Change Requests
Authority
add_circle
remove_circle
Authority
Authority
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Managing Financial Risk
Signature Authority
Signature Authority
Signature Versus Financial Approval Authority
Financial Authority
Financial Authority
Financial System and Reporting Authority
Authority to Create Financial Transactions
Financial Transaction Approval
Authority to View or Access Financial Data
View Financial Authority Assignments
Grant or Update Financial Authority Assignments
Delegate or Share Oracle Approval Worklist
Purchasing & Contracts
add_circle
remove_circle
Purchasing & Contracts
Purchasing & Contracts
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Purchasing Policies & Guidelines
Categories of Purchases
Purchasing & Payment Methods
Purchase Orders
Contracts
Purpose and Use of Expenditure Type Codes
Sales & Use Tax
Foreign Currencies
Goods & Services
Goods & Services
Purchase Goods
Purchase Services
Stanford Purchasing Card (PCard) Program
Shipping via Fedex Online at Stanford
Capital Equipment
Capital Equipment
Purchase Capital Equipment
Manage Capital Equipment
Equipment Leases
Software Capitalization
Real Estate
Real Estate
Lease or Rent Real Estate
Invoice Payments
Invoice Payments
Purchase Order Invoice Processing
Outstanding Stanford Issued Checks (Escheatment)
Suppliers
Suppliers
Do Business with Stanford
Selecting a Supplier or Independent Contractor
Setting Up a New Supplier, Independent Contractor, or Visitor
Managing the Supplier or Independent Contractor Relationship and Record
Deliver Goods & Services
Business & Travel Expenses
add_circle
remove_circle
Business & Travel Expenses
Business & Travel Expenses
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Business and Travel Expenses
Sales & Use Tax
Tax Compliance at Stanford
Purpose and Use of Expenditure Type Codes
Financial Transaction Approval
Global Business Services
Travel for Stanford
Travel for Stanford
Planning and Booking Travel
Stanford Travel Program
Student Travel Expenses
Expense Categories
Expense Categories
Meals
Airfare
Lodging
Ground Transportation
Employee Gifts
Other Reimbursable Business Expenses
Payment Methods
Payment Methods
Advances
Reimbursements and Expense Reports
Stanford Travel Card (TCard) Program
Stanford Purchasing Card (PCard) Program
Digital Payments
Visitors
Visitors
Inviting and Paying Domestic Visitors
Inviting and Paying Foreign Visitors
Payee Setup
Payee Setup
Setting Up a New Supplier, Independent Contractor, or Visitor
Managing the Supplier or Independent Contractor Relationship and Record
Petty Cash Administration
Petty Cash Administration
Life Cycle of a Petty Cash Fund
Petty Cash Custodian Change
Paying People
add_circle
remove_circle
Paying People
Paying People
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Annual Tax Form Distribution
Setting Up a New Supplier, Independent Contractor, or Visitor
Intermediate Sanctions for Paying Disqualified Persons
Tax Compliance at Stanford
Payroll for Employees
Payroll for Employees
Payroll for Employees
Payroll for Faculty
Verify Eligibility for Employment and Form I-9
Time Reporting & Approvals
Stanford W-2 Statements
Stanford Paychecks
Verify Stanford Employment
Payroll for Foreign Non-Resident Employees
Garnishments
Subpoenas
Payroll Administration
Payroll Administration
Labor Schedules & Pay Allocation
Labor Distribution Adjustments
Payroll for Employees Working Outside of California
Time Card Administration
Paycheck Administration
One-Time or Supplemental Pay
Non-Payroll Payments
Non-Payroll Payments
Paying Human Subjects
Paying Honoraria
Paying Students (Graduate and Undergraduate)
Administering Postdoc Fellowship Pay
Hiring Temporary Workers
Managing Funds
add_circle
remove_circle
Managing Funds
Managing Funds
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Life Cycle of a Fund
Managing Financial Risk
Fund Types
Burdening
Authority to View or Access Financial Data
Specific Fund Types
Specific Fund Types
Donor Gifts
Auxiliaries & Service Centers
Receivables
Capital Projects
Sponsored Research
Budgeting
Budgeting
Stanford's Budget Process
Budget Officers
Revenue & Fund Balance
Revenue & Fund Balance
Receive Funds
Endowment Payout Process
Fund Transfers
Manage Fund Balances
Year-End Close
Reporting Foreign Gifts & Contracts
Expense Management
Expense Management
Month-End Close
Organization Suspense Accounts (OSA)
Accounts Payable (AP) Default PTAs
Commitment Management
Managing Aging and Outstanding Expense Transactions
Debt Management
Debt Management
Debt Considerations
Manage Debt
Balance Sheet Accounts
Balance Sheet Accounts
Statement of Financial Position
Balance Sheet Account Balance Reconciliation
Balance Sheet Account Balance Reconciliation Attestation
Receipts & Gifts
add_circle
remove_circle
Receipts & Gifts
Receipts & Gifts
View Full Menu
arrow_forward
Fundamentals
Fundamentals
Tax Compliance at Stanford
Selling Goods and Services
Bank Accounts and Services
Bank Fraud Prevention
University Receipts
University Receipts
Types of University Receipts
Deposit Cash and Checks
Incoming Wire Transfers and ACH Payments
Credit & Debit Card Acceptance
Credit & Debit Card Acceptance
Merchant Services Program
Accepting Credit and Debit Card Payments
Merchant Account Life Cycle
Issuing Refunds to Credit and Debit Cards
Donor Gift Processing
Donor Gift Processing
Donor Gifts
Record Donor Gifts
Fundamentals
Home
Main Menu
Account Structure
Authority
Business & Travel Expenses
Managing Funds
Paying People
Purchasing & Contracts
Receipts & Gifts
Home
Receipts & Gifts
Fundamentals
Last Updated: Nov 5, 2019
Submit feedback about this page
News
View all news
Announcement
Jul 22, 2024
Year-End Close: 2024 Reminders and Deadlines
Announcement
Feb 22, 2024
Continuous Improvements to Fingate
Newsletter
Nov 16, 2023
Excellence in Financial Stewardship | Issue 9
arrow_upward
Back to Top
Content Specific to Fundamentals
assignment_turned_in
Policy
linear_scale
How To
local_library
Resource
assignment
Form
school
Learning
trending_up
Reporting
computer
System
×
