Distinctly Greentree
Workflow
Workflow is a unique business management tool that provides a dynamic and proactive management tool for your organisation. Workflow Desktops show you precisely the information required for your role in the organisation. Financial controllers can view their key financial indicators, while service managers can view all open service requests and the amount of work allocated to their support staff. The Workflow Desktop allows users to create Favourites, bookmark regularly used records and also view visual aids such as graphical planners.
Financial Reporting Engine in Excel
One of Greentree’s key advantages is its native, live integration to Microsoft Excel. Financial reporting in Greentree is done through Excel, affording a wealth of options to financial professionals in terms of configuration and presentation of the business’s reports. Financial staff can also use Excel to view Greentree data, in a totally secure environment, as well as use the tools in Excel to manipulate and transform data for analysis and budgeting purposes. And of course, users can drilldown to source documents within Greentree directly from Excel with a simple click of the mouse.
Screen & Report Customisation
To ensure that Greentree users are comfortable with the way information is presented to them, screens and reports can be customised without programming. Changes made using the Customisation Manager are ‘cosmetic’ and do not affect the underlying source code in any way. When you upgrade your Greentree system, any screen customisations you have made are automatically preserved.
Trees
Greentree allows you to create logical groups within your data, known as trees. Trees afford you powerful reporting options within Greentree. Multiple trees and branches (subgroups) can be applied for each masterfile. A typical example would be a geographical tree for your customers that groups by State/County and City/Town. Other unique customer trees could be industry type, employee size, or any other meaningful grouping. Of course, trees can also be created for your suppliers, inventory items, jobs and many other data types. The true power of these trees becomes evident at reporting time when the tree structures become parameters that can be selected for generating your reports.
eReporting
Greentree offers a cost-saving solution for the distribution of your business documentation such as invoices, purchase orders, remittances and statements. These documents can be automatically emailed, faxed or printed. eReporting allows the preferred distribution method to be predefined, making a dramatic impact on the time and resources needed to manage your business correspondence.
Approvals & Alerts
Approvals provides a greater level of control over the Greentree system, by providing an approval process that applies to appropriate users and virtually all Greentree records. This is critical for compliance with Sarbanes Oxley. Greentree allows for a multilevel approval process, including group approvals as well as sequenced approvals. Business rules can be defined within Greentree to automatically alert users of critical information; for example, when customers are over their credit limit or purchase orders are waiting for approval. Alerts can be sent via email, pop-ups, follow-ups, SMS or other configurable mechanisms.
Links & Attachments
Any record held within the Greentree database can be linked to another, assisting users in easily finding other information that is pertinent to the record they are viewing. Creating links is a simple process, and as each link is created, you can add relevant notes. Greentree facilitates document management by allowing unlimited external files, such as spreadsheets, scanned images, emails etc to be attached to any Greentree transaction. For example, supplier invoices or customer orders can be scanned and attached to the relevant Greentree record.