1. Introduction
I will walk you through each step so you can complete the process with ease.
2. Click the "Add" Button
First, click the "Plus Sign" button in the header section
3. Click "Petty Cash"
Next, from the drop-down, choose "Petty Cash" from the options.
4. 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.
5. Click "Submit"
Click "Submit" to proceed with the selected petty cash vendor.
6. Fill in the Envelope Total
Then, fill in the envelope total 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].