Exporting PCard Envelopes from CASHét into GreenSlate is a seamless process that streamlines your workflow. Follow the steps below to ensure a smooth transition of your accounting data, from initial login to final approval and posting.
Step 1: Log in to CASHét.
Step 2: Click the PCE Log tab, located on the left.
Step 3: In the overall view filter, “Unposted” should be displayed. If on PCEDA (PCard Envelope Digital Approval), select “Approved” in the status filter dropdown to display envelopes not yet exported.
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View Filter |
Status Filter |
Select Approved |
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Step 4: Under the column “Export PCE,” check the box for the envelopes to be exported.
Step 5: Once the envelopes have been checked, click on the EXPORT ENVELOPES button.
You will see a pop up that says “Are you sure?” Click on the green YES, CONTINUE! button.
You will see a pop up that says “Export completed.” Click on the greenOK button.
Congratulations! The selected envelope(s) have now been exported out of CASHét and into your accounting software.
If you have any questions about these instructions, please email GLSetup@cashet.com.
Step 6: Log in to GreenSlate.
Step 7: Access the PCard Envelopes page.
- Navigate to the PCard Envelopes page, located under the 'Crew Expenditures' section.
- PCard Envelopes exported from CASHét into GreenSlate will be found under the 'All' tab with a 'Draft' approval status.
Tip: Use the search bar at the top of the gridto quickly find this page or pin it for easier future access.
Step 8: Open a PCard envelope.
- Locate the desired PCard Envelope and click the 'Actions' dropdown.
- Select how you want to view it: 'View in Same Tab' or 'View in New Tab.'
Step 9: Edit and submit the PCard Envelope.
- Within the PCard Envelope form, make any necessary changes to the transaction, and add attachments or notes.
- Once your revisions are complete, click SUBMIT.
Step 10: Approval and Posting
- After submission, the PCard Envelope will proceed through the approval process with the designated approvers until it is fully approved.
- Once approved, you will have the option to post the transaction.
Note: At any stage of the approval process, you can download a PDF of the PCard Envelope by selecting 'View PDF' from the 'Actions' dropdown. This PDF includes all detail lines, approval signatures, and attachments.