Attaching external documents to a fund transfer
Understanding why you would want to attach documents to a fund transfer and how to do it.
Overview
- Login to Sinai Central
- Find or Create the Fund Transfer
- Upload the documents (see below)
Attaching documents
- After finding the fund transfer, select ATTACHMENTS in the left hand menu.
A new form will display.
- Enter a description of the file you are loading.
- Click the browse button to upload a file from your computer.
- Find the file on your computer. Click on the Open button to choose the file.
- Click the Upload button to upload the file.
A listing of the file will be displayed above the Upload New File form. - Click on the filename to review what has been uploaded.
- Click on the
to delete a file.
*Files uploaded will be read by a user at another computer.
To avoid an issue with another user reading your uploaded file,
you should use common file types that can be recognized by your browser
or a common application including:
Microsoft Office (doc, xls)
Adobe Acrobat (pdf)
Image files (tiff, jpg, jpeg, bmp)
Issues with an uploaded file may delay processing of a transaction
Going Further
Why bother attaching documents to a fund transfer? Well, there are several reasons. - First, attached documents aid as supporting details for transactions.
- Electronic receipts can be attached by uploading the document to Sinai Central as they already reside on your computer as a file. Paper documents can be scanned with a scanner creating an electronic record. After creating the electronic record, it can be uploaded.
As these are not replacing the originals, the attached documents stay with the transaction. For years, record keeping has involved keeping a supporting copy of the original in a filing cabinet attached to a printed copy of the transaction. With this function, all records of the transaction and supporting information can be maintained online. - You are not limited to what file type can be attached to the transaction*.
- Fund transfers are one of the few transactions in Sinai Central that does not support printing from the left hand menu. Fund transfers are recorded in the general ledgers, giving users a way of tracking the transaction.
