How To:

How to: Generate a 1099 CSV File
Single Project: If you are generating the CSV file for a single project, access the reports from the Reports icon on the home page. Cross-Projects If y...
Fri, 13 Dec, 2019 at 1:00 PM
How to: Navigate GreenSlate Accounting Software
Home Screen The home screen is the first screen you will see upon logging in.  The top and middle icons are category tabs.  When you select a cat...
Thu, 25 May, 2017 at 12:07 PM
How to: Use the Chart of Accounts Window
You can access the Chart of Accounts window by selecting it from the top menu bar or the Chart of Accounts icon. The Chart of Accounts consists of a...
Wed, 24 May, 2017 at 11:00 AM
How to: Add An Account
Step 1: Click the Chart Of Accounts icon on the home page. Step 2: Click ADD NEW. Step 3: Enter the account number (the system will not let...
Tue, 23 May, 2017 at 1:26 PM
How to: Edit/Delete an Account
Step 1: In the Chart of Accounts window, select the account you would like to edit/delete and click EDIT or right-click on the account and click ...
Fri, 13 Dec, 2019 at 1:01 PM
How To: Enter Bills - Overview of Tax Credit and 1099 fields
This article is an overview of Tax Credit and 1099 fields within the Enter Bills module. See How To: Enter a New Bill for complete step by step instructi...
Fri, 13 Dec, 2019 at 1:01 PM
How to: Merge/Change Account Numbers
GreenSlate Accounting allows you to merge accounts or move all cost items to another account automatically. Click COMPANY on the top menu bar and se...
Wed, 24 Jul, 2019 at 10:40 AM
How to: Use CASHét
Adding CASHét Vendors: Step 1: Click the Chart Of Accounts icon on the home page. Step 2: Click ADD NEW.  Leave the setting as Detail. ...
Fri, 13 Dec, 2019 at 1:01 PM
How to: Correct Entries
Editing Unposted Transactions: Step 1: Click on the Post icon on the  home page. Step 2: Double-click on the transaction and click EDI...
Fri, 13 Dec, 2019 at 1:01 PM
How to: Edit Transaction Details
Step 1: Click the Search GL icon on the home page. Step 2: From the ledger, you can right-click on a specific transaction then click ED...
Thu, 25 May, 2017 at 12:04 PM