When you need this
You want each job receipt sent to Greentree as an AP invoice the moment it's uploaded, instead of sending receipts in batches from Reconciliation.
Receipt sync on upload is switched on per company by SprintSuite. Without it, use Push receipts to Greentree from Reconciliation.
Before you start
Greentree is connected and the Company code is set.
Receipt suppliers are linked to active Greentree creditors.
All three expense tax types are mapped on Procurement → Tax code mapping.
Purchase types used on receipts have an activity code, for jobs synced to Greentree, or a GL code otherwise.
The jobs are synced or linked to Greentree.
Steps
Open Settings → Integrations → Greentree → Procurement and turn on Automatically sync receipts to Greentree.
On a job, click Upload Receipt and fill it in as usual.
Save. The upload window stays open while SprintSuite sends the receipt to Greentree and waits for the answer.
Result | What happens |
Success | Receipt sent to Greentree, with the AP invoice reference |
Greentree rejected it | The receipt isn't saved. The reason shows in the window. Fix it and upload again. |
No clear answer (timeout or outage) | The receipt is saved with a warning. Check Greentree before uploading again, so it isn't posted twice. |
What goes to Greentree
One AP invoice per receipt, with a line for each receipt line.
Reference: REC- followed by SprintSuite's internal receipt ID.
Lines go as job cost lines (job plus activity code) when the job is synced, otherwise as GL lines.
What success looks like
The receipt saves with a Greentree reference, and the AP invoice appears in Greentree for that supplier.
If it fails
Supplier unmapped or inactive → link it under Settings → Suppliers.
Tax type unmapped → complete the tax code mapping on Procurement.
Missing activity code or GL code → add it to the purchase type.
Job not synced → sync or link the job first.
Zero or blank amounts → fix the receipt lines.
Duplicate reference → the receipt was already sent. Check Greentree.