Accounting

Quick Take Webinar: Customize to Optimize

In our latest Q&A webinar, we explored some of GreenSlate's most customizable features—tools unique to our platform that simplify your workflow and save valuable time.

Here’s a closer look at the key takeaways:

1. Managing Approvals

Approvals can often become bottlenecks, but with GreenSlate, a better way is possible with features like email reminders and rush approvals.

➡️ Email reminders: Awaiting approval? Use our platform to send reminder emails directly, or take advantage of batch actions to send multiple reminders at once. Learn more about email reminders.

➡️ Rush approvals: Urgent transactions? Notify approvers to prioritize these, ensuring your project continues smoothly. Learn more about rush approvals.

Bonus tip: Check out these common approval flow setup and workflow tips to ensure your project is a success.

2. Customizing Views

At GreenSlate, we empower you to tailor your workspace.

➡️ Run tailored reports (and even eliminate some reporting): Utilize our customizable views and grids to filter out unnecessary data, concentrating on what’s vital, and eliminating time spent searching for or organizing data.

➡️ Save custom views: Maximize your productivity by saving your custom views for quick, easy access to the exact data you need.

Learn more about customizing views.

3. Streamlined Bulk Actions

Boost efficiency with our advanced bulk action capabilities.

➡️ Bulk approvals: Expedite processing by managing approvals in bulk. Learn more about bulk approvals.

➡️ Bulk downloads with customizable file naming: Customize file naming conventions on the project-level enable you to easily categorize and group your files as needed. This feature is available for payroll and accounting processes such as Purchase Orders, Journal Entries, reports, and more. Learn more about bulk download options.

With GreenSlate, there's undoubtedly a better way to manage your workflows, enhancing both efficiency and productivity.

If you missed the full webinar or want to revisit the details, check out the recording below. As always, our team is here to support you with any questions or additional insights.