Financial Management

Cash Flow Forecasting

Problem we’re trying to solve Cashflow forecasting and management is one of most essential contributors to business success because it should inform sound and confident business decision making. It’s well known that poor cashflow (and...

eDoc Favourite default Location from Branch

This app dynamically gives you a default Location when coding an eDoc, that is appropriate to the eDoc Branch. Without the app, an eDoc location will default to the primary location for the stock item. Important Notes We recommend that you test...

AP Remittance Report

  This app provides the ability to set a custom email subject for AP Remittances, where each company can have a different subject text. Important Notes We recommend that you test the configuration of the App thoroughly in a test system prior...

AR Standing Invoice - Date in Reference and Narration

AR Standing Invoice – Date Invoice Reference and Narration This Greentree App gives you a new field called "Invoice Ref" and new features on the AR Standing invoice.  The new field is used to enter the formula for the generated invoice...

JC AR Invoice Email - Attach Source AP Invoices

This app provides functionality to send the original supplier Invoices along with Job AR Invoices that are being sent out to customers. When the email is sent, in addition to the Job AR Invoice, it will also include PDFs of the supplier invoices that...

eDoc Expense Copy Line

This app provides functionality to copy a coded line in both EDoc Expenses (receipts and claims) and eDoc Credit Cards. This is useful if you want to split an expense across two lines that are both coded to the same account.  

eDoc Import by Type

This app provides dynamically created import scripts for eDocs by type, based on what is currently active in the system. 

eDoc AP Payment Witholding Tax

This app adds the display of Withholding Tax to the eDoc AP Payment form.  

eDoc JC Cost Allocation Split

This app gives you the ability to automatically split the costs on an eDoc AP Invoice across multiple jobs, using either a pre-defined allocation rule or an ad-hoc calculation.  

eDoc Header Desktop with Created Date Filter

This app provides a new type of Workflow Desktop panel for eDoc Headers, which includes an ‘Up To Created Date’ Filter.  This allows administrators to filter their desks to only display the oldest records when they wish to prioritise...

eDoc Approvals Dekstop by Header Type

This app provides a new type of Workflow Desktop panel for EDoc Approvals, which includes a Type Filter, as the standard EDoc Approvals panel does not allow for filtering by Type.  Utilising the new panel type means that an approver can have for...

PO Receipt Entry PO Search

This app gives you the ability to search for a PO before selecting a supplier.