Financial Management

Accounting and business management tools to manage, and improve, the bottom line.

  • Create Credit Notes from Packing Slips

    Create Credit Notes from Packing Slips

    This great little App allows Sales staff to create a Credit Note for a sale, directly from the SO Packing Slip Maintenance screen - without giving them full access to the Credit Notes function.  Features A new Create Credit Note button...

    $500.00
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  • Customer Special Payment Terms

    Customer Special Payment Terms

    Set Special Payment Terms on customer’s invoicesFor example, a customer may purchase a piece of equipment and be given 12 month payment terms to pay off the invoice in instalments at a specified amount each month.New UDFs populated to Customer...

    $500.00
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  • Delivery Address

    Delivery Address

    This App will add a button to JC AR Invoice Entry to allow the Delivery Address that is set on the Job to automatically populate onto this Invoice. It will also add the automatic copy of the Address from Job to Invoice if the Create Sales Invoice...

    $100.00
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  • Email Job Cost Invoices with Attachments

    Email Job Cost Invoices with Attachments

    This App allows you to attach supporting documentation to a Job Costing Invoice. The documentation can be stored against the Job or a Service Request, and selectively added as an attachment when the Job Cost Invoice is emailed.*the task processor might...

    $500.00
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  • Email Tracker

    Email Tracker

    Archive, Search for and Re-send any Email sent from your Greentree system quickly and easily. The Email Tracker App archives emails that are sent through the Greentree Email Task Queue or from the Send Multiple Copy Invoices App (010010) and stores...

    $500.00
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  • Expense Claims Workbench

    Expense Claims Workbench

    So you need to keep track of dozens of expense claims each month and track the associated receipts? This App adds a new Workbench to Greentree that displays the Expense Sheet lines (AP Invoices) and their status, and allows you to process and...

    $500.00
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  • FX Local Currency Entry in AP/AR

    FX Local Currency Entry in AP/AR

    This handy App lets you enter the local currency amount on the AR Receipt and AP Payments screens and calculates the conversion rate for you. Features The App adds new fields to the AR Receipt and AP Payments screens for the Local Currency...

    $150.00
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