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    Upcoming Webinars

    Join our live training sessions and learn how you can fully leverage all of GreenSlate’s features to save time and work more efficiently.

    Mondays & Wednesdays
    3:30-4:30pm
    EST
    12:30-1:30pm
    PST
    Assistant Accountants

    Entering / Approving / Editing Costs

    • Submitting and approving vendors, POs, bills/check requests, journal entries, card payments, and petty cash
    • Committing POs/posting transactions
    • PO edits
    • Submitting / approving / printing bill payments
    • Editing & voiding transactions (current and closed period)
    • Bank reconciliation
    • Trial balance report
    Fridays
    2:00-2:30pm
    EST
    11:00-11:30am
    PST
    Accounting Department Heads

    Managing Department Accounting Approvals

    • Submitting/approving POs
    • Submitting/approving bills/check requests
    • Submitting/approving card payments
    • Submitting/approving petty cash
    Mondays
    2:00-3:00pm
    EST
    11:00-12:00pm
    PST
    Key Accountants

    Budget Tracking and Reporting

    • Chart of Accounts
    • Code types and reporting
    • Making budget changes
    • Cost reporting
    • Tax credit summary
    • General Ledger
    • Making PO and transaction edits
    • Closing the period
    • Running accounting reports
    Wednesdays
    3:30-4:00pm
    EST
    12:30-1:00pm
    PST
    Approval Flow Admins

    Managing Approval Flows, Access, and Divisions

    • Adding/removing user roles
    • Division manage grid: Making a division admin, moving/removing/adding a division member
    • Division members grid: Moving documents
    • Approval change requests
    Wednesdays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Prepaid Card Admins

    Managing Prepaid Cards

    • Setting up a prepaid card for an employee
    • Submitting/approving a card payment envelope
    Tuesdays & Thursdays
    2:00-3:00pm
    EST
    11:00-12:00pm
    PST
    Start Work Admins

    Managing Start Work (U.S. clients only)

    • Making an offer to a crew member
    • Approving start work
    • Rerates/adjusting roles
    • Resending invites/sending email reminders
    • Exporting a crew list/PDFs
    Tuesdays & Thursdays
    3:30-4:30pm
    EST
    12:30-1:30pm
    PST
    Payroll Accountants

    Managing Timecards

    • Submitting/approving timecard hours
    • Sending email reminders
    • Submitting grossing/HTG
    • Splitting timecards
    • Batching/requesting previews
    • Approving/rejecting the payroll preview
    • Downloading reports/PDFs
    • Posting payroll
    Fridays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Payroll Department Heads

    Managing Start Work/Timecards by Department

    • Approving start work
    • Verifying I-9s
    • Approving start forms/deal memos
    • Resending invites/sending email reminders
    • Submitting/approving a timecard
    Wednesdays
    4:30-5:00pm
    EST
    1:30-2:00pm
    PST
    Human Resources

    Managing Trainings and Employee Reports

    • Assigning/managing trainings
    • PTO Tracker
    • Payroll earnings history reports
    • Employee positions/diversity grids
    • Payroll detail reports
    • Company employee reports
    Wednesdays
    3:30-4:00pm
    EST
    12:30-1:00pm
    PST
    Approval Flow Admins

    Managing Approval Flows, Access, and Divisions

    • Adding/removing user roles
    • Division manage grid: Making a division admin, moving/removing/adding a division member
    • Division members grid: Moving documents
    • Approval change requests
    Thursdays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Crew Members

    Managing Your Profile, Start Work, and Timecards

    • Submitting your personal info
    • Opting in for digital tax docs
    • Submitting your I-9 and W-4
    • Approving your start form/custom forms
    • Setting up “My Payment Settings”
    • Changing your email address/email settings/signature/password
    • Submitting an hourly/non exempt timecard
    • Submitting a weekly or daily/exempt timecard
    • Viewing timecard PDFs/check copies
    Wednesdays
    2:00-2:30pm
    EST
    11:00-11:30am
    PST
    Crew Members

    Submitting Crew Expenditures

    • Submitting a PO
    • Submitting a check request
    • Submitting a petty cash envelope/advance
    • Submitting a card payment envelope