When you need this
Greentree GL codes are required for purchase/bill account mapping for Greentree customers.
Before you start
Connected on Credentials.
Steps
Go to Settings â Integrations â Greentree â GL Codes.
Click Sync from Greentree.
Browse or filter the GL Code list; confirm accounts you use on bills/POs are present.
What success looks like
GL codes listed for the company.
Bill/PO account pickers can resolve Greentree GL codes after mapping elsewhere.
If it fails
Reconnect banner â Credentials first.
Empty catalogue â Sync while connected; check Greentree returns accounts for this company code.
