How to: Approve, Edit, or Reject a Petty Cash Envelope

01

Navigate to the Petty Cash Section

First, navigate to the Petty Cash option under the Crew Expenditures tab in the left hand navigation menu.

02

Select the Awaiting My Approval Tab

Next, click the Awaiting My Approval tab to display only the petty cash envelopes that require your review and action.

03

Start Petty Cash Envelope Review

Now, click the Review button or the transaction number of the petty cash envelope you would like to review for approval or rejection.

04

View Approval Step Details

Then, click Approve if the petty cash envelope is correct, Edit to make changes to the information yourself, or Reject to send it back to a previous approver to make any necessary changes.

05

If Petty Cash Envelope is Approved

Next, if you approve the petty cash envelope the next petty cash envelope pending your review will appear on the grid.

06

Open Petty Cash for Editing

Now, if you want to make changes or add information to the petty cash envelope click Edit and make your changes.

07

If Petty Cash Envelope is Rejected

Now, if you Reject a petty cash envelope a message box that must be filled to specify why the petty cash envelope is being rejected will appear.

08

Select Previous Step to Reject to

Next, select which step and previous approver you would like to reject to.

09

Confirm Rejection

Finally, click Confirm to finalize the rejection and update the petty cash envelope status accordingly in GreenSlate.

That’s it! You have successfully approved, edited or rejected 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]