How To:

How to: Search the GL Window
Step 1: Click the Search GL (General Ledger) icon from the home page.  Or you can select the GL button on the menu bar and click BROWSE ENTIRE LEDGER. ...
Thu, 1 Jun, 2017 at 1:40 PM
How to: Close the Period
Step 1: Click the Chart Of Accounts icon on the home page and click CLOSE PERIOD or...   ...click GL at the top and select CLOSE PER...
Mon, 25 Sep, 2017 at 11:24 AM
How to: Browse PO/Bills/PC/GL
Each browse window has filters.  You can filter by date, amount, vendor, etc. or use a combination of filters to get the data you need. ...
Thu, 1 Jun, 2017 at 1:43 PM
How to: Setup Filter and Report Codes
GreenSlate has set codes, location codes and episode codes to enable easier reporting.  These codes can be required for budgeting or used just as filter...
Wed, 19 Sep, 2018 at 6:13 PM
How to: Use the Report Window
Step 1: Click the Reports icon from the home page or the icon from the menu top bar.         Step 2: Select the category of your rep...
Fri, 2 Jun, 2017 at 2:43 PM
How to: Use the Browse PO Function
Step 1: Click the PO Browse icon from the top menu.  Step 2: To view the status type of a PO (such as whether it has been reissued) check th...
Mon, 5 Jun, 2017 at 10:16 AM
How to: Make Budget Changes
If you need to revise your budget or you are using set codes and need to distribute the budget among the sets, you can make the modifications without ...
Fri, 2 Jun, 2017 at 3:07 PM
How to: Lock a Location/Episode
Step 1: Click LOCATION CODES/EPISODE CODES from the Company drop down menu. Step 2: Double-click on the location/episode you would like to...
Fri, 2 Jun, 2017 at 3:35 PM
How to: Change/Merge Set Codes
Step 1: Click CHANGE ACCOUNT NUMBERS from the Company drop down menu. Step 2: Click CHANGE SET CODE. Step 3: Enter the accoun...
Mon, 5 Jun, 2017 at 9:39 AM
How to: Create a New CP Vendor
Step 1: Click the Chart of Accounts icon from the home page.   Step 2: Click ADD NEW. Step 3: Fill out the required information highlighted in ...
Mon, 5 Jun, 2017 at 9:53 AM