Exporting PCard Envelopes from Dolly Card 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.
Note: You do not have to set up your cardholders as vendors before posting envelopes. Through the integration, when an envelope is posted, we'll auto-create your vendor.
If you do create your vendors first, just ensure you have entered their last six digits of their Dolly Card on their vendor profile so the envelopes are synced to the right vendor. Learn how to set up your pcard vendors in GreenSlate here.
Step 1: Log in to Dolly Card and head to your "Envelopes" page.
Step 2: Head to your "Approved" tab.
Step 3: You can either post a single envelope by clicking on a row and hitting "Post to GreenSlate" in the popup on the right.
Or you can bulk post envelopes by clicking "Select for Bulk Posting".
Followed by "Post X Envelopes" after selecting the ones you want to post.
Step 4: Log in to GreenSlate.
Step 5: Access the "PCard Envelopes" module.
- Navigate to the "PCard Envelopes" page, located under the "Crew Expenditures" section.
- Pcard envelopes exported from Dolly Card into GreenSlate will be found under the "All" tab with a "Draft" approval status.
Tip: Use the search bar at the top of the grid to quickly find this page or pin it for easier future access.
Step 6: 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 7: 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 8: 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.