Financial Management

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

  • Invoice Preview

    Invoice Preview

    o you want a quick way to look at your invoices before you send them? Want to see how the narration is appearing or what is being consolidated on a job cost invoice? Invoice Preview is the answer. Just one click and you can preview an...

    $150.00
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  • Master Organisations

    Master Organisations

    If you're running multiple companies in Greentree who deal with some of the same customers and suppliers, you'll want to administer the records centrally. Currently the App allows for reporting on combined sales or purchases using Greentree IQ...

    $1,500.00
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  • Report Management & Security

    Report Management & Security

    Now you can control which reports a user can run from the | REPORTS | OTHER REPORTS | menu. If you need to give people the ability to run certain reports but either don't want them to be able to run others, or simply want to shorten the list of available...

    $500.00
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  • Request for Credit in Accounts Payable

    Request for Credit in Accounts Payable

    Create a Request For Credit from an Inventory Receipt or AP Invoice. Monitor outstanding credit requests placed on a supplier. Automatically have the invoice placed on hold then matched when the credit is received. Caters for both product and price...

    $500.00
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  • Returns Authorities in Accounts Receivable

    Returns Authorities in Accounts Receivable

    Manage the way you assess and approve returns from customers. Avoid lost margin and improve processes for writing-off or returning goods to stock.This App prompts the user to complete a series of predefined questions to gather information that is needed...

    $500.00
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  • Sales History Button on CRM Quote Entry

    Sales History Button on CRM Quote Entry

    This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote. Features The App adds a "Customer History" button to the CRM Quote Entry screen.: Click on the "Sales...

    $250.00
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  • Split DC Payment Batches

    Split DC Payment Batches

    This App allows you to split an AP Payment Batch into multiple, separate batches and create a Direct Credit file for each batch. The App is a useful tool in 'short term Cash-flow control' whereby the bank reconciliation report can be used to monitor...

    $250.00
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