Step 1: Log into the GreenSlate App on your mobile device.

Step 2: Click the menu in the upper left, then click the + to the right of My PCard Envelopes.

Step 3: Select the vendor from the Cards drop-down menu that you would like to create an envelope for, then click SUBMIT.

Step 4: Select the transactions you would like to add to your envelope from the Add Imports window and click ADD.

Step 5: Click SUMMARY.

Step 6: Fill out all required fields and click DONE.

Step 7: Click DETAILS.

Step 8: Select Account codes from the drop-down menu and assign any required coding. Click on a specific import line to edit the description, coding, or amount for that specific line. Click DONE after completing all edits.

Step 9: Click NOTES to leave a note on the pcard envelope.

Step 10: Enter a note and click SUBMIT NOTE then click DONE.

Step 11: Click FILES to attach files, such as receipts, to the pcard envelope.

Step 12: Click UPLOAD, then choose to upload a photo from your mobile device's library, take a picture, or browse other files. Once all files are added, click DONE.

Step 13: Click SUBMIT.

When you submit a Pcard envelope in GreenSlate, it enters the approval workflow. This means the envelope is sent to the next approver in the sequence for review and approval. Once the approval process is complete, the envelope can be posted.

When pcard envelopes are imported into GreenSlate via the API, they show up in Draft status by design. This allows users to review and make any necessary changes before submission. Draft envelopes must be submitted to initiate the approval process. Once submitted, the envelope enters the approval workflow, where it is reviewed by the next approver in the sequence. After approval, the envelope can be posted.