How to create a deposit

Prerequisites

These instructions assume that you have a working Sinai Central user account, and that you have been given access to the fund(s) to which you want to deposit. If you're placing online purchase orders using a fund, then you qualify.

If you still need to activate your Sinai Central user account, see Activating Your Sinai Central Account.

If you need access to an account, you should first contact the fund's owner or administrator. If they cannot give you access, contact the Finance office via email finance@mssm.edu or call  212-731-3115 (ext. 33115).

Creating a deposit

1. Log in to Sinai Central. You can do this from http://www.mssm.edu/finance.
   
2. From the left menu bar, select Finance > Transactions > New > Deposit.
   
3. The New Deposit window displays. Enter the details of the deposit.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

1. The Deposit Number is automatically assigned by Sinai Central.
2. The Requester's Name, Box #, Telephone, and Department Name are taken from your Personal Profile. For more about your Personal Profile in Sinai Central, see 3: Your First Login to Sinai Central.
3. For each line item, select a Payment type (check or cash).
4. Type a User Comment for the deposit. This can be the reason for depositing that item or the reason for the entire deposit.
   
5. In the screenshot above, there are two different Descriptions. You can select one from the drop-down list, or select Other and type in a new description. New Descriptions should only be 20 characters long.
   
6. Select Edit to expose the Fund and Object Code drop-down lists. Choose a Fund and Object code. What is available on these lists are managed by the Finance Department.*
   
7. Enter an Amount.
8. You can add a line item by selecting Add More Lines. You can delete a line item by selecting a Delete check box.
   

   * Funds and object codes will appear when using a description other than *Other*
    from the drop-down list.  These were preset for you by a user with the Sinai Central
    role of Deposit Manager in your Department.

9. Save a Draft or Submit the request. Saving the request as a draft enables you to finish working on it later. Submitting it creates the deposit slip.
10. You can upload a comma delimited file of line items prepared at your workstation by selecting Upload File.
4.  After the deposit is submitted (and, if needed, approved), it is Ready to Deposit. You can now Print the deposit.
   
5. Attach cash and checks to the printed deposit form.
6. Anyone with a valid Mount Sinai ID can now take the deposit form and cash/checks to the Main Cashier.

At this point, if you want to add a comment to the deposit, select ADD COMMENT. Depending on how your Department manages record-keeping, you may need to scan additional documentation. You can do this by selecting ATTACHMENTS.

Modifying a deposit

Once a deposit is in the status of Ready to Order, only the Deposits Manager in your department can change the deposit status for further modification.