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How to: Create a Petty Cash Envelope

Step 1: Select your vendor, or petty cash recipient NOTE: If you don't see the vendor you are looking for, you may add a new PC Vendor from the VENDOR grid.

Petty Cash Envelope - Vendor Select

Step 2: Enter a PC envelope number, or allow the system to auto generate:

Petty Cash Envelope - PC Number


Step 3: Enter your transaction date and effective date.

Petty Cash Envelope - Dates

Step 4: Enter the amount spent, or envelope total.

Petty Cash Envelope - Amount

Step 5: Enter an envelope description.

Petty Cash Envelope - Description

Step 6: If you are reimbursing the vendor, you may enter an reimbursement amount. NOTE: If you choose to reimburse by "Check" and then post the PC envelope, a check for the reimbursement will be able to be printed from our Pay Bills module in the desktop GreenSlate Accounting platform. If you select "Cash", detail lines for the reimbursement will be added to the "Details" section of the PC envelope. 

Petty Cash Envelope - Reimburse Type

Step 7: Update your detail lines. NOTE: You may use the "Import Details" to bring in PC transactions associated with that vendor, or you may use the "Attach PO" option to bring in detail lines of a purchase order.

Petty Cash Envelope - Detail Lines


Step 8: Add any notes or attachments that you may like. 

Petty Cash Envelope - Notes

Step 9: Click Submit. NOTE: The PC envelope transaction is now available for posting from our Post Module in the desktop GreenSlate Accounting platform. 

Petty Cash Envelope - Submit