Tools & Utilities

eDoc Expense Copy Line

This app provides functionality to copy a coded line in both EDoc Expenses (receipts and claims) and eDoc Credit Cards. This is useful if you want to split an expense across two lines that are both coded to the same account.  

eDoc Import by Type

This app provides dynamically created import scripts for eDocs by type, based on what is currently active in the system. 

eDoc AP Payment Witholding Tax

This app adds the display of Withholding Tax to the eDoc AP Payment form.  

eDoc JC Cost Allocation Split

This app gives you the ability to automatically split the costs on an eDoc AP Invoice across multiple jobs, using either a pre-defined allocation rule or an ad-hoc calculation.  

eDoc Header Desktop with Created Date Filter

This app provides a new type of Workflow Desktop panel for eDoc Headers, which includes an ‘Up To Created Date’ Filter.  This allows administrators to filter their desks to only display the oldest records when they wish to prioritise...

eDoc Approvals Dekstop by Header Type

This app provides a new type of Workflow Desktop panel for EDoc Approvals, which includes a Type Filter, as the standard EDoc Approvals panel does not allow for filtering by Type.  Utilising the new panel type means that an approver can have for...

PO Receipt Entry PO Search

This app gives you the ability to search for a PO before selecting a supplier.  

Supplier Trading Name

This app adds an extra look-up field for the Trading Name to the Supplier Maintenance and Supplier Enquiry screens.  

API User

This app gives you the ability to create new Greentree users from an API call.  

API Custom Script

This app gives you the ability to define a Greentree Custom Script and call this script from an API call. Parameters can be passed in and a structured XML or Json response is returned.  

API Results Sorting

This app adds the ability to sort the response body returned by a GET API call based on a specified field. Sorting is available on the following GET API Calls: Customer using CustomerA08 SOSalesOrder using SOSalesOrderA08 StockItem using...

CRM Asset Quote Create

This App allows creation of a CRM quote from a physical asset with selection of stock items.