Job Cost Management

JC Work in Progress to General Ledger Reconciliation Tool

This WIP Reconciliation app enables you to output Job Cost transactions to a spread sheet so that you can reconcile Job Cost transactions with the General Ledger. You have a choice of exporting directly to Microsoft Excel, so you can use Excel features...

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...

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...

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...

JC AR Invoice Credit Note Button

This App adds a button to create a JC Credit Note from a JC AR Invoice. Important Notes 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.

JC Cost Transaction Payment Date

The ability to see the date of payment of AP invoice transactions on a Job.  If the AP invoice has been paid then the actual date of the payment is listed, otherwise the column in blank. The same data will be displayed on the GL Account Maintenance...

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...

Timesheet Entry

This App allows managers a view of both rostered times and logged times for an employee/job/pay period on a webpage ‘table’, so hours worked can be reviewed (with budget comparison) before approving the timesheets for processing in Payroll...

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

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...

Convert Job to FA

This app lets you convert a job into a fixed asset with a value based on the costs on the job.

Convert Job to Stock

This app lets you convert costs on a job into receipts against a stock item.