1. Click the Plus Sign Button
First, click the Plus Sign button in the header section.
2. Click PCard Envelope
Next, from the drop-down, choose Pcard Envelope from the options.
3. Select the Prepaid Card Holder's Name
Now, select the appropriate pcard vendor name by typing in the search field or choosing from the drop-down menu.
4. Click Submit
Click Submit to proceed with the selected prepaid card.
5. Fill in the Description
Next, fill in the Summary Description field.
6. Select The Account Code
Now, select the appropriate account code by typing in the search field or choosing from the drop-down menu.
7. Click Add Item
Then, if needed, click Add Item to create a new entry.
8. Click Actions Button
Next, click the Actions button to reveal options for managing the selected line, such as Split, Link Po, and Delete.
9. Click on the Upload Button to Add the Envelope Backup
Then, click on the Upload Button to add the envelope backup.
10. Click Submit
Finally, click Submit to complete and send your prepaid card envelope submission.
That’s it! You have successfully submitted a prepaid card envelope in GreenSlate. 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]