Accountants love Microsoft Excel, and many use this tool every day to format, plan, and manipulate information for a wide variety of business uses. Greentree’s Financial Reporting Engine in Excel, or FREE, allows you to use these skills to easily create dynamic financial reports, that reflect the current state of your business.

"The ability to slice, dice and dissect the data using the Excel tools is exceptional. Greentree's integration to Excel has made a dramatic impact on the amount of time we spend analysing data and resolving issues."

Ross Gulliver – Accountant, Kenneth Ayres

Key Benefits

• Live Links to Greentree
• Harness the Reporting Power of Trees
• Flexible Budgeting Tools
• Not Just Reporting - Updating Too

Live Links to Greentree

In order to maintain a competitive edge, you need direct access to key information that can be formatted, reviewed, and acted on using tools most appropriate to the task. Historically, a big problem with using Excel for this has been obtaining timely and easy access to the financial information contained in your accounting system. Traditionally, this information has to be printed from the accounting system and manually re-entered, or perhaps stored as a text file and imported into Excel for further formatting and manipulation.

Greentree's FREE provides just what it’s name implies, freedom to develop the reports that you really need, with live links to the information within Greentree. It’s the modern way to present financial information. FREE has been designed to allow users to effortlessly use Microsoft Excel to analyse and report on information easily and at the same time ensure the appropriate security is provided to protect sensitive information. As the links to Greentree are “live” you only need to set up each reporting spreadsheet once then enter the period and year to report each month and Greentree takes care of the rest. In addition, pivot table reports may be easily generated within Excel, using the information available from within Greentree.

Harness Reporting Power of Trees

FREE allows you to report on General Ledger accounts specifically or grouped by tree branch, from within your many user defined trees. This allows you to analyse the same information from many different dimensions, even down to transactional analysis level.

"Greentree was a clear choice for Lecky's, the system had an edge in a number of areas, ranging from simplicity and data entry speed, to advanced features such as the integration to Microsoft Excel for reporting and analysis."

Jan Crooks - Office Manager, Lecky's Electrical & Data

Flexible Budgeting Tools

In addition to financial results, Greentree budgets may also be presented within Excel and used in reports. Once in Excel, all the modelling capabilities of Excel come into play, allowing budgets to be developed and then automatically updated back to Greentree.

Not Just reporting – Updating Too

Masterfiles

• Customers
• Suppliers
• Non-Stock Purchase & Sales Codes
• Bill of Materials
• Fixed Assets
• Fixed Asset Opening Balances
• General Ledger
• Job Cost Jobs
• Inventory Locations
• Inventory Reorder Details
• Inventory Items
• Inventory Item Barcodes
• Inventory Item Costs
• Inventory Item Selling Prices
• Inventory Item Suppliers
• Inventory Item Units of Measure
• User Defined Field values (for all Masterfiles)

Transactions

• Accounts Payable Invoices
• Accounts Payable Credit Notes
• Accounts Receivable Invoices
• Accounts Receivable Credit Notes
• Accounts Receivable Receipts
• Print Outstanding AR Invoices
• Accounts General Ledger Budgets
• General Ledger Journals
• General Ledger Inwards Cash
• General Ledger Outwards Cash
• Inventory Transactions
• Job Cost Adjustments
• Job Cost Timesheets
• Job Cost Estimates
• Sales Analysis
• Sales Orders
• Purchase Orders
• Fixed Asset Adjustments
• Fixed Asset Disposals
• Fixed Asset Purchases
• Fixed Asset Re-evaluation
• Fixed Asset Transfers
• Fixed Asset Write-offs