Payroll Solutions Employee
Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
- How To: Prepaid Cards
Technical Release Notes
Canadian Payroll/Accounting Solutions
Accounting Solutions (Citrix)
How to: Import Vendors
You can import vendors from your Excel CSV file into GreenSlate Accounting. This gives you the ability to add new vendors and update existing vendors at both project and company levels on your project. (Template attached)
Step 1: Click VENDORS and from the drop down menu select Import Vendors.
Step 2: Click UPLOAD NEW CSV FILE. Select the CSV file you would like to import (select the Local Disk C: Drive>Users>Your name).
Step 3: Once you've corrected any errors using the error legend, you will be able to click SAVE.
Step 4: Check the boxes for each vendor then click UPDATE COMPANY VENDOR FILE.
The system will confirm the amount of vendors that have been added and/or updated.
Note: Company level vendors can be imported into any new project with the same company name. If a code that exists in the company levels is added by a user at the project level, the company level information will auto populate in the project level vendor list.
Company Level Project Level
To update the vendors on the project level, click UPDATE PROJECT VENDORS on the Company Vendors window.