All Apps

Inventory Item Notes

Allows extra Notes to be held against Inventory Item Similar to a User Defined field but much more visible.There is no restriction on length or what is stored in the notes (other than that it is a String).

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...

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...

Advanced SO Carrier

The Advanced SO Carrier App allows users to select a Carrier during Sales Order Entry and to select a label option when completing a packing slip. There are currently 2 label options available: generate a file extract for UPS (XML format) select a...

UK Postcode Lookup Integration

Save time creating new address records in Greentree using this nifty UK Post Code Lookup Integration. The App currently supports the "PostcodeAnywhere" and "Crafty Clicks" web services in the UK. Features The App adds a cloud icon next to...

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...

AR Combined Billing

This App works with the AR module. Based on setting up specific customers are parent/child customers and then marking all of the group as a combined billing group the system will them allow users to generate AR invoices as per normal but will not allow...

Change Supplier on PO Entry

This App enables you to change the supplier on an existing Purchase Order, even if a supplier has already been specified. The App adds a new button underneath the Supplier section. When clicked, a pop up box allows the user to select a new supplier...

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...

Job Cost Accruals & Reversals

Allows for Accruals and Reversals to be made using JC Adjustments. *This app is part of the Premium Pack

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...

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...