When you need this
Approved or eligible job receipts need to post to Greentree as AP invoices, and you want to send them yourself from Reconciliation.
LIVE: Manual Send to Greentree on Finance → Reconciliation → Receipts. Automatically syncing a receipt on upload is not a live how-to here.
Before you start
Greentree is connected; you have permission to push receipts (
finance-reconciliation-greentree_push).Each receipt has a supplier (and coding) Greentree can accept as an AP invoice.
Job-linked receipts that post as JC cost need the job linked to a Greentree Job Code and an activity code on the line.
Steps
Go to Finance → Reconciliation → Receipts.
Select the receipt rows to send.
Click Send to Greentree.
Confirm Send the selected receipts to Greentree as AP invoices?
Wait for the batch to finish. Success shows how many receipts were sent; failures stay for fix-and-retry.
What success looks like
Selected receipts show as sent, with a Greentree AP reference where the push succeeded.
You did not re-upload the same receipt to force a second post.
If it fails
Nothing eligible → the rows are already sent, missing supplier/coding, or not in a sendable state.
Nothing selected → select at least one receipt.
Some could not be sent → open the error, fix supplier / job link / activity or GL coding, then send again.