{"id":10023,"date":"2022-02-08T13:22:24","date_gmt":"2022-02-08T13:22:24","guid":{"rendered":"https:\/\/www.glos.ac.uk\/information\/?post_type=ht_kb&#038;p=10023"},"modified":"2024-03-01T15:42:01","modified_gmt":"2024-03-01T15:42:01","slug":"uploading-finance-documents-procedure-notes-2","status":"publish","type":"ht_kb","link":"https:\/\/www.glos.ac.uk\/information\/knowledge-base\/uploading-finance-documents-procedure-notes-2\/","title":{"rendered":"Uploading Finance Documents Procedure Notes"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li class=\"\">Log in to Student Records online<\/li>\n\n\n\n<li class=\"\">From the homepage, select \u2018Bills, Funding &amp; Finance\u2019 and then \u2018Finance\u2019<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"244\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152931\/Bills-funding-and-finance-screenshot-1024x244.jpg\" alt=\"Screenshot of bills, funding and finance in student records platform\" class=\"wp-image-129000006221\" \/><\/figure>\n\n\n\n<p>The following screen will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"270\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152937\/Student-finance-dashboard-screenshot-1024x270.jpg\" alt=\"Screenshot of student finance section on student records platform\" class=\"wp-image-129000006223\" \/><\/figure>\n\n\n\n<p>3. Select &#8216;Upload Finance Documents for Fees&#8217;<br>4. Select &#8216;Documents. This will allow you to add your document<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"329\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152940\/Upload-finance-documents-screenshot-1024x329.jpg\" alt=\"Screenshot of upload finance documents in student records platform\" class=\"wp-image-129000006224\" \/><\/figure>\n\n\n\n<p>5. Select &#8216;add new document&#8217;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"66\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152928\/Back-to-vista-add-new-document-screenshot-1024x66.jpg\" alt=\"Screenshot of buttons 'back to vista' and 'add new document' in student records platform\" class=\"wp-image-129000006220\" \/><\/figure>\n\n\n\n<p>6. Select document type:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Bank Transfer Evidence for Fees<\/strong> \u2013 this is your bank transfer documents so we can link your payment to your account<\/li>\n\n\n\n<li class=\"\"><strong>Sponsorship Form for Fees<\/strong> \u2013 this is a signed copy of your sponsorship form for the current academic year so we can assign the sponsor to your account<\/li>\n<\/ul>\n\n\n\n<p>7. Select \u201cUpload file\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"207\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152926\/Add-new-document-screenshot-1024x207.jpg\" alt=\"Screenshot of 'add new document' section in student records\" class=\"wp-image-129000006219\" \/><\/figure>\n\n\n\n<p>8. Select \u201cBrowse\u201d and choose the document you want to upload<\/p>\n\n\n\n<p>Add one of the following names within the Descriptions box, dependant on document type you have uploaded:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Bank Transfer<\/strong><\/li>\n\n\n\n<li class=\"\"><strong>Sponsor Form<\/strong><\/li>\n<\/ul>\n\n\n\n<p>9. Select \u201cUpload File\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"238\" src=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2024\/03\/01152934\/File-upload-screen-screenshot-1024x238.jpg\" alt=\"Screenshot of file upload screen in student records platform\" class=\"wp-image-129000006222\" \/><\/figure>\n\n\n\n<p>After a few seconds, the following message should appear at the top of the screen \u201cYour file has been successfully uploaded\u201d.<\/p>\n\n\n\n<p>Please allow <strong>2 working days<\/strong> for your account to be updated with the sponsor details, the fees team will send an email to your student email address to confirm your sponsorship form has been processed.<\/p>\n\n\n\n<p>Should you have any queries then please contact <a href=\"mailto:fees@glos.ac.uk\">fees@glos.ac.uk<\/a> or tel: 01242 714222.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The following screen will appear: 3. Select &#8216;Upload Finance Documents for Fees&#8217;4. Select &#8216;Documents. This will allow you to add your document 5. Select &#8216;add new document&#8217; 6. Select document type: 7. Select \u201cUpload file\u201d 8. Select \u201cBrowse\u201d and choose the document you want to upload Add one of the following names within the Descriptions [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","footnotes":""},"schools":[],"campuses":[],"subject_area":[],"ht-kb-category":[257],"ht-kb-tag":[],"class_list":["post-10023","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-student-finance"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb\/10023","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/comments?post=10023"}],"version-history":[{"count":6,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb\/10023\/revisions"}],"predecessor-version":[{"id":15927,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb\/10023\/revisions\/15927"}],"wp:attachment":[{"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/media?parent=10023"}],"wp:term":[{"taxonomy":"schools","embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/schools?post=10023"},{"taxonomy":"campuses","embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/campuses?post=10023"},{"taxonomy":"subject_area","embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/subject_area?post=10023"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb-category?post=10023"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.glos.ac.uk\/information\/wp-json\/wp\/v2\/ht-kb-tag?post=10023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}