Financial Management

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...

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...