When you need this
You want customer invoice lines coded to Greentree job activity codes, so each line posts to Greentree as a job sales line against the right activity.
Activity-coded invoicing is switched on per company by SprintSuite. If your invoice Account column says Select Account rather than Select Activity Code, it isn't on for your company.
Before you start
Customer invoice push is set up. See Push a job invoice to Greentree.
Activity codes are synced on Trade and shift type mapping.
The invoice's job is synced or linked to Greentree. This is required, not optional.
Steps
Open the job invoice. The Account column lists your Greentree activity codes.
Pick an activity code on every billable line. There's no GL fallback for blank lines.
On Do and Charge invoices, codes can be filled in for you from the source timesheet, PO line or receipt line. Check them before approving.
Approve the invoice, then click Push to Greentree as usual.
Good to know
Changing the invoice's billable company clears the Account column, so codes from the wrong company can't be used.
Each line posts as a job sales line, with its activity code as the sales code.
What success looks like
The invoice shows Pass, and in Greentree each line sits against the job and activity you chose.
If it fails
Link this job to a Greentree job before pushing an invoice coded to activity codes → sync or link the job, then push.
Every line item must have a Greentree activity code selected → fill the blank lines.
An activity code is missing from the list → re-sync activity codes.