Tools & Utilities

AR Invoice Email Interface File

This App provides functionality to email an interface file (csv) when an AR invoice is sent by email.The csv format can be made customer-specific.

Update AR Invoices with PO Number

This App allows Update of the Customer Order number on Read only AR invoices - this is useful where the customer has placed an order then says they will come back to you with the order number, but the invoice has been updated before that happens.

Customer Credit History

This App will add a button to view a Customer’s credit history, in both Customer Maintenance and Enquiry. This displays the Receipt Profile plus payment metrics by month for the last 12 months. The metrics displayed are DTP (Days to Pay) DO...

AR Statement Email Attachment

This App provides functionality to email attachments with AR Statements. Attachments on transactions related to the statement will be emailed.

Inventory Dimensions

Inventory Dimensions This App will allow mass creation of multiple stock items from a master, using predefined dimensions and then selection of stock items in both Sales Order Entry and Purchase Order Entry based on dimension data.    

AR Credits from CRM Requests

Link inventory transactions to CRM Calls This app gives you the ability to link inventory transactions to CRM Calls. This might be done to assist in monitoring; Goods being returned Goods sold and needing service or repair Goods to be modified...

Job Cost Shift Management

Shift management integrated with Job Costing Management of the shifts starts with scheduling number and types of employees required for a job potentially months before the actual job is required to be done. Closer to the date a list of employees that...

Intercompany Attachments AP/AR Invoices

CRM Service Request Email including Attachments This App is designed to be used where one Greentree company raises an AR invoice to another company within the same Greentree database. The App will create and attach a copy of the AR invoice to the AP...

CSV Data Extractor

Fully configurable extract to csv, include linked objects oids, collections, returned data from simple methods, tree values, UDFs and plugin properties.

Supplier Performance Surveys

This app provides the ability to create a Survey that is distributed to your Staff with a list of questions about specific suppliers. The Staff must login to Webview to answer these questions, the results of which can then be viewed in a table and graph...

Automated Stocktake

This app gives you the ability to have the system generate stocktake counts based on how often you want to count items within a specified period. Stocktake cycles are setup that determine the number of times an item should be counted within a cycle...

Bulk Deleting of Batch Transactions

Bulk delete of batch transactions This app gives you the ability to bulk delete all transactions that are loaded into a batch, this include AP or AR invoices loaded via Free and AP Payments.