Uploading data into a Deposit
Many groups in the Mount Sinai community use a spreadsheet or tabled data to keep their deposits organized throughout the day. If part of your workflow includes this level of record keeping within your department, you can save a step by uploading the data directly into the online form.
Navigating to Upload File
- Login to Sinai Central
- Navigate Finance > Transactions > New > Deposit
- You can find the Upload File link at the top left of the form.
A new window appears.
To Upload a File
- Create a comma delimited file with the line item information. See essential elements and formatting below.
- Click on the Browse button. The File Upload box appears. Choose the name of the comma delimited file. Click on the Open button.
- Select the Upload button.
Essential Elements and Formatting
The essential elements that are needed to compose a line item for a deposit are the payment type (checks or cash*), a description, the fund number / object code, and the amount. An example of this information is provided in the table below. Currently, user comments are to be put in manually into the form.
*. Credit cards are presently not a payment type that can be entered into the deposit form in Sinai Central.
| Provider's Name |
Payment Type Check # or CASH |
Amount | Fund Number |
|---|---|---|---|
| Dr. Andree's copay |
CASH |
20 |
2222-2223-3054 |
| Dr. Lee's copay |
257 |
200 |
1111-0002-3052 |
| Dr. Andrew's copay |
CASH |
120 |
1111-0002-3052 |
| Dr. Jone's copay |
310 |
50 |
1111-0002-3052 |
To take advantage of the Upload File tool, the file needs to be:
- in a comma delimited format - use no spaces to avoid uploading errors
- without column headers (to avoid deleting a "nonsense" line item)
- in the following order:
Description: This is a short description of the line item. The text for the line item should
not be longer than 20 characters. This description is what appears in the general ledgers.
Payment Type: The check number or CASH (please write out "CASH"; everything else will be considered
check number).
Amount: User numbers only, no dollar signs.
Fund Number: (xxxx-xxxx-xxxx. The last four digits is the sub code).
Creating the comma delimited file for the upload can be accomplished with spreadsheet programs like Excel. An example of the table above in the acceptable format would be:
Dr. Andree's copay,CASH,20,2222-2223-3054
Dr. Lee's copay,257,200,1111-0002-3052
Dr. Andrew's copay,CASH,120,1111-0002-3052
Dr. Jone's copay,310,50,1111-0002-3052
Resulting File
Now that the data is imported, click on the Submit Request or Save Draft button.
