Changing Funds or Object Codes with Fund Transfers

Fund transfers can have their funds or object codes changed while the transaction is in progress.

Overview

To change a fund, you will need access to one of them. You also need to be the person that initiated the transaction.

1. Login to Sinai Central
2. Find or Create a Fund Transfer
   
3. Change the Funds (see below)

Changing the Funds

1. After finding the fund transfer, click on Change Fund in the left hand menu.
   
   The change fund tool will display.
   
   
2. Select a new fund to transfer to, transfer from, and the appropriate object codes.
3. Click the Set fund for this Fund Transfer button.
   
4. A confirmation step will occur asking to approve or deny the transfer. Click the approve button.
   A comment is added to the transfer showing the change in the fund.
   
   
   

Going Further

In the example above, the user has access to both the requesting and accepting funds. Both funds are administrated by the user. When you do not have access to a fund in your department, the lettering will be red. Funds that you do not have access to outside of your department will not be available.

The best use of this feature is when:

• you need to change a fund or object code that has been commented on and needs to be changed
  
• your changes will not involve any of the attached documentation or reasons for the transfer