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How to: Create a Petty Cash Envelope

Welcome to our guide on how to create a petty cash envelope in GreenSlate.

Updated this week

Welcome to our guide on how to submit a prepaid card envelope in GreenSlate.

1. Click the "Add" Button

First, click the "Plus Sign" button in the header section.

Click the 'Add' Button

2. Click "PCard Envelope"

Next, from the drop-down, choose "Pcard Envelope" from the options.

Click 'PCard Envelope'

3. Select the Prepaid Card Holders Name

Now, select the appropriate pcard vendor name by typing in the search field or choosing from the drop-down menu.

Select the Prepaid Card Holders Name

4. Click "Submit"

Click "Submit" to proceed with the selected prepaid card.

Click 'Submit'

5. Fill in the Description

Next, fill in the description.

Fill in the Description

6. Select The Account Code

Now, select the appropriate account code by typing in the search field or choosing from the drop-down menu.

Select The Account Code

7. Click "Add Item"

Then, if needed, click "Add Item" to create a new entry.

Click 'Add Item'

8. Click "Actions" Button

Next, click the "Actions" button to reveal options for managing the selected line, such as "Split, Link Po, and Delete".

Click 'Actions' Button

9. Click on the "Upload" Button to Add the Envelope Backup

Then, click on the "Upload" Button to add the envelope backup.

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.

Click 'Submit'

That’s it! You have successfully submitted a Prepaid Card Envelope feature 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]

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