First, navigate to "All Batches" in the left-hand menu.

Next, click on the "Current Project Unposted" tab to see all unposted payroll batches.

From the "Actions" drop-down menu, select "Post."

Choose the "Effective Date" for posting the payroll batch. If your project uses Episode or Location codes, you may also need to select them.

Next, click on the "PR Transaction" tab to view all detail lines in the payroll batch.

Then, click on the "With Error" tab to see detail lines with coding errors.

Click "Edit" to make changes to the detail lines or correct coding errors.

All fields with boxes are editable. You can edit single items by clicking into the individual field on a line.

You can bulk edit multiple lines by ticking the box to the left of each line, then entering the necessary change in the field at the top of the column. Click on the blue arrow to apply the bulk changes to the selected lines.

To undo changes you've made but stay in the "Edit" screen, click the "Reset Page" button. If you'd like to exit out of the "Edit" screen without saving any changes, click the "Cancel All" button.

When you are done making changes, click "Save" to save changes.

Then, click "Confirm" to verify changes.

If you would like to review the payroll batch in report form before posting, you can run a "Post Payroll Preview" report in the upper right-hand corner. The report will appear in a separate window so no changes to the batch will be lost.

When all changes have been made, click "Post" in the bottom right corner.

Then, click "Continue" to complete the payroll posting process. The payroll transactions will be posted to the "General Ledger" and there will be an unposted GreenSlate invoice to post and pay in "Bills."

That's it. You have successfully posted your payroll batch in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via online chat or email at [email protected].