Transitioning from Citrix to GreenSlate' s Web Application

How to complete daily accounting tasks and navigate app.gslate.com.

Chart of Accounts

2021-05-12 17_25_19-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Use the Chart of Accounts

How to: Add/Edit/Delete/Deactivate an Account

Search GL

2021-05-12 17_29_28-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Filter/Search the General Ledger

Cost Reporting 

2021-05-12 17_31_04-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Make Cost Report Changes

How to: Make Budget Changes

Reports

2021-05-12 17_35_33-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Run an Accounting Report

How to: Favorite and Rerun Reports

Enter Bills

2021-05-12 17_39_22-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Enter a Bill

How to: Approve a Bill

Enter PO's

2021-05-12 17_48_10-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Enter a Purchase Order

How to: Approve a Purchase Order

How to: Commit a Purchase Order to the Cost Report

How to: Edit/Close/Clone a PO

How to: Link a PO to Transaction

How to: Email PDF of a PO

Enter PC

2021-05-12 17_53_00-GreenSlate Accounting v63.3.0   GABRIELS RAPTURE PART 1  - Per - __Remote

How to: Set up a PC Vendor

How to: Enter a Petty Cash Advance

How to: Create a Petty Cash Envelope

How to: Approve a Petty Cash Envelope

Prepaid Cards

2021-05-16 15_04_41-GreenSlate Accounting v63.3.0   GOD BLESS THE BROKEN ROAD  - P - __Remote

How to: Set up a Prepaid Card Vendor

How to: Submit a Prepaid Card Envelope

How to: Approve a Prepaid Card Envelope

How to: Use CASHét

Import Payroll

2021-05-16 17_02_22-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Post Payroll

Import

2021-05-16 17_03_58-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Use Import Storage

Documents

2021-05-16 17_05_18-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Download Manager

Tax Credits

2021-05-16 17_06_35-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Use the Tax Credit Module

How to: Map Accounts for the NY Tax Credit Summary

Post

2021-05-16 17_09_39-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Post Transactions

Pay Bills

2021-05-16 17_11_04-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Create a Bill Payment

How to: Approve a Bill Payment

How to: Print a Bill Payment

How to: Set Up Bank Account for ACH

How to: Set Up/Pay an ACH Vendor

Bank Rec

2021-05-16 17_15_14-GreenSlate Accounting v63.3.0   GABRIELS INFERNO  - Period (1 - __Remote

How to: Reconcile Accounts