Financial Management

Change Supplier in selected receipt tab

This App provides the ability In AP Invoice entry on the receipt tab, to select Receipts entered for a different supplier.  This would be used where a purchase order and receipt have been entered against an incorrect supplier, or where the supplier...

AR Credit Management Workbench

This App provides a simple workbench for Customer Management, with a focus on credit status.

Supplier Invoice Hold

Put a supplier on Payment Hold which sets the Hold code for all current and new AP Invoices to the Hold Code set in the App’s Module Control.Taking a supplier off Payment Hold displays the Release/Alter Holds form, giving the user the ability to...

Tax Only Invoice

Enables a separate Tax Only Invoice for customers who are based overseas but domiciled in New Zealand (locally) for tax purposes.  They require an invoice for the goods only, then a separate invoice for the tax on the goods.  

AR Invoice Email Interface File

This App provides functionality to email an interface file (csv) when an AR invoice is sent by email.The csv format can be made customer-specific.

Update AR Invoices with PO Number

This App allows Update of the Customer Order number on Read only AR invoices - this is useful where the customer has placed an order then says they will come back to you with the order number, but the invoice has been updated before that happens.

Customer Credit History

This App will add a button to view a Customer’s credit history, in both Customer Maintenance and Enquiry. This displays the Receipt Profile plus payment metrics by month for the last 12 months. The metrics displayed are DTP (Days to Pay) DO...

AR Statement Email Attachment

This App provides functionality to email attachments with AR Statements. Attachments on transactions related to the statement will be emailed.

AR Credits from CRM Requests

Link inventory transactions to CRM Calls This app gives you the ability to link inventory transactions to CRM Calls. This might be done to assist in monitoring; Goods being returned Goods sold and needing service or repair Goods to be modified...

Intercompany Attachments AP/AR Invoices

CRM Service Request Email including Attachments This App is designed to be used where one Greentree company raises an AR invoice to another company within the same Greentree database. The App will create and attach a copy of the AR invoice to the AP...

Supplier Performance Surveys

This app provides the ability to create a Survey that is distributed to your Staff with a list of questions about specific suppliers. The Staff must login to Webview to answer these questions, the results of which can then be viewed in a table and graph...

Copy AR Invoice

This App will add a button to AR Invoice Entry to allow easy duplication of invoice contents. The same functionality is available in AR Credit Notes entry. There is no restriction on the status of the invoice or credit note being copied when creating a...