# GreenSlate Help Center

> Advice and answers from the GreenSlate team

## My Profile

- [Getting Started with GreenSlate](https://helpcenter.greenslate.com/en/articles/12325255-getting-started-with-greenslate.md)
- [Getting Started with GreenSlate Payroll \(Canada\)](https://helpcenter.greenslate.com/en/articles/12326208-getting-started-with-greenslate-payroll-canada.md)
- [How to: Complete the NYS Sexual Harassment Prevention Training \(Employees\)](https://helpcenter.greenslate.com/en/articles/12641277-how-to-complete-the-nys-sexual-harassment-prevention-training-employees.md)
- [How to: Download Manager](https://helpcenter.greenslate.com/en/articles/12650643-how-to-download-manager.md): Welcome to our guide on how to use the download manager feature in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Opt-in/View Digital Tax Documents](https://helpcenter.greenslate.com/en/articles/12325651-how-to-opt-in-view-digital-tax-documents.md): Employees may opt-in to receive digital tax documents. A more secure, convenient, and eco-friendly alternative to receiving paper documents. All employees may view their annual tax documents from o...
- [How to: Set Up a Loan Out Company](https://helpcenter.greenslate.com/en/articles/12325868-how-to-set-up-a-loan-out-company.md): Welcome to our guide on how to set up a loan-out company feature in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Submit a Loan Out Start Work Packet](https://helpcenter.greenslate.com/en/articles/12325829-how-to-submit-a-loan-out-start-work-packet.md): Welcome to our guide on how to submit a loan out start work packet in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Use Tax Withholdings](https://helpcenter.greenslate.com/en/articles/12325904-how-to-use-tax-withholdings.md): Crew members can update their W-4 at any time via Tax Withholdings.
- [How To: View Paid Time Off Balances](https://helpcenter.greenslate.com/en/articles/12624669-how-to-view-paid-time-off-balances.md): Welcome to our guide on how to view paid time off balances in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

## Payroll

- [Digital Startwork/Timecards Getting Started Handouts](https://helpcenter.greenslate.com/en/articles/12609918-digital-startwork-timecards-getting-started-handouts.md)
- [Employee Positions Grid](https://helpcenter.greenslate.com/en/articles/12652645-employee-positions-grid.md)
- [Federal and State Workplace Poster Requirements](https://helpcenter.greenslate.com/en/articles/12651647-federal-and-state-workplace-poster-requirements.md)
- [FLSA Overtime Weighted Hours](https://helpcenter.greenslate.com/en/articles/12663439-flsa-overtime-weighted-hours.md)
- [Getting Started: Employee Onboarding](https://helpcenter.greenslate.com/en/articles/12327202-getting-started-employee-onboarding.md): Common questions and workflow tips on navigating the application while onboarding your employees via digital start work.
- [How to: Generate an Earnings History Report](https://helpcenter.greenslate.com/en/articles/12640811-how-to-generate-an-earnings-history-report.md)
- [How to: Reject Documents to a Specific Step in the Approval Flow](https://helpcenter.greenslate.com/en/articles/12640249-how-to-reject-documents-to-a-specific-step-in-the-approval-flow.md)
- [How to: Run Payroll Detail Reports](https://helpcenter.greenslate.com/en/articles/12640242-how-to-run-payroll-detail-reports.md): Welcome to our guide on how to run payroll detail reports in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Use Daily Times](https://helpcenter.greenslate.com/en/articles/12633816-how-to-use-daily-times.md): View the daily times for each employee, including hours worked, overtime breakdown, penalties and coding. With the Daily Times timecards grid, quickly search, filter, and export reports.
- [How to: Use the Payroll File Uploader](https://helpcenter.greenslate.com/en/articles/12624671-how-to-use-the-payroll-file-uploader.md)

## Accounting

- [How To: Close The Period](https://helpcenter.greenslate.com/en/articles/12651666-how-to-close-the-period.md): Welcome to our guide on how to close or protect the period in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Import Credit Card Charges](https://helpcenter.greenslate.com/en/articles/12641111-how-to-import-credit-card-charges.md): Use Import Storage to enter and post your credit card charges.
- [How to: Make a Distribution Change](https://helpcenter.greenslate.com/en/articles/12640879-how-to-make-a-distribution-change.md)
- [How to: Reconcile Accounts](https://helpcenter.greenslate.com/en/articles/12640661-how-to-reconcile-accounts.md)
- [How to: Use Import Storage](https://helpcenter.greenslate.com/en/articles/12633719-how-to-use-import-storage.md)

## Budget Tracking

- [How to: Use the Tax Credit Module](https://helpcenter.greenslate.com/en/articles/12624670-how-to-use-the-tax-credit-module.md)
- [How to: Import a budget from Movie Magic Budgeting](https://helpcenter.greenslate.com/en/articles/13371759-how-to-import-a-budget-from-movie-magic-budgeting.md): This tutorial explains how to import a budget from Movie Magic Budgeting into GreenSlate.

## Accounts Payable

- [How to: Bulk Approve](https://helpcenter.greenslate.com/en/articles/12663149-how-to-bulk-approve.md): 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 Download](https://helpcenter.greenslate.com/en/articles/12640943-how-to-bulk-download.md): Save what you need, when you need it! Check out the download options below
- [How to: Delete, Void, Void/Reissue, and Clone Transactions](https://helpcenter.greenslate.com/en/articles/12640895-how-to-delete-void-void-reissue-and-clone-transactions.md)
- [How to: Entry Window Templates](https://helpcenter.greenslate.com/en/articles/12648616-how-to-entry-window-templates.md): Complete your data entry in excel then copy and paste your data into any accounting transaction type.
- [How To: Rush Approvals](https://helpcenter.greenslate.com/en/articles/12640232-how-to-rush-approvals.md): 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 timecards.
- [How to: Send Email Reminders](https://helpcenter.greenslate.com/en/articles/12640210-how-to-send-email-reminders.md): Reminder emails can be sent for any feature that is set up with an approval flow.
- [How To: Use Custom Grid Views](https://helpcenter.greenslate.com/en/articles/12633874-how-to-use-custom-grid-views.md): 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 report of the data contained in...
- [Multi-Currency Pro Tips](https://helpcenter.greenslate.com/en/articles/12624545-multi-currency-pro-tips.md): Manage and track international transactions by setting up and utilizing multiple currencies for productions working abroad

## Project

- [How to: Setup Custom File Names](https://helpcenter.greenslate.com/en/articles/12640152-how-to-setup-custom-file-names.md): 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: Update Approvers](https://helpcenter.greenslate.com/en/articles/12634551-how-to-update-approvers.md): If an approver is granted access to approve after documents/transactions have been submitted, the approvers will need to be updated in order for the user to show as a next approver on the grid.
- [Sandbox Project Getting Started](https://helpcenter.greenslate.com/en/articles/12622133-sandbox-project-getting-started.md): If you are interested in obtaining access to a Sandbox, please reach out to sales@gslate.com or clientsolutions@gslate.com.

## Company

- [Paid Time Off Tracker](https://helpcenter.greenslate.com/en/articles/12624503-paid-time-off-tracker.md): Use our default paid sick leave policies, or have us add your company's unique PTO policies. Track and adjust PTO balances, assign PTO policies, and more!
- [Production Dashboard](https://helpcenter.greenslate.com/en/articles/12622798-production-dashboard.md)

## Global

- [Getting Started: Payroll and Accounting](https://helpcenter.greenslate.com/en/articles/12609906-getting-started-payroll-and-accounting.md)
- [GreenSlate Tips for Success](https://helpcenter.greenslate.com/en/articles/12652662-greenslate-tips-for-success.md)
- [How to: Change Your Email Address](https://helpcenter.greenslate.com/en/articles/12641270-how-to-change-your-email-address.md): Welcome to our guide on how to change your email address in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Change your Email Notification Settings](https://helpcenter.greenslate.com/en/articles/12641178-how-to-change-your-email-notification-settings.md): Users can enable and manage email notifications they would like to receive. Email notifications can be set up globally \(across all projects\), by project, or a combination of both. The email include...
- [How to: Create Your Password](https://helpcenter.greenslate.com/en/articles/12325915-how-to-create-your-password.md): Welcome to our guide on how to create your password in GreenSlate.
- [How To: Enable Touch ID or Face Recognition](https://helpcenter.greenslate.com/en/articles/12649082-how-to-enable-touch-id-or-face-recognition.md): With the GreenSlate app for your smart device, you may utilize Touch ID or Face Recognition as a means to log in quickly and easily.
- [How to: Log In Using Multi-Factor Authentication](https://helpcenter.greenslate.com/en/articles/12325886-how-to-log-in-using-multi-factor-authentication.md): Welcome to our guide on how to Log In using the Multi-Factor Authentication feature in GreenSlate.
- [How to: Use Keyboard Shortcuts](https://helpcenter.greenslate.com/en/articles/12633715-how-to-use-keyboard-shortcuts.md): Take advantage of our keyboard shortcuts so you can breeze through our app seamlessly.
- [How to: Use Google Translate with GreenSlate](https://helpcenter.greenslate.com/en/articles/12633803-how-to-use-google-translate-with-greenslate.md): With Chrome and GreenSlate, you may translate our web app to any language available with Google Translate.
- [How To: Use the Left Navigation](https://helpcenter.greenslate.com/en/articles/12624676-how-to-use-the-left-navigation.md): Search the menu or collapse menu categories to stay organized. Pin most frequently used menu items for easy access.
- [Whom can I contact for support?](https://helpcenter.greenslate.com/en/articles/12325953-whom-can-i-contact-for-support.md): How to contact GreenSlate Support, and our support hours

## Integrations

- [How to: Export Payroll Data Files](https://helpcenter.greenslate.com/en/articles/12648608-how-to-export-payroll-data-files.md): Welcome to our guide on how to export payroll data files in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.
- [How to: Incentives Dashboard](https://helpcenter.greenslate.com/en/articles/12641101-how-to-incentives-dashboard.md)
- [How to: Export Data for QuickBooks](https://helpcenter.greenslate.com/en/articles/14539622-how-to-export-data-for-quickbooks.md)