Click here to watch

First, navigate to the Journal Entries option under the Accounting tab in the left hand navigation menu.

Next, click the Create Journal Entry button to begin adding a new journal entry in GreenSlate.

Now, enter a JE #, or one will autogenerate and complete all required fields (Vendor is NOT required).

Then, a detail line will be created automatically. Enter one debit transaction in the detail line, debiting the expense account you would like to allocate the cost to. Change the description to match what is on the debit card statement.

Now, a credit line will be created automatically. Enter the checking account for the credit line and edit the description to match the debit line.

Then, click Add Item as many times as necessary to add a debit/credit line for each transaction on the debit card statement before submitting your journal entry.

Finally, click Submit to save and finalize your journal entry, completing the process in GreenSlate.

That’s it! You have successfully entered a debit card transaction 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]