How to: Use CASHét

1) Copy and Paste from a CASHét Envelope download

2) Use an automated daily import of transactions to create Envelopes in our application

3) Manually upload your transactions

Step 1: Fill out the PC envelope in the CASHét dashboard.

Step 2: Open the PC Envelope in the CASHét portal and click DOWNLOAD to Excel. This will download to the GreenSlate Copy/Paste format.

Step 3: Click the + to the right of PCard Envelopes on the left navigation.

Step 4: Select the CASHét vendor from the Cards drop down menu and click SUBMIT.

Step 5: Copy the template from CASHét and while it is still highlighted, click PASTE.

Step 6: Enter an envelope # or check the box to auto generate and enter a description.

Step 7: Enter the total of the detail lines in the Reimburse Amount field. This will create a credit and a debit line automatically to move funds back to the CASHét vendor's account.

Step 8: Add notes and upload files as needed.

PRO TIP: Upload a PDF version of you CASHét Envelope for it be virtually paperclipped to this transaction's PDF in GreenSlate!

Step 9: Click SUBMIT.

Step 1: Click IMPORT STORAGE on the left navigation.

Step 2: Click EDIT.

Step 3: Assign the CASHet vendor in the Vendor Name field to the appropriate transactions.

Step 4: Click SUBMIT.

Step 5: Follow Steps 3 though 8 from above to submit the envelope.

Step 1: Complete and upload the template of transactions to Import Storage.

Step 2: Click the + to the right of PCard Envelopes on the left navigation.

Step 3: Select the CASHet vendor from the Cards drop down menu and click SUBMIT.

Step 4: Select the transactions in the Add Imports window then click ADD.

Step 5: Enter an envelope # or check the box to auto generate and enter a description.

Step 6: Enter the total of the detail lines in the Reimburse Amount field. This will create a credit and a debit line automatically to move funds back to the CASHet vendor's account.

Step 7: Add notes and upload files as needed.

Step 8: Click SUBMIT.