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How to: Use Manage Code Types

With GreenSlate, it's easy to enable and create codes options for your payroll and accounting transactions.

Updated over a month ago

Quick guidde

1. Click "Manage Code Types"

First, click "Manage Code Types" option in the left-hand navigation menu.

Click 'Manage Code Types'

2. Click "Action"

Click the "Action" button of the code type you would like to add to or edit.

Click 'Action'

3. Select "View"

Select "View" from the drop-down menu options.

Select 'View'

4. Click "Add Item"

Next, click "Add Item" to start creating a new code type entry.

Click 'Add Item'

5. Click into the Code Field

Then, click into the code field to input the new code .

Click into the Code Field

6. Click into the Code Description

After, click into the code description field to input the new code description.

Click into the Code Description

7. Click "Save"

When you are ready, finalize by clicking "Save" to store the new code type.

Click 'Save'

That’s it! You have successfully used the "Manage Code Types" feature in Greenlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected].

1099/T4A

1099

Asset

Asset

Carbon

Carbon

Comp

Company

EPI

Episode

F1

Free

F2

Free

F3

Free

F4

Free

Insurance

Insurance

LOC

Location

Set

Set

Sub Account

Sub Account

TC

System Tax Credit

WS

State / Province

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