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Tools & Utilities

  • Copy User Preferences and Menu Security

    Got multiple companies and find it frustrating to set up a new user with the same preferences and menu security for each one? Or want to set up a new user by copying an existing user's settings for all companies? Or need to set up a new company and copy...

    AUD647.08
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  • CRM Asset Related Maintenance

    Allows visibility of maintenance requirements on related physical assets. Physical assets with maintenance cycles frequently have related assets and it may be preferable to do the maintenance on those assets at the same time. When reviewing specific...

    AUD462.20
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  • CSV Data Extractor

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

    AUD785.74
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  • Custom Assembly Sales & Manufacturing

    If you regularly get orders to manufacture a new product and want the ability to record all the details direct from Sales Order Entry, this app is for you. This App automates the creation of the new finished good into inventory and creates the base...

    AUD462.20
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  • Custom Script Plug-In Property

    This App adds a tick-box to the Greentree Custom scripts form which allows the Custom scripts to become Plug In Properties which are then usable in collections for work-flow and reporting. Effectively it makes the script function in the same manner...

    AUD231.10
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  • 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,...

    AUD184.88
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  • Customer Credit History

    Want to give a user access to run 1 or 2 of the scripts in the System Script list, but not let them see or run any of the others ? This App enables you to select which scripts are allowed to be run by which users. It means you can turn off the System...

    AUD231.10
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  • Email Tracker

    Archive, Search for and Re-send any Email sent from your Greentree system quickly and easily. The Email Tracker App archives emails that are sent through the Greentree Email Task Queue or from the Send Multiple Copy Invoices App (010010) and stores...

    AUD462.20
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  • Expense Claims Workbench

    So you need to keep track of dozens of expense claims each month and track the associated receipts? This App adds a new Workbench to Greentree that displays the Expense Sheet lines (AP Invoices) and their status, and allows you to process and...

    AUD462.20
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  • FX Local Currency Entry in AP/AR

    This handy App lets you enter the local currency amount on the AR Receipt and AP Payments screens and calculates the conversion rate for you. Features The App adds new fields to the AR Receipt and AP Payments screens for the Local Currency...

    AUD138.66
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