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 System Scripts

This app adds system scripts that support eDoc functionality including: Bulk import and update of eDoc Supplier Line Mapping Bulk assignment of Requisition Type Activity Groups Bulk assignment of Requisition Types to Suppliers

eDoc Intercompany JC Line Coding

This app gives you the ability to code eDoc Credit Cards and Expenses to jobs that exist in another company.

Intercompany eDocs

This app enables automatic generation of eDocs between Companies in the same Greentree database without requiring the use of scraping. Creation of eDoc AP Invoices and Credits Automatic creation of eDoc AP Invoices when an AR Invoice is distributed...

CM Statement Entry JC Adjustment

This App gives the user the ability to add a job cost receipt or a job cost payment as a transaction when reconciling a bank statement in the cash management module. Job Payments (JP) and Job Receipts (JR) can be added on the Transaction Entry Tab in...

Intercompany Finance

This App enables Intercompany Finance, by providing a process to manage movement of funds between companies. The Intercompany app automates the Intercompany loan functionality, creating intercompany fund transfers based on an input file, creating...

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

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,...

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 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...