A powerful feature of the Funds to Phones platform is the ability to add comments and attachments to transfers.  Our customers have used attachments to associate cash requisition forms for per diems and training fees, payroll approval forms for regular payroll payments and invoices for payments made to vendors. Comments let you give feedback to all parties involved in a transfer This let’s you track and manage payments with as much transparency as your organization demands.

  1. Once logged in, go to “Track Payments” from anywhere in the system

2.  Click on the transaction number for the specific transfer you would like to comment on to bring up the payments details

To add a comment

  1. Select comments

2.  Click Add

3.  Enter comment in window

4.  Press Post

  1. All comments appear underneath the transfer details and remain in the platform for record keeping

To add an attachment to a transfer

  1. Select Attachments

2.  Click Add

3. Select Choose file to navigate to the location on your computer that contains the attachment file

4. Select that file and click “Open”

5. Click on “Attach” to upload to the Funds to Phones platform

6. All attachments appear underneath the transfer details and remain in the Funds to Phones platform for record keeping

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