Financial Management

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...

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...