Financial Management

AR Combined Billing

This App works with the AR module. Based on setting up specific customers are parent/child customers and then marking all of the group as a combined billing group the system will them allow users to generate AR invoices as per normal but will not allow...

Master Organisations

If you're running multiple companies in Greentree who deal with some of the same customers and suppliers, you'll want to administer the records centrally. Currently the App allows for reporting on combined sales or purchases using Greentree IQ...

Email Tracker

Archive, Search for and Re-send any Email sent from your Greentree system quickly and easily. The Email Tracker App archives emails that are sent through the Greentree Email Task Queue or from the Send Multiple Copy Invoices App (010010) and stores...

Split DC Payment Batches

This App allows you to split an AP Payment Batch into multiple, separate batches and create a Direct Credit file for each batch. The App is a useful tool in 'short term Cash-flow control' whereby the bank reconciliation report can be used to monitor...

Westpac Direct Credit Interface Hash Total

This App provides a Westpac hash total on AP Direct Credit Interface file for use with Westpac NZ Deskbank.

A&A Rules in AP Payment Selections

This App adds functionality to allow A&A rules to be used to filter the selection of AP Invoice and Credit Notes for Payment. It gives an additional option when selecting suppliers/invoices for payment, It adds a “Rule” button which...

Free-Format Printed Invoices for Job Cost and Accounts Receivable

Ability to show free format text and quantity/rate data on Job Cost and Accounts Receivable Invoices which does not correspond to the sales or cost lines which make up the invoice. These details will not update General ledger or Sales figures otherwise...

User Preference Defaults

This Utility App provides user level settings for some of the current module level default values for data entry, including: Created new user preference parameter for AR branch default which is used in AR Invoice, AR Credit Note and AR Receipt entry...

Child Account Balances Tab on Customers & Suppliers

Tired of not knowing what child accounts you have linked to a parent? Want to be able to see all child balances at the same time? With this app, we have added a new "Child Balances" tab to the Customer Maintenance and Enquiry screens and Supplier...

Expense Claims Workbench

So you need to keep track of dozens of expense claims each month and track the associated receipts? This App adds a new Workbench to Greentree that displays the Expense Sheet lines (AP Invoices) and their status, and allows you to process and...

Returns Authorities in Accounts Receivable

Manage the way you assess and approve returns from customers. Avoid lost margin and improve processes for writing-off or returning goods to stock.This App prompts the user to complete a series of predefined questions to gather information that is needed...

Invoice Preview

Do you want a quick way to look at your invoices before you send them? Want to see how the narration is appearing or what is being consolidated on a job cost invoice? Invoice Preview is the answer. Just one click and you can preview an...