Accounts Receivable

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...

eInvoice - Sending

This app enables you to send eInvoices from Greentree to customers who have opted to receive invoices electronically via the Peppol network rather than by email. An eInvoice uses a global standard format in which invoice data is transmitted through the...

AR Overdue Invoice Reminder Messaging

  Automatically send email messages to customers that have overdue invoices. The email message sent is based on the number of days overdue. The message is in HTML format using Greentree Email template. Include an HTML table of overdue...

AR Statement Interface File

This app allows you to attach a csv file transaction listing to the customer’s statement, when a statement is emailed to a customer using the Statement report distributed by Auto Email/Print. The column format is set by a new interface type, made...

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,...

View General Ledger Table

This app adds two additional columns on the Transactions tab of the View General Ledger form called Job Code and Job Name and it will populate these columns with the data from the transaction if applicable. Important Notes We recommend that you...

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...

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...

AR Standing Invoice - Date in Reference and Narration

AR Standing Invoice – Date Invoice Reference and Narration This Greentree App gives you a new field called "Invoice Ref" and new features on the AR Standing invoice.  The new field is used to enter the formula for the generated invoice...

JC AR Invoice Email - Attach Source AP Invoices

This app provides functionality to send the original supplier Invoices along with Job AR Invoices that are being sent out to customers. When the email is sent, in addition to the Job AR Invoice, it will also include PDFs of the supplier invoices that...

Invoice Print Fee

This app gives you the ability to automatically add a charge for printing invoices to each invoice created for a customer that receives printed invoices. The App automatically adds a Non-Stock line item at a fixed charge rate to all invoices, on...