When you need this
Purchase requests, purchase orders, and supplier bills need each Purchase Type coded to a Greentree activity code (job lines) or GL code (non-job lines) before finance can post correctly.
Before you start
Greentree is connected for the billable company.
Activity codes and GL / chart of accounts catalogues are synced.
You can open Settings → Purchase Types (or the company Purchase Types list).
Steps
Open Purchase Types for the billable company.
For each type you use: enter or confirm the GL Code, and search/select a Greentree activity code when the type will be used on job lines.
Save the row. Repeat for the types you purchase against.
For bulk work, click Map via CSV. Use Import & match (download the template, upload, confirm matches) or Export the current mappings.
To add many GL accounts from Greentree without typing each one, use Import GL Codes and wait for the background job to finish.
What success looks like
Each live Purchase Type has the GL and/or activity code you expect.
PR/PO lines can pick those types; job lines resolve activity, non-job lines resolve GL.
If it fails
Activity search empty → Sync activity codes, then retry.
GL import incomplete → check Background Jobs, reconnect on Credentials, run Import GL Codes again.
CSV match missed a row → confirm the code column, then re-import or map the row by hand.