GreenSlate

Set up file naming conventions on the project level to customize your file names by type and easily categorize and group your files and folders as needed.

How to: Setup Custom File Names

If an approver is granted access to approve after documents/transactions have been submitted, the notifications will need to be updated in order for the user to show as a Next…

How to: Update Notifications

If you are interested in obtaining access to a Sandbox, please reach out to sales@gslate.com or clientsolutions@gslate.com.

Sandbox Project Getting Started

Learn how to manage invites and access, set up accounting code types and start work codes.

Project

GreenSlate Accounting Roles/Access Levels

GreenSlate Payroll & Start Work Access Levels

GreenSlate Roles and Permissions Overview

How to: Add a Custom Message to an Invite Email

Add or remove roles from a user already invited to your project.

How to: Add/Remove a User's Roles

How to: Batch Invite Employees (Paper Startwork)

In order for your project's employees to be able to track their hours, they'll need to first be invited to the project.  The employees have already been entered into the…

How to: Invite Employees (Paper Start Work)

How To: Resend/Delete Invites and Update Email Address of Invite

New Approver Access Request

Learn how to send invites, add, and remove access

Users

Division Overview

How to: Add a Division

How to: Invite an Employee to a Division

How to: Make a Division Admin

How to: Manage Division Access

Division Managers may move documents to/from divisions.

How to: Update the Division of a Document

Learn how to assign division members and admins

Division Management

Georgia Tax Credit Codes

With GreenSlate's Company Codes, utilize the ability to separate bank accounts and company info by company code. 

For Purchase Orders, the company info of the company code chosen will appear…

How To: Manage Multiple Company Codes

With GreenSlate, it's easy to enable and create codes options for your payroll and accounting transactions.

How to: Use Manage Code Types

New York Tax Credit Codes

Learn how to add episode, location and other code types

Manage Code Types

Completing Forms, Adding/Uploading Files, Signing Documents and Completing Tasks

How to create a new project and log into an existing project

Creating a New Project and Accessing Existing Projects. Recurring and New Clients

How to Access the Onboarding Portal

Inviting Another Stakeholder to the Project

Navigating the Portal:

How to message GreenSlate for questions, concerns, and comments.

Secure Messaging

Submission Steps Explained

Learn how to request and add a new project

Project Onboarding Portal

Find answers and get help from Intercom Support and Community Experts

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