Financial Management

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...

Bulk Deleting of Batch Transactions

Bulk delete of batch transactions This app gives you the ability to bulk delete all transactions that are loaded into a batch, this include AP or AR invoices loaded via Free and AP Payments.

Credit Note Responsibility

Recording Credit Note Reasons This App will allow the recording of Credit Note Reason and Responsibility against AR Credit Notes. Allow reporting of use of Responsibility and Reasons

AR Invoice Printed Flag

This app controls whether the “is printed” flag is able to be edited on AR Invoice Maintenance form for the user. Note that changing the flag is only possible if the invoice is not Read-Only.

Delivery Address

This App will add a button to JC AR Invoice Entry to allow the Delivery Address that is set on the Job to automatically populate onto this Invoice. It will also add the automatic copy of the Address from Job to Invoice if the Create Sales Invoice...

Withholding Tax in AP Invoice

Controls display of withholding tax in AP Invoice screens.This App provides visibility of Withholding Tax This is applicable to both eDoc and actual AP Invoices. Without this App it is possible to see the checkbox for Deduct Withholding Tax,...

GL Transaction Export for External Systems

1. This App allows extracts of GL transactional data. 2. It then flags the data as exported and prevents updates to those transactions.

Calculate Tax on Invoice Total not Line by Line

This App is designed to calculate the Tax on an invoice total, without rounding line by line. *This app is part of the Premium Pack

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...