1. Click the Plus Sign Button
First, click the Plus Sign button in the header section
2. Click Check Request
Next, from the drop-down, choose Check Request 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 Invoice No. field.
5. Fill in the Bill Total
Then, fill in the Total Amount Due field.
6. Fill in the Bill Description
Next, fill in the Summary 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
Then, 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 submitted a check request 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].