Greentree
Greentree
24 articles
- Overview — what syncs which way (live only)You are setting up Greentree for a billable company and need a clear picture of what Sprintsuite pulls from Greentree, what you map locally, and what you push or export…
- Connect Greentree (credentials, Save & connect, Ping)You need Sprintsuite to reach the company’s on-prem Greentree Web Services API so catalogues, links, CSV export gates, and invoice pushes can run.
- Turn Greentree integration onGreentree does not appear under Integrations, or toggles/syncs stay hidden, until the parent integration gate is on for the tenant.
- Sync Profit Centres (+ map to departments)Departments in Sprintsuite must map to Greentree Profit Centres for reporting and for flows that require a profit-centre mapping (for example staff/job prerequisites elsewhere).
- Sync BranchesYou need Greentree branches available in Sprintsuite (staff details, defaults, and other Greentree-aware screens).
- Sync Tax CodesPurchase/bill Greentree flows need Greentree tax codes. The Tax Codes catalogue also feeds Procurement tax mapping.
- Sync GL / chart of accountsGreentree GL codes are required for purchase/bill account mapping for Greentree customers.
- Sync Activity codesPay Runs CSV Activity (via Pay Types mappings or trade/shift Combinations) and other Greentree activity pickers need the Greentree activity-code catalogue in Sprintsuite.
- Sync Work CentresWork Centres are a Greentree catalogue used on Pay Types (and related mappings). Sync them before you expect Work Centre dropdowns to populate.
- Sync Suppliers + link / Auto-MapSuppliers must link to Greentree suppliers before AP / bill pushes that need a Greentree supplier code.
- Sync Customers + link / Auto-MapClients in Sprintsuite must link to Greentree customers before job/invoice flows that require a Greentree customer code.
- Disconnect / reconnect / RetryYou need to stop using the live connection, restore it after a change, or clear a temporary “can’t reach Greentree” warning without wiping saved credentials.
- Sync JC Job Tree / mandatory custom fieldsGreentree jobs expose company-specific Custom-tab and Tree fields (for example JCActivity). Sprintsuite must pull that mandatory-field catalogue so job/project forms know which Greentree fields to show.
- Link a staff profile to a Greentree HR person (manual link only)Pay-run CSV export and other Greentree staff flows require each included staff member linked to a Greentree employee (Emp Code), and not marked Do not link.
- ReSync staff catalogues (HR Persons + JC Employees)Staff linking needs up-to-date Greentree HR Person and JC Employee catalogues in Sprintsuite.
- Export GreenTree timesheet CSV from a pay runYou import JC timesheets into Greentree from a file. Sprintsuite generates that file from a pay run.
- Set up Pay Types / Combinations / Automatch so CSV Activity resolvesGreenTree CSV Activity must resolve for producing timesheet lines. You configure either an explicit Pay Types activity mapping (highest precedence) or Combinations / Automatch letter composition.
- Compose trade / shift-type codes (+ Automatch)Combination Activity codes are built from Greentree letter codes on trades and shift types, plus Field/rostered on the job. Automatch matches the composed code to the synced activity catalogue.
- Push a job invoice to GreentreeYou need an approved Sprintsuite job (AR) invoice posted to Greentree.
- Push a supplier invoice to GreentreeAn approved supplier bill (AP invoice) must post to Greentree.
- Credit notes / re-push when Reference already setA Greentree Reference is already stored on an invoice, but you need a credit note path or a re-push after a correction. Greentree does not treat References as freely reusable…
- Invoice / PO document Reference numbering (SS sequences → GT)You need Greentree Reference values to stay unique and traceable to Sprintsuite document numbers (invoice numbers / PO numbers from Sprintsuite sequences).
- Troubleshooting (CSV export errors, false disconnect, missing mappings)Something Greentree-related looks wrong: export won’t start, status says unreachable, or mappings block Activity / push.
- Link an existing Greentree Job Code to a job/projectA Sprintsuite job or project must reference an existing Greentree JC Job code (for invoice lines and other Greentree checks) without creating a new Greentree job from Sprintsuite.