Fund Transfer
This folder contains instructions on how to complete a fund transfer. Fund transfers can be completed in a batch process.
- Understanding fund transfers
- New to fund transfers? Start here. This will step you through understanding the requirements and workflow for the creation of a fund transfer.
- How to create a fund transfer
- A step-by-step guide to creating fund transfers.
- Reviewing Links
- A batch transfer is an aggregate of single fund transfers. These single fund transfers can be searched for individually in Sinai Central. Using the Links tool, you can find the other fund transfers created with the one you found.
- Editing a fund transfer
- Transactions that have the status of DRAFT can be modified until they are submitted. Here are the instructions on how to edit the fund transfer.
- Canceling Fund Transfers
- Attaching external documents to a fund transfer
- Understanding why you would want to attach documents to a fund transfer and how to do it.
- Adding Comments to the Fund Transfer
- Comments about the business process external of Sinai Central will support the transaction as it is being approved.
- Changing Funds or Object Codes with Fund Transfers
- How to change funds for a transfer in progress.
- Searching for a Fund Transfer
