GreenSlate

Welcome to our guide on how to bulk approve in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Bulk Approve

Save what you need, when you need it! Check out the download options below

How to: Bulk Download

How to: Delete, Void, Void/Reissue, and Clone Transactions

Complete your data entry in excel then copy and paste your data into any accounting transaction type.

How to: Entry Window Templates

Denote when a transaction needs to be expedited with rush approvals so you can get the most important items taken care of first. "Rush" status can also be added to…

How To: Rush Approvals

Reminder emails can be sent for any feature that is set up with an approval flow.

How to: Send Email Reminders

With our custom grid views feature, you have the ability to create a grid view that contains the information of your choosing and to save this view.  Create a custom…

How To: Use Custom Grid Views

Manage and track international transactions by setting up and utilizing multiple currencies for productions working abroad

Multi-Currency Pro Tips

Browse articles on vendors, purchase orders, bills and check requests.

Accounts Payable

Add a new project or company level vendor. Existing company vendors may quickly be added on the project level.

How to: Add a New Project Vendor

An employee receiving direct deposit can be added as an AP vendor and their bank information will populate automatically for ACH payments. Please contact digitalsuccess@greenslate.com to enable this feature.

How to: Add/Pay an Employee as an ACH Vendor

Welcome to our guide on how to approve, reject or edit a vendor in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Approve, Reject or Edit a Vendor

Vendors can be made private to restrict users who only have access to submit POs/Bills/Check Requests from viewing/selecting them.

How to: Make a Vendor Restricted

Welcome to our guide on how to set up a PC vendor in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Set Up a PC Vendor

How to: Set Up a Prepaid Card Vendor

How to: Set Up/Pay a CASHét Pay Vendor

How to: Set Up/Pay an ACH Vendor

Learn how to submit, approve and edit vendors

Vendors

Welcome to our guide on how to approve, edit or reject a purchase order in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Approve, Edit or Reject a Purchase Order

Once a purchase order has been approved, you may commit it, and the PO will appear on the cost report.

How to: Commit a Purchase Order to the Cost Report

Welcome to our guide on how edit, close, and clone a PO in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Edit/Close/Clone a PO

How to: Email PDF of a PO

Welcome to our guide on how to submit a Purchase Order in GreenSlate.

How to: Enter a Purchase Order

Purchase Order Amendments may be used to amend existing, committed purchase orders. PO amendments may follow your PO approval flow, or use a unique approval flow. Similar to purchase orders,…

How To: Enter a Purchase Order Amendment

Link open or partial purchase orders to posted transactions from the general ledger.

How to: Link a PO to a Transaction

Download the GreenSlate app for iPhones or Android devices and quickly submit your purchase orders to production for approval.

How to: Submit a Purchase Order (mobile)

Learn how to submit, approve, and commit purchase orders

Purchase Orders

Welcome to our guide on how to approve, edit or reject a check request in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Approve, Edit or Reject a Check Request

Welcome to our guide on how to submit a check request in GreenSlate.

How to: Submit a Check Request

Learn how to submit and approve check requests

Check Requests

Welcome to our guide on how to approve, edit or reject a bill in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Approve, Edit or Reject a Bill

How to: Submit a Bill

Upload a bill/invoice in the Bills form and GreenSlate auto-populates the Summary panel, Details grid, and Vendor field. Note: This feature must be enabled per project. Contact your account manager…

How to: Use Bill Autofill for Bills Entry

Bills

GreenSlate is compatible with Quicken/Intuit check stock, Production Accounting Consultants pre-printed checks, or numerous blank check stock types.

Accounts Payable Check Stock

MICR Toner

Toner printer options and where to purchase them

MICR Toner Printer Options

Welcome to our guide on how to approve a bill payment in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

How to: Approve a Bill Payment

How to: Create a Bill Payment

How to: Print a Bill Payment

If the alignment is off when you are printing your checks, you may need to reset the settings on your printer.

Why isn't my check printing with the correct alignment?

Learn how to submit and approve bill payments

Bill Payments

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