How to: Enter a Petty Cash Advance

Step 1: Select your vendor, or petty cash recipient NOTE: If you don't see the vendor you are looking for, you may click ADD NEW VENDOR.

Step 2: Enter your transaction date and effective date.

 

Step 3: Enter "$0.00" for Amount Spent.

 

Step 4: Enter a description.

 

Step 5: Enter the advance amount

Step 6: Select whether you are issuing an advance via cash or check. NOTE: If you select 

"Check", after the advance is posted, a PC Advance Check will able to be printed from our 

Pay Bills module in the desktop GreenSlate Accounting platform.

 

Step 7: Click Submit. NOTE: The PC Advance transaction is now available for posting from our Post Module in the desktop GreenSlate Accounting platform.