Exporting PCard Envelopes from PEX 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: Check out How to: Set up a Prepaid Card Vendor first to ensure the vendors are set up properly.
Step 1: Click the links below for instructions on creating an envelope in PEX.
Expense Envelopes for Cardholders
Currently, funding transactions will not come over from PEX.
Step 2: Log in to GreenSlate.
Step 3: Access the "PCard Envelopes" module.
- Navigate to the "PCard Envelopes" page, located under the "Crew Expenditures" section.
- Pcard envelopes exported from PEX 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 4: 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 5: 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 6: 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.