File Management
According to the requirements, you need to make the payment after uploading the relevant transaction materials to obtain the foreign exchange settlement quota.
1. Start uploading
Click on Global Payments and select Upload at the top right corner on the Order Management page.
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2. Select payee
On the redirected page, select your product category and the relevant payee.
*You can select a payee or add a new payee in this step.
3. Upload the order file
3.1 Start uploading
Select “Click to edit”.
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3.2 Fill in the order file
There are two ways to upload the order file:
You can fill in the information following the instruction manually by clicking Add order(s).
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Or you can download a template, fill in the basic information in the template before submitting it to this page.
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3.3 Save the order file
Regardless of your chosen method to upload your file, after completing all the actions, click Save after completing all actions to return to the previous page.
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4. Upload the relevant materials
Upload the materials related to your current transaction according to the instructions. Once uploaded, click Confirm to submit the transaction.
*Please ensure that the amount on the contract/invoice matches the amount in your order file.
5. View & manage your files
You will be able to view and edit your files on the Order Management page whenever required. If the upload fails, you can click Reupload under Actions on the right side to check the reason for failure and proceed to modify it. After making the necessary modification, you can re-upload it.
*Note: All CNY-related settlement services provided by SUNRATE are facilitated by licensed institutions who are our partners.