Tools & Utilities

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 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,...

Webview Form Columns

This app implements additional settings in the WebView Form Designer, which can be used to place tables side by side on a page, instead of all being vertically placed against the left-hand margin. 

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...

Scheduling Out of Office Approval Delegates

This app provides functionality to schedule the start and end dates/times when a user will be Out of the Office, and who their approval delegate should be during this time. A new system script that will be scheduled to run at regular intervals...

Email Address to Team Matrix

This app provides a table matrix in which a list of email addresses can be mapped to Users and/or CRM/EDoc Teams. The purpose for which this was developed was so that an A&A Rule Script could do a lookup in this matrix for a specific email address...

Approval Tree Matrix

This app provides a table matrix in which Job Tree branches and Thresholds can be mapped to Approval Codes. The purpose for which this was developed was so that an A&A Rule Script could do a lookup in this matrix to find the correct approval code...

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...