1. Click the Add Button
First, click the Plus Sign button in the header section
2. Click Petty Cash
Next, from the drop-down, choose Petty Cash from the options.
3. Select the Petty Cash Vendors Name
Now, select the appropriate petty cash 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 petty cash vendor.
5. Create Another
Now, If you would like to enable continuous creation mode, please check the Create another box and you will be able to continuously submit without leaving this page.
6. Fill in the Envelope Total
Then, fill in the envelope amount information.
7. Fill in the Envelope Description
Next, fill in the envelope description.
8. Select The Account Code
Now, select the appropriate account code by typing in the search field or choosing from the drop-down menu.
9. Click Add Item Button
Then, if needed, click Add Item to create a new entry.
10. Actions Button
Next, click the Actions button to reveal options for managing the selected line, such as Copy, Paste, Split, Duplicate, Link PO, and Delete.
11. Click on the Upload Button to Add the Envelope Backup
Then, click on the Upload button to add the envelope backup
12. Click Submit
When you are ready, finalize the petty cash envelope submission process by clicking Submit.
That’s it! You have successfully submitted a petty cash 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].