Financial Management

Supplier Trading Name

This app adds an extra look-up field for the Trading Name to the Supplier Maintenance and Supplier Enquiry screens.  

Invoice Print Fee

This app gives you the ability to automatically add a charge for printing invoices to each invoice created for a customer that receives printed invoices. The App automatically adds a Non-Stock line item at a fixed charge rate to all invoices, on...

eDoc System Scripts

This app adds system scripts that support eDoc functionality including: Bulk import and update of eDoc Supplier Line Mapping Bulk assignment of Requisition Type Activity Groups Bulk assignment of Requisition Types to Suppliers

eDoc Intercompany JC Line Coding

This app gives you the ability to code eDoc Credit Cards and Expenses to jobs that exist in another company.

Intercompany eDocs

This app enables automatic generation of eDocs between Companies in the same Greentree database without requiring the use of scraping. Creation of eDoc AP Invoices and Credits Automatic creation of eDoc AP Invoices when an AR Invoice is distributed...

Receipt Profile

This App provides functionality to display a Customer Receipt Profile. The Receipt Profile allows for Credit Controllers: to see how a customer has historically paid their invoices for internal use and; to have a useful tool when asked for a credit...

CM Automate Bank Transactions

This app provides functionality for Greentree to read a comma delimited (csv) file of bank transactions and automatically create Cash Management Payments and/or Receipts for any lines that contain certain text within a specified field.

CM Statement Entry JC Adjustment

This App gives the user the ability to add a job cost receipt or a job cost payment as a transaction when reconciling a bank statement in the cash management module. Job Payments (JP) and Job Receipts (JR) can be added on the Transaction Entry Tab in...

Intercompany Finance

This App enables Intercompany Finance, by providing a process to manage movement of funds between companies. The Intercompany app automates the Intercompany loan functionality, creating intercompany fund transfers based on an input file, creating...

PO Receipt Partial

This App allows Partial PO Receipting of only selected purchase order lines from Purchase Order Entry. The entire line is still receipted, this app does not allow for partial quantities on the same line.

Convert Job to FA

This app lets you convert a job into a fixed asset with a value based on the costs on the job.

Auto Email Invoice on Creation

This App will automatically email an invoice using standard invoice delivery rules on the customer (i.e. set to receive invoices by email). There is an optional UDF flag on a customer to exclude specific customers.