How to: Use the Chart of Accounts

First, In the left-hand menu, use the search field to navigate to the Chart of Accounts.

Next, in the header section, you will see selectable options such as Show All Projects, Show Sub Accounts, Show Uncommitted POs, Show Inactive, which pertains to inactive codes, Suppress Zeros, Negative ETCs, Negative EFCs, Show YE, and click on the option(s) to include or remove them from your view

Now, If location or episode codes are required for budgeting, use the drop down menu to filter for them.

Then, use the Collapse All to show only header accounts. then click the Triangle icon to the left to expand one section of accounts.

Next, click the Triangle icon to the left of an account to expand one section of accounts.

Then, click Expand All to fully display all account groups and their details.

Now, click the ALL option to display all accounts without category restrictions.

Next, click on an account number to see the General Ledger for that account.

Then, click on an Invoice or Transaction number for an easier review of the accounts ledger items.

Next, when you have finished your review, click the X to return to the Chart of Accounts

Now, you may use the column filters to filter the chart of accounts as needed.

Next, click Export to export a PDF of the current page or an Excel of all pages of the chart of accounts.

That’s it! You have successfully navigated the Chart Of Accounts 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]