Accounts Payable

Cash Flow Forecasting

Problem we’re trying to solve Cashflow forecasting and management is one of most essential contributors to business success because it should inform sound and confident business decision making. It’s well known that poor cashflow (and...

eDoc Approval lines Highlight Tolerance

  When an eDoc Invoice is opened from an eDoc Approvals desktop panel, the screen that is displayed is different to the screen that administrators get when they are coding eDocs. Under standard functionality, when an invoice is matched to a...

AP Aged Balance Report enhancements - Payment Term Selection Criteria

This app allows you to filter suppliers on the AP Aged Balances Report by their default payment terms. We recommend that you test the configuration of the App thoroughly in a test system prior to deploying the App in your live Greentree system.

AP Invoice On Charge

This app allows you to raise an AR Invoice from the AP Invoice Entry screen, and select costs to invoice directly to a customer. Important Notes We recommend that you test the configuration of the App thoroughly in a test system prior to deploying...

Master GL

This app assists in creating and maintaining a standard chart of accounts across multiple companies with the ability to deploy specific accounts to specific companies. It also enables the bulk generation of accounts when a new company is established,...

eDocs Credit Card Expenses Import

Import Credit Card and Expense receipts from a structured import file, using a script that can be scheduled at regular intervals. A single import file can contain expenses and credit card receipts across multiple companies, with expense suppliers being...

TREE/UDF Grouping

This app allows you to group the Trees and the User Defined Fields on Stock Items and Jobs and then only show one group at a time on the item or job. Important Notes We recommend that you test the configuration of the App thoroughly in a test...

Copy AP Invoice

To copy an existing AP Invoice and select a new supplier. This App streamlines the function of creating AP Invoices with the same lines, ideal for manually created BCTI’s or AP Invoices with the same lines but different suppliers. Important...

AR and AP Invoice Email attachments

Attach supplementary files to your BCTI and AR Invoices and have them sent in your single and bulk email runs. This App allows additional important information to be sent with the emailed PDF copy of the invoice. It means you no longer need to save a...

eDoc Favourite default Location from Branch

This app dynamically gives you a default Location when coding an eDoc, that is appropriate to the eDoc Branch. Without the app, an eDoc location will default to the primary location for the stock item. Important Notes We recommend that you test...

AP Remittance Report

  This app provides the ability to set a custom email subject for AP Remittances, where each company can have a different subject text. Important Notes We recommend that you test the configuration of the App thoroughly in a test system prior...

Street Address Lookup

This app adds a street address lookup button to all the address controls in Greentree to allow use of a third-party web address lookup service. This app gives you the ability to search for a street address, by entering part of the address. It is...