The Complete Greentree Suite
General Ledger
Greentree’s General Ledger forms the core of your financial management system. Also included with the General Ledger is F.R.E.E. – Greentree’s add-in Financial Reporting Engine in Microsoft Office Excel®. It provides direct connectivity with Excel, facilitating a powerful range of reporting and formatting tools.
Cash Management
Good cash management is a vital component to the success of any business. It is critical that the Financial Controller is in a position to determine the company’s actual liquidity at any point in time and be able to forecast future cash flow based on good information and accurate data.
Accounts Payable
Control and monitor where your money is going. This accounting and information resource helps you meet today’s varied business challenges. Easily track what is owed to your suppliers and what your forward cash commitments for outstanding invoices and purchase orders are.
Accounts Receivable
In today’s busy business climate, time is critical. Nowhere is this more important than in your company’s Accounts Receivable department – the nerve centre of your accounting operations – where a good portion of the information that can make or break your business is stored.
Fixed Assets
Managing assets, minimising tax and planning for future capital investments or disposals is made easy with Greentree’s Fixed Assets module. By knowing exactly where each of your assets are located and the exact value, you can more effectively plan your capital purchases and disposals.
Consolidations & Translations
Making sense of International Financial Reporting such as IFRS is a challenge and creates a large burden for many organisations. These challenges can be relieved with the streamlined Greentree consolidations process providing a transparent and collaborative approach to producing accurate group reporting.
Foreign Currency
Greentree provides full multi-currency capabilities across all modules and is designed to cater for global trading. Greentree’s multi-currency facility supports foreign currency General Ledger accounts, international bank accounts, assets tracking in a foreign value, foreign currency customers and suppliers and transactions.
eReporting
Save valuable time spent on repetitive administration tasks. Greentree’s eReporting automatically transmits invoices, statements, remittance advices, purchase orders and other business documents to staff, customers and suppliers via email, print or fax in a variety of formats including PDF and HTML.
Financial Reporting Engine in Excel (F.R.E.E.)
Use this tool to develop the financial reports that you really need. With live links to the information within your Greentree ERP System you can format, plan, and manipulate data for a wide variety of business uses and easily create dynamic financial reports, that reflect the current state of your business.
Reports & Documents
Create, manage, share and track financial reports and other business documents from the one easily searchable, secure location. Get the right information, to the right person, at the right time. Accessible via desktop, tablet or mobile with a secure login you can manage who has access and editing rights on at individual report level.
Inventory Management
Make accurate inventory forecasts, deliver powerful inventory analysis, efficiently manage warehouses, improve relationships with suppliers and customers and offer ebusiness. Eradicate costly mismatches between plan and reality and drive your customer service and profitability.
Sales Order Processing
Quickly, efficiently and accurately process sales orders in real-time, accurately plan inventory purchasing, deliver real-time enquiry and reporting for improved decision making, streamline your workflow, reduce distribution costs and improve productivity.
Purchase Order Processing
Control, approve and monitor your organisations commitments to suppliers in real-time, accurately track your cash flow and reduce the potential for disputes. Reduce errors and streamline processes to make sure you can deliver on time, every time.
Supply Chain Management
Meet demanding lead times whilst lowering your inventory, improve control on requisition spending, achieve your optimum purchasing power, report to facilitate better decisions on purchasing strategies and improve your complete supply process, from request through to delivery.
EDI
Elevate your business with with highly flexible and easy-to-use electronic trading software that brings you, your customers and suppliers closer than ever, resulting in fewer errors and billing and payment delays, and overall improved customer service levels.
Quality Control
Eliminate the costs associated with dissatisfied customers as Greentree’s Quality Control module automates all the necessary quality control processes. Schedule and manage the testing of assets, pre-define standards to ensure that faulty goods are never released and track products right through to customer by serial number.
Greentree4Sales
A truly mobile option for your sales team to access your key sales data at all times, in one place, both historical and upcoming – from anywhere. Greentree4Sales connects your sales engine to your business engine in the most powerful way possible.
Contacts & Relationships
Effectively manage all your interactions internally and externally with customers, suppliers, competitors and prospects. From one screen access all the information you hold on an organisation or contact from communication shared to financial detail.
Sales & Marketing
Effectively manage your complete sales cycle from the initial marketing or telephone campaign to lead tracking, opportunity management, quote creation through to sales order. A true end to end sales process including pipeline reporting.
Bookings Management
A flexible, easy to use and efficient solution for organisations that require co-ordination of events or booking of resources. Its total integration with other Greentree modules enables Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable.
eCRM
eCRM is a web portal to your Greentree CRM so you can add, define and maintain contacts in the Greentree CRM database from a browser, ideal for geographically dispersed organisations. Also drastically reduce administration costs by giving customers and suppliers secure access to view and manage their own accounts.
Fundraising
Capture where pledges and donations are from, what they relate to and the amount as well as processing monies received. Pledges and donations can be revised ensuring a full audit trail of all revisions is maintained. This is performed with the use of a version number, which reflects the original pledge or donation.
Knowledge Base
Manage information and make it accessible to staff, customers and suppliers as required. The Greentree Knowledge Base module provides a framework for systematically storing information and providing flexible yet secure access control, both internally and externally to that information.
Job Costing
View real-time job status and profitability any time, gain greater visibility and insight into your costs and ensure your business has the agility required to capably respond to customer needs for your products and services. Integrated with other Greentree modules cost efficiencies transcend through all your business processes from job quoting/estimating, purchase ordering and inventory requisition right through to invoicing and general ledger.
Advanced Job Costing
Enhance your job costing effectiveness further with this sub-module, which include revenue recognition and retention management plus many additional functions to deliver expanded levels of control for project costs, revenue and accountability.
eTimesheets
Greentree’s eTimesheet module allows employees to submit their time and expenses on the move, via a web browser on any mobile device. Organisations can ensure that invoices are issued promptly, billing disputes are minimised and that management have a powerful tool for employee time and expense analysis and approval.
Payroll
Run an efficient and prompt payroll service within your organisation with the Greentree Payroll module. Greentree Payroll extends its capability beyond reliable pay calculation and delivers reports and breakdowns on payroll cost, human resource attributes and overall organisational capability.
HR Management (HRM)
Effectively manage your organisation’s personnel with accurate and detailed records of all your employee attributes and capabilities. Capture a comprehensive range of information from contact details, next of kin, leave balances, medical history, staff development, payroll, allocated roles, CVs, accreditations and more for a clear picture of your human resources and your organisation’s collective capacity.
Recruitment
Recruitment forms an integral component of the Human Resource Management suite and manages the process of attracting, assessing and recruiting the best talent available, allowing you to maintain your competitive edge. Ideal for organisations that conduct their own internal recruitment processes or for specialist recruitment agencies.
Employee Development
Greentree’s Employee Development module automates the management process for staff reviews and maintains essential information on staff training, success and remuneration to assist your organisation with the development of your people.
Leave Planning
Greentree’s Leave Planning module allows you to streamline your organisation’s leave planning and holiday approval procedures and minimise the time and resource demands on HR and management staff, minimise the effect of leave on your organisation’s day-to-day operations, as well as deliver exceptional leave forecasting and reporting.
Occupational Health & Safety
The benefits of maintaining a safe work environment are considerable for any organisation: from preventing potential injuries, to cost and efficiency improvements and compliance with statutory requirements. Using Greentree’s Occupational Health & Safety module can help to ensure that when incidents do occur they are properly managed.
eHR
eHR is an employee self-service portal that allows staff to access and proactively manage their own HR records and leave requests in Greentree via the internet. eHR is the route to ensuring your HR management spends less time on HR administration like leave approvals and more time making a contribution to your business goals.
Asset Management
Take control of your organisations assets with Greentree’s Asset Management: a complete integrated solution that manages your entire planned/un-planned plant maintenance requirements, from the management of the assets, servicing of the assets, and detailed cost breakdown of owning and maintaining the assets.
Customer Service & Support
Achieve the highest customer-satisfaction levels in a support or service environment, whilst managing problems and ensuring solutions are provided in an effective and timely manner. With full integration to the rest of Greentree, costing and billing of service work becomes a natural part of how you do business, whatever your size.
Contracts & Service Level Agreements
The Contracts & Service Level Agreements module allows flexible support and maintenance contracts to be defined and managed. This includes the products they cover, the contract period and the costs. Dramatically improve outcomes with all response and resolution times reported against Service Level Agreements.
Knowledge Base
Manage information and make it accessible to staff, customers and suppliers as required. The Greentree Knowledge Base module provides a framework for systematically storing information and providing flexible yet secure access control, both internally and externally to that information.
eService
Give your customers access to online self-service; provide real-time access so users can log their own support requests, monitor the current status of calls, issues and other information. Greentree’s eService module is an easy-to-use system for customers, agents and staff to interact with your business online.
Greentree4Sales
A truly mobile option for your sales team to access your key sales data at all times, in one place, both historical and upcoming – from anywhere. Greentree4Sales connects your sales engine to your business engine in the most powerful way possible.
Mobile Warehouse Operations
Greentree’s Mobile Warehouse Operations suite provides the platform for your business to increase productivity, reduce costs, improve process efficiency and increase revenue without major effort or staff upheaval.
Mobile Sales Management
Deliver customer orders rapidly and accurately, maximise sales potential from customer accounts and provide the best possible levels of customer service. Avoid customer complaints, unnecessary sales credits, extra shipping costs or lost sales, and unleash your sales staff so they can see more customers each day, make each engagement more effective and process orders immediately and accurately.
Mobile Field Service
Best-in-class service companies use mobile field service solutions to drive high performance. Empower your service personnel with immediate access to their next work request, parts availability and the ability to capture time and materials on the job without unnecessary travel time and paperwork.
Webstore
Effortlessly add a whole new distribution channel and sell securely online. Enable customers to browse illustrated product catalogues, check pricing and availability and enter orders – all fully integrated with your Greentree ERP System. Customers have real-time access to outstanding orders, their account status and transaction history.
eCRM
Provide web access ‘self-service’ for an unlimited number of users, customers or suppliers who need to access and manage customer relationship data with Greentree’s eCRM module, ideal for geographically dispersed organisations. Lift sales performance by extensively using eCRM within Account Management and Sales teams.
eService
Give your customers access to online self-service information systems; provide real-time access so users can log their own support requests, monitor the current status of calls, issues and other information. Greentree’s eService module is an easy-to-use system for customers and staff to interact with your business online.
eRequisitions
Proactively help your customers identify inventory shortages and rapidly respond to demand. Greentree’s eRequisitions suite provides immediate web access for purchasing, approval, pricing, delivery and availability. Your team can get the right outcome at the best possible price for your customers anywhere, anytime
eTimesheets
Greentree’s eTimesheet module allows employees to submit their time and expenses on the move, via a web browser on any mobile device. Organisations can ensure that invoices are issued promptly, billing disputes are minimised and that management have a powerful tool for employee time and expense analysis and approval.
eApprovals
eApprovals is the online version of Greentree’s Approvals & Alerts module and gives users the information and tools they need to process approvals in real-time from anywhere, to keep your business moving. Streamline the management of multiple locations and remote workers in today’s fast-paced world.
eHR
eHR is an employee self-service portal that allows staff to access and proactively manage their own HR records and leave requests in Greentree via the internet. eHR is the route to ensuring your HR management spends less time on HR administration like leave approvals and more time making a contribution to your business goals.
WebView
Webview is an online workflow management software tool that encourages communication and collaboration. Vital business information is accessible, for permitted users, on the move, so you can view and manage your business with absolute confidence.
eReporting
Greentree eReporting provides the ability to automatically send reports and business documents to staff, customers and suppliers via email or fax saving valuable time on repetitive yet essential administration tasks and reducing costs.
Workflow Desktop
Workflow Desktop allows you to create multiple ‘Desktop Views’ that provide immediate visibility of key business information across the system. Information may be selected, re-routed and ‘drilled into’ for immediate access to key data. Desktop Views can be created to suit user roles allowing staff to interact with data and make informed business decisions whilst carrying on with everyday tasks.
Approvals & Alerts
Greentree’s Approvals & Alerts engine automates daily processes, highlights exceptions and monitors for problem situations. Streamline your business processes, ensure critical transactions, documents and records are routed and approved by appropriate staff. No coding is required and complex rules can be created using simple point and click selections.
Business Process Management (BPM Software)
Greentree BPM Software takes business process mapping, monitoring and management to a new level previously only seen in tier one applications. Automating tasks through Greentree BPM Software ensures that your organisation executes and prioritises work in the most effective way so you drive exceptional business performance, increase returns and eliminate business pain.
Screen Designer
Tailor screens at an organisational, team or individual level – without needing expert assistance – to empower users to work smarter and faster. Streamline the way your users and organisation operates, saving time and delivering the information you need instantly.
AutoScan
Become more efficient by accessing the right information in the right place at the right time. Automatically scan, attach, route, approve and store source documentation such as accounts payable invoices, proof of deliveries and customer orders, fully crossed referenced to the relevant record.
Data Import Manager
An intelligent interface tool that automates data imports from feeder systems with comprehensive error trapping, mapping of data, rules based routing whilst maintaining a full audit trail for improved productivity, accurate and consistent data.
eDocs
Save your business hours by streamlining the receiving, routing, coding and approving of paper transactions. Churn through a high volume of processing, in seconds. The OCR option enables you to automatically extract details from a PDF and copy it into Greentree without the need to be keyed.
Bill of Materials
Bill of Materials allows you to define exactly what and how many parts, components or materials are required to complete a production run. Manage potentially thousands of component parts or materials, with no rigid Bill of Material structures, so you can reduce wastage and optimise production efficiency.
Factory Orders
The end result of MRP and Bill of Materials, Greentree Factory Orders module, puts you fully in the picture on what products you need to produce. Optimise productivity by fine-tuning production schedules and improve future planning with the facility to identify the differences between the Bill of Materials’ standard and actual usage.
Material Requirements Planning (MRP)
Greentree’s MRP module drives improved production management using industry-standard techniques. Balance customer demand, accurately forecast requirements, plan production with pin-point accuracy, and make last minute changes to a scheduled production run – without compromising core process.
Forecasting
Forecasting uses historical sales data, industry algorithms, seasonal fluctuations and human experience to forecast future inventory requirements. You can make manual adjustments for for unforeseen situations or unexpected demand so you’re always on-track.
Quality Control
Eliminate the costs associated with dissatisfied customers as Greentree’s Quality Control module automates all the necessary quality control processes. Schedule and manage the testing of assets, pre-define standards to ensure that faulty goods are never released and track products right through to customer by serial number.
Report Designer
Greentree’s Report Designer allows you to create new reports with the advantage of direct access to the data structures within Greentree. Get started immediately with a library of over 300 pre-built reports and drill-down report content to access underlying data using the ‘live’ reports.
Greentree IQ
Greentree IQ, powered by world-leading business intelligence software QlikView, builds a total view of your company including the ability to compare customer, product line and territory performance, identify trends and build forecasts based on ‘what-if’ scenarios and perform detailed critical analysis of key business indicators.
WebView
WebView makes any information that’s available in your Greentree system simultaneously available through your browser. WebView opens a dynamic web enquiry and reporting window into Greentree, giving users access to the full range of information to improve communication and collaboration across your organisation.
Greentree SQL & Query Tools
A host of inbuilt reporting and analysis tools plus open access for other reporting systems, e.g. Microsoft® Reporting Services. Greentree SQL offers a number of methods to support open access from ODBC through to populating a data warehouse in Microsoft® SQL Server in real-time.
Financial Reporting Engine in Excel (F.R.E.E.)
Use this tool to develop the financial reports that you really need. With live links to the information within your Greentree ERP System you can format, plan, and manipulate data for a wide variety of business uses and easily create dynamic financial reports, that reflect the current state of your business.
eReporting
Greentree eReporting provides the ability to automatically send reports and business documents to staff, customers and suppliers via email or fax saving valuable time on repetitive yet essential administration tasks and reducing costs.
Greentree POS Software
Maximise customer experience, control inventory & secure your POS system at every level and point of access. Greentree’s fully integrated POS leverages the core capabilities of the Supply Chain & Distribution suite to give you the flexibility to easily manage retail sales within your operation. Fully integrated, you can be sure of live links to inventory, pricing and customer accounts.
Greentree Secure
Greentree Secure is an advanced and robust backup and recovery product so you have peace of mind that if your system crashes you’ll be back up and running straight away. Greentree Partial Secure is included in your base Greentree system. Both Instant Secure and Total Secure require additional licensing and implementation.
Greentree Primed4U
With Greentree Primed4U software deployment strategy you always have access to the latest software at low cost and minimal impact; to match latest business practice and technology. Rather than annual enhancement upgrade and periodic ‘fix’ releases with a whole host of issues you apply updates and changes to standard and custom software solutions according to a schedule that suits you, thus causing minimal business impact.