1. Click the Green "Add" Button
First, click the "Plus Sign" button in the header section
2. Click "Check Request"
Next, from the drop-down, choose "Bill" from the options.
3. Select the Vendor
Now, select the appropriate vendor by typing in the search field or choosing from the drop-down menu.
4. Fill in the Bill Number
Next, fill in the bill number.
5. Fill in the Bill Total
Then, fill in the bill total.
6. Fill in the Bill Description
Next, fill in the bill description.
7. Select The Account Code
Now, select the appropriate account code by typing in the search field or choosing from the drop-down menu.
8. Click Add Item Button
The, if needed, click "Add Item" to create a new entry.
9. Actions Button
Next, click the "Actions" button to reveal options for managing the selected line, such as "Copy, Paste, Split, Duplicate, and Delete".
10. Click on the "Upload" Button to Add the Check Request Backup
Then, click on the "Upload" button to add the envelope backup.
11. Click "Submit"
When you are ready, finalize the check request submission process by clicking "Submit".
That’s it! You have successfully used the "Submit a Bill" feature in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or email us at [email protected].