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FAQ

1 FAQ: Approvals: How-to Set-up Single Level Timesheet Approvals in Greentree

How to set-up Single Level Approvals for Mobile Timesheets in Greentree Create an Approval Code (Workflow->Approval and Alerts->Approval Codes) Set the Approval Code to be used in the Workflow Module Control (Workflow->System->Module Control:…

2 FAQ: Best Time and Attendance Systems and Greentree

Where to start with Time and Attendance systems if you have Greentree as an ERP. Time and Attendance Overview Greentree has excellent options for entering time, costing time, and paying employees/contractors for time and it entirely depends on you specific…

3 FAQ: Browser: Assigning a Manager to Employee

Assigning Employees Line Manager to Employee Record within Greentree Assigning a Manager to an Employee Assigning a Line Manager to employee record. Navigate to HR>HR Employee Maintenance Setup Employee Maintenance Record as normal. refer to article FAQ:…

4 FAQ: Browser: How to make a Mobile User Inactive

How to make a Mobile User Inactive for Browser or nTree Timesheets. Open System->System Set-up->Mobile Employee Maintenance. On each User, on the "Timesheet Employee" tab, uncheck the "Active" checkbox.

5 FAQ: Browser: How to setup and maintain employees for Browser HR Mobile

How to setup and maintain employees for Browser HR Mobile in MYOB Greentree. This document describes the method to setup and maintain employees for Browser HR Mobile in MYOB Greentree. Setup HR Team Go to the menu HR>System>Utilities>HR Team Maintenance…

6 FAQ: Employee Development: How to add an HR Disciplinary record in Greentree

An explanation on how to add an HR Disciplinary recording Greentree Navigate to HR > Human Resource Management > Disciplinary. Disciplinary Maintenance screen pops up Type: Select the Type of Discipline Status will automatically set to "Open" (when…

7 FAQ: FREE: What gets updated by FREE when uploading a GL Budget

Understanding Greentree Budgets. Positioning This article relates to uploading budgets to Greentree using the FREE functionality in Excel. Update Flow When uploading budgets from excel using FREE the process has two steps as follows: For each account number…

8 FAQ: How do Activity Code restrictions work

This article describes how Activity Code Groups are used to restrict the Activity Codes that can be used on a Job and the Activity Codes that can be used by a JC Employee. Background ConfigurationsJobs - With Work Centre Plans unchecked Every Job without…

9 FAQ: How to automatically find and fix Kitsets when a component is made inactive/obsolete

It can be onerous to find and update all the Kitsets an inventory stock item belongs to when you need to make the stock item inactive. This process can be hugely improved with a couple simple A&A Rules and a BPM Process Case When a stock item is made…

10 FAQ: How to delete a GL budget in Greentree

Understanding Greentree Budgets. Prequisites Write Permissions to access General Ledger Budgets Positioning There are times when it is advisable to delete a budget, for example: The budget is no longer required and should not be reported on, An entirely new…

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