Tools & Utilities

INI Settings

This App allows INI settings to be managed through the application rather than editing the .ini file. This means that important application behaviours can controlled from the ini file, and visible from within Greentree without any manual editing...

Auto Email Invoice on Creation

This App will automatically email an invoice using standard invoice delivery rules on the customer (i.e. set to receive invoices by email). There is an optional UDF flag on a customer to exclude specific customers.

DIM SO Order Import

This App adds an additional import system field to the standard DIM Sales Order Import interface. More System Fields may be added in the future as required.

Convert Job to Stock

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

Posting Period Audit

Audit when Posting periods are changed This app gives you the ability to view when posting periods were changed, by who and from what period to what period. There is a report to give you this detail for the specific company you are logged into.

Bank Interface Receipts

To import and optionally create receipts from your downloaded bank statement file. 

Job Despatch

Allows a Job Despatching process that has a delayed completion. This App allows you to despatch stock directly from jobs without affecting stock until completed.There is overlap in Greentree configuration between this app, 010029 SO Despatch and 010025...

Webview CRM Maintenance

WebView CRM Maintenance This App will allow access to WebView CRM Maintenance pages for CRM related data. These pages can be added as drilldowns or you can add them to the menu directly If they are added as drilldowns from other pages, then you will...

Customer Alerts

This app will display alerts in Sales Order entry or CRM Quote entry when a customer is selected. Alerts are set up in Customer Maintenance.A system script is available for mass loading alert text. For Verde customers currently using Verde Sales Notes,...

GL Transaction Enquiry Table

This app will add a Supplier or Customer column to the GL Account transactions tab enquiry.  

Webview Job Cost Reporting

This app will give users the ability to report against various aspects of Job Cost within WebView. This will include analysis against: -          Sales and Cost for a specific Job which could include Parent...

SO/PO Link Retain Original Price

This app lets you retain the supplier prices that is initially set when you create a purchase order from a sale order and the supplier is then changed.