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Accounting

Accounting

How-to articles and videos for POs, reports, and more.

GreenSlate Accounting Roles/Access Levels

Key Accountant

How to: Make Cost Report Changes with Cost Reporting v2.0

How To: Close The Period

How To: Manage Multiple Company Codes

How to: Multi-Project General Ledger

How to: Reconcile GreenSlate Payroll Payments Over/(Under)

How to: Use the Chart of Accounts

How to: Add/Edit/Delete/Deactivate an Account

How to: Use Manage Code Types

How to: Make Budget Changes

How to: Make Cost Report Changes

How to: Filter/Search the General Ledger

How to: Set Up Bank Accounts

How to: Enable Positive Pay

How to: Set Up Bank Account for ACH

How to: Set Up/Pay an ACH Vendor

How to: Set Up Bank Account for CASHét Pay

How to: Set Up/Pay a CASHét Pay Vendor

How to: Edit/Close/Clone a PO

How to: Run an Accounting Report

How to: Favorite and Rerun Reports

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

How to: Correct Entries

How to: Use the Tax Credit Module

How to: Map Accounts for the NY Tax Credit Summary

How to: Incentives Dashboard

Georgia Tax Credit Codes

New York Tax Credit Codes

Production Dashboard

How to: Generate and Reconcile a 1099 Final Processing Report Excel File (Single Project)

How to: Generate and Reconcile a 1099 Final Processing Report Company Excel File (Cross Projects)

How to: Print AP Vendor 1099s

How To: Map Your Chart of Accounts to another for Cost Reporting

Synchronized/Standardized Chart of Accounts Option

Chart of Accounts Types Options

Budget Options to Consider

How do I get a CASHét Account?

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

How to: Upload 1099s For Final Processing

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Assistant Accountant

How To: Enter a Purchase Order Amendment

How to: Bulk Edit Transactions

How to: Use GreenSlate Prepaid Visa Cards

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

How to: Add a New Vendor

How to: Approve a Vendor

How to: Make a Vendor Restricted

How to: Enter a Purchase Order

How to: Approve a Purchase Order

How to: Commit a Purchase Order to the Cost Report

How to: Email PDF of a PO

How to: Link a PO to Transaction

How to: Enter a Bill

How to: Approve a Bill

How to: Enter a Check Request

How to: Approve a Check Request

How to: Set up a PC Vendor

How to: Enter a Petty Cash Advance

How to: Create a Petty Cash Envelope

How to: Approve a Petty Cash Envelope

How to: Set up a Prepaid Card Vendor

How to: Submit a Prepaid Card Envelope

How to: Approve a Prepaid Card Envelope

How to: Use CASHét

How to: Post Transactions

How to: Create a Bill Payment

How to: Approve a Bill Payment

How to: Print a Bill Payment

Accounts Payable Check Stock

Feature Focus: Digital AP Overview

How to: Enter a Journal Entry

How to: Enter Debit Card Transactions

How to: Import Credit Card Charges

How to: Make a Distribution Change

How to: Use Import Storage

How to: Entry Window Templates

How to: Reconcile Accounts

How to: Post Payroll

How to: Post Cross Project Payroll

Managing Holiday Accrual Payments & Accounts

How to: Create Avery Labels from GSA's Vendor Export List

How To: Link Purchase Orders to Payroll Transactions

How to: Edit 1099 Coding on Transactions

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Integrations: Accounting

Netflix Integration

The Netflix Cost Report Publisher

How To: Accounting Reports

How to: Cross-Project Reporting