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|Greentree Modules
Greentree Modules2017-03-28T09:18:01+00:00

The Complete Greentree Suite

Greentree ERP General Ledger

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.

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  • Dynamic reporting structures
  • Flexible accounting structure
  • Account short codes
  • Budget management
  • Future and prior periods

Greentree ERP Software Cash Management

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.

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  • Internet Enabled
  • Bank Account Management
  • Cash Analysis and Budgeting
  • Reconciliations

Greentree ERP Accounts Payable Software

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.

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  • Track suppliers
  • Withhold Tax, PPS, GST and VAT
  • Easy payment selection
  • Fast data entry
  • Manage disputed transactions

Greentree ERP Software Accounts Receivable

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.

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  • Manage overdue accounts easily
  • Automate recurring invoices
  • Sophisticated discount options
  • Detailed sales analysis
  • Easy collection via direct debits
  • PCI compliance for credit cards

Greentree ERP Software Fixed Assets Software

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.

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  • Fully integrated operation
  • Multiple depreciation methods
  • Online access to information
  • Forecasting facility
  • Asset groups

Greentree ERP Software Consolidations & Translations

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.

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  • Multiple consolidation levels
  • Improve reporting accuracy
  • Eliminate conversion errors
  • Centrally managed, collaborative processes
  • Reduce the need for local accounting expertise

Greentree ERP System Foreign Currency

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.

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  • Foreign currency General Ledger accounts
  • Manage international bank accounts
  • Track assets in foreign values
  • International price lists in customer currency
  • Calculate overseas prices during order or invoice entry

Greentree ERP Software eReporting

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.

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  • Save time, money, paper and postage
  • Tailor to each contacts needs
  • Automate remittances and statements
  • Automate processing and delivery of payslips
  • Easily customise reporting

Financial Reporting Engine in Excel - F.R.E.E.

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.

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  • Live links to the data within Greentree
  • Develop the reports you really need
  • Flexible budgeting tools
  • Analyse from many different dimensions – down to transactional level
  • Not just reporting – updating capabilities

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.

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  • Multiple user access levels
  • Available anywhere with internet access
  • Share vital business information
  • Company-wide productivity improvements
  • Rapid deployment and implementation

Greentree ERP System Inventory Management

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.

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  • Effective warehouse management
  • Mobile enabled
  • Easy barcode label management
  • Accurate order fulfilment
  • Efficient stock handling

Greentree ERP Sales & Delivery Software

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.

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  • Seamlessly integrated for efficiency
  • Manage backorders with ease
  • Effective credit control
  • Flexible packing slips and invoices
  • Electronic Data Interchange (EDI)

Greentree ERP Purchasing Software

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.

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  • Effectively track and manage inventory
  • Easily manage standing or repeat orders
  • Materials Requirements Planning (MRP)
  • Electronic Data Interchange (EDI)
  • Drop ship and back to back ordering

Greentree ERP Supply Chain Software

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.

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  • Lower your organisations inventory
  • Live financial, distribution and job cost updates
  • Enhanced control and increased visibility
  • Tighten spending controls
  • Internet enabled

Greentree ERP EDI Software

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.

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  • Eliminate data handling errors
  • Proactive customer relationship management
  • Total visibility fraud prevention
  • Future proofed business flexibility
  • Avoid noncompliance fees

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.

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  • User-defined configuration
  • Trace by serial number, batch or user ID
  • Pre-define compliance standards
  • Workload View – live view of actions
  • Environmental and asset testing

Greentree4Sales-Mobile-Sales-CRMGreentree4Sales

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.

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  • Works on desktop, laptop or tablet
  • User-friendly workspace
  • Simple display of key data
  • Tailored to the way you work
  • Comprehensive functionality

Greentree Customer Relationship Management Contacts & Relationships

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.

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  • Easy access to contact information and their relationships
  • Unlimited user defined fields and groupings
  • Integration with Microsoft Outlook
  • Document management
  • Data and list management

Greentree Customer Relationship Management Sales & Marketing

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.

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  • Streamlined sales cycle management
  • Quote management – fully integrated with Job Costing
  • Create invoices and accept payments with orders
  • Supports conceptual and composite products
  • Maintain data protection compliant

Greentree Customer Relationship Management Bookings Management

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.

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  • Manage invitation lists with ease
  • Bulk email and mail merges
  • Resource Planner – a visual account of resource deployment
  • Track related income and expenses
  • Direct quote and invoice generation

Greentree eCRM Module

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.

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  • Drastically reduce administration costs
  • Customer and supplier self-service
  • Extensive data capture
  • Daily summary of tasks for that day
  • Customisable aging analysis

Greentree ERP System CRM Fundraising Software

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.

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Greentree Customer Relationship Management Knowledgebase

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.

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Greentree Job Cost Management

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.

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  • Unlimited-level job structures
  • Pre-defined job templates
  • Live up-to-date view of costs and revenue
  • Highly visual planning boards
  • Extensive data filtering capabilities
  • Work Centre Management

Greentree Advanced Job Cost Management

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.

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  • Revenue Recognition
  • Manage out-of-scope problems easily
  • Better predict future income
  • Retention management
  • Full invoice audit trails

Greentree eTimesheets

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.

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  • Easy to use – simple to follow forms
  • Track employee productivity
  • Each time/expense entry is seamlessly reflected on the job
  • Payroll integration
  • Approvers can identify missing timesheets

Greentree Payroll Software

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.

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  • Easy payroll processing
  • Management and statutory reporting
  • Leave Processing
  • UK Payroll Auto Enrolment
  • Employee Record Management

Greentree HR Management

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.

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  • Detailed employee information
  • Standard job functions
  • Store curriculum vitae records
  • Powerful employee skill searches
  • Organisation Charts
  • Grievances/Disciplinary actions

Greentree Recruitment Software

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.

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  • Maintain a complete database of applicants
  • Manage each recruitment process easily
  • Flexible or consistent recruitment process
  • Easy to manage interview schedule
  • Track, document and manage incurred costs

Greentree Employee Development

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.

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  • Schedule employee reviews
  • Set and measure goals
  • Formalise assessment criteria
  • Automate staff appraisals and development
  • Full history for each employee

Greentree Leave Planning Software

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.

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  • Integrated to Payroll
  • Automated leave request processing
  • Real-time leave approvals
  • Leave forecasting, reporting and analysis
  • Highly visible leave planning board

Greentree Occupational Health & Safety Software

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.

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  • Comprehensive incident management
  • Government compliance met
  • Identify trends and reduce potential risks
  • Manage rehabilitation and return to work
  • Customised information records

Greentree eHR - Online access to HR information

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.

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  • Online access to HR information
  • Employee and management remote access
  • Leave requests and approvals
  • Record Occupational Health and Safety incidents
  • Easy access for payroll review

Greentree Asset Management Software

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.

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  • Effective asset management
  • Easily manage multiple asset locations
  • Track all asset events
  • Categorise assets into groups as required
  • Scheduled Maintenance

Greentree Customer Service Software

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.

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  • Optimise service response rates
  • Meet all service-level commitments
  • Cut the costs of customer support requests
  • Field Service Capability
  • Contracts and Service Level Agreements

Greentree Contracts & Service Level Agreements Software

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.

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  • Manage your customers your way
  • Parent/Child contracts are supported
  • Multiple contracts per customer
  • Contracts easily renewed and invoices created

Greentree Knowledgebase Software

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.

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  • Document library
  • Integrated email function
  • User-defined and mobile access
  • Document archive with version control

Greentree eService CRM Online Service Portal Software

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.

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  • ‘Out of the box’ functionality
  • Self-service Management
  • Access to Knowledge Base
  • Greatly improve issue resolution times

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.

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  • Works on desktop, laptop or tablet
  • User-friendly workspace
  • Simple display of key data
  • Tailored to the way you work
  • Comprehensive functionality

Greentree Mobile Warehouse Operations

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.

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  • Inventory Management
  • Eliminate keying errors
  • Integrated barcode scanning
  • Increase staff productivity
  • Increase customer satisfaction

Greentree Mobile Sales Management Solutions

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.

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  • Increase staff productivity
  • Increase customer satisfaction
  • Fast and accurate data capture
  • Eliminate ordering errors
  • Sales processing – entered on the spot

Greentree Mobile Field Service Solutions

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.

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  • Faster job turnaround
  • Increased fix first time service calls
  • Improve data quality and eradicate errors
  • Order parts and view inventory onsite
  • Reduce service staff non-productive time

Greentree eBusiness Webstore Software

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.

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  • Flexible connectivity
  • Online stock catalogue
  • Easy to maintain favourites
  • Flexible kitsets
  • Ease of use for customers

Greentree eCRM Module

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.

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  • Drastically reduce administration costs
  • Customer and supplier self-service
  • Extensive data capture
  • Daily summary of tasks for that day
  • Customisable aging analysis

Greentree eService CRM Online Service Portal Software

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.

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  • ‘Out of the box’ functionality
  • Self-service Management
  • Access to Knowledge Base
  • Greatly improve issue resolution times

Greentree’s eRequisitions suite

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

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  • Proactive inventory management
  • Empower suppliers to raise requisitions
  • Attach any number of supporting documents
  • Monitor status and search inventory

Greentree eTimesheets

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.

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  • Easy to use – simple to follow forms
  • Track employee productivity
  • Each time/expense entry is seamlessly reflected on the job
  • Payroll integration
  • Approvers can identify missing timesheets

Greentree eApprovals

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.

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  • Process approvals in real-time, from anywhere
  • Make informed decisions faster
  • Increase workflow efficiency
  • Tailor approval rules to your needs
  • View approval history

Greentree eHR - Online access to HR information

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.

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  • Online access to HR information
  • Employee and management remote access
  • Leave requests and approvals
  • Record Occupational Health and Safety incidents
  • Easy access for payroll review

Greentree ERP Software WebView Reporting

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.

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  • Full web access to all the information available in Greentree
  • Facilitates proactive management
  • Eradicate time-wasting data searches
  • Granular access controls
  • Total visibility with fully tailorable views