When you need this
You are setting up Greentree purchasing for a billable company: tax codes for supplier bills, PO sync, and auto-push of approved bills.
Before you start
Greentree is connected and the Company code is set.
Tax Codes are synced. The tax dropdowns read that catalogue.
Your role has Integrations tab: Read & Write.
Steps
Open Settings → Integrations → Greentree → Procurement for the billable company. This tab was previously called Bills.
Work through Supplier bill push prerequisites from top to bottom. Each row turns green when it's met.
Under Tax code mapping, map all three expense tax types to a Greentree purchases tax code: GST on Expenses, GST Free Expenses and BAS Excluded. Click Save tax code mapping. Only Greentree codes flagged for purchases appear.
Turn on the toggles you need (see below).
Toggles on this tab
Toggle | What it does |
Automatically sync approved purchase orders | Sends each approved PO to Greentree. Appears once SprintSuite switches on PO sync for your company. See Sync approved purchase orders to Greentree. |
Auto-push approved supplier bills to Greentree | Pushes a bill the moment it's approved, and stops it going to Xero for this company. See Push a supplier invoice to Greentree. |
Automatically sync receipts to Greentree | Only appears where SprintSuite has switched on receipt sync. Otherwise, send receipts from Reconciliation. |
The prerequisites panel
Row | Met when |
Connection configured and connected | Credentials are complete, the Company code is set, and Ping succeeded |
Suppliers mapped | Suppliers are linked to Greentree creditors |
GL codes on purchase types | Purchase types have GL codes |
Tax code mapping populated | All three expense tax types are mapped |
Profit centres | Departments are mapped to profit centres |
Jobs synced | Jobs are synced or linked to Greentree |
Activity codes on purchase types | Purchase types used on job lines have activity codes |
PO sync ready | PO sync is switched on, toggled on and connected |
The panel checks your setup overall. Each bill is still checked individually when it's pushed.
Defaults for Job-linked pushes
This card holds a default Work Centre and activity code. Supplier bills don't use these defaults. A job-linked bill takes its activity code from the purchase type, so set activity codes on your purchase types rather than relying on this card.
What success looks like
Every prerequisite row you need is green.
Tax mapping is saved, and bills no longer fail for a missing tax code.
The toggles you need are on.
If it fails
Tax dropdown empty → run Sync from Greentree on Tax Codes, then come back.
A toggle is missing → that feature hasn't been switched on for your company yet. Ask your SprintSuite contact.
A bill is still on Pending Bills after approval → see Push a supplier invoice to Greentree.