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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
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Submitting and approving vendors, POs, bills/check requests, journal entries, card payments, and petty cash
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Committing POs/posting transactions
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PO edits
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Submitting / approving / printing bill payments
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Editing & voiding transactions (current and closed period)
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Bank reconciliation
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Trial balance report
Fridays
2:00-2:30pm
EST
11:00-11:30am
PST
Accounting Department Heads
Managing Department Accounting Approvals
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Submitting/approving POs
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Submitting/approving bills/check requests
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Submitting/approving card payments
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Submitting/approving petty cash
Mondays
2:00-3:00pm
EST
11:00-12:00pm
PST
Key Accountants
Budget Tracking and Reporting
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Chart of Accounts
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Code types and reporting
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Making budget changes
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Cost reporting
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Tax credit summary
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General Ledger
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Making PO and transaction edits
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Closing the period
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Running accounting reports
Wednesdays
3:30-4:00pm
EST
12:30-1:00pm
PST
Approval Flow Admins
Managing Approval Flows, Access, and Divisions
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Adding/removing user roles
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Division manage grid: Making a division admin, moving/removing/adding a division member
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Division members grid: Moving documents
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Approval change requests
Wednesdays
1:00-1:30pm
EST
10:00-10:30am
PST
Prepaid Card Admins
Managing Prepaid Cards
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Setting up a prepaid card for an employee
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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)
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Making an offer to a crew member
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Approving start work
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Rerates/adjusting roles
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Resending invites/sending email reminders
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Exporting a crew list/PDFs
Tuesdays & Thursdays
3:30-4:30pm
EST
12:30-1:30pm
PST
Payroll Accountants
Managing Timecards
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Submitting/approving timecard hours
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Sending email reminders
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Submitting grossing/HTG
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Splitting timecards
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Batching/requesting previews
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Approving/rejecting the payroll preview
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Downloading reports/PDFs
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Posting payroll
Fridays
1:00-1:30pm
EST
10:00-10:30am
PST
Payroll Department Heads
Managing Start Work/Timecards by Department
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Approving start work
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Verifying I-9s
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Approving start forms/deal memos
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Resending invites/sending email reminders
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Submitting/approving a timecard
Wednesdays
4:30-5:00pm
EST
1:30-2:00pm
PST
Human Resources
Managing Trainings and Employee Reports
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Assigning/managing trainings
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PTO Tracker
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Payroll earnings history reports
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Employee positions/diversity grids
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Payroll detail reports
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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
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Division members grid: Moving documents
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Approval change requests
Thursdays
1:00-1:30pm
EST
10:00-10:30am
PST
Crew Members
Managing Your Profile, Start Work, and Timecards
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Submitting your personal info
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Opting in for digital tax docs
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Submitting your I-9 and W-4
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Approving your start form/custom forms
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Setting up “My Payment Settings”
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Changing your email address/email settings/signature/password
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Submitting an hourly/non exempt timecard
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Submitting a weekly or daily/exempt timecard
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Viewing timecard PDFs/check copies
Wednesdays
2:00-2:30pm
EST
11:00-11:30am
PST
Crew Members
Submitting Crew Expenditures
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Submitting a PO
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Submitting a check request
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Submitting a petty cash envelope/advance
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Submitting a card payment envelope