F-R-E-E with General Ledger

Accountants love Excel, and many use this tool every day to format, plan and manipulate information for a wide variety of business uses. F-R-E-E provides direct connectivity with Microsoft Excel, facilitating a powerful range of reporting and formatting tools. This allows you to create almost any type of financial report you require, based on up-to-the minute information. Reports can be easily created from the ground up, with changes reflected immediately. Importantly, the reporting mechanism in Excel is entirely under the Accountant’s control.
Historically, a big problem with using Excel as a financial reporting system 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 reentered, or perhaps stored as a text file and imported into Excel for further formatting and manipulation. Greentree offers a whole new way of accessing your financial information with a powerful set of tools that allow you to easily directly access, summarise and present your reports quickly and easily.

Executive Information System

By taking advantage of the more advanced features of Excel, you can create your own Executive Information System (EIS) that is tailored to the requirements of your organisation and staff. Using tools such as Visual Basic and Excel’s macro language, a complete graphical interface can be built to suit your requirements now - and in the future.

Secure Access to Greentree

Before accessing your Greentree financial information from within Excel, users must enter a valid Greentree login name and password. This ensures that only authorised staff are able to access your sensitive financial information at all times.

Posting Journals

Journals may be calculated and posted from Excel directly into Greentree real-time. These may be autoreversing journals (i.e. accruals) that could even be calculated based on financial information obtained from Greentree automatically. Journals that are posted from Excel may be further edited from within Greentree, if required.

Entering Accounts Payable & Accounts Receivable Invoices

Transactions for your suppliers and customers may be entered and posted directly from Excel into Greentree real-time. This is ideal if you have complex cost allocations or other information that needs to be tracked from within Excel, and saves operator time and the potential for human error. Customer and supplier information may also be updated from Excel, if required. This is of great value if you need to integrate with legacy systems that are not able to communicate with Greentree directly.