Related Form

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Use this form to view all transactions of the job, including those for which Customer Relationship Management is the source module. The form also indicated if notes or attachments have been added to the transaction.

Open, Detail, and Contact columns are only applicable to CRM transaction types (Assets, Contracts, Quotes).

Subject

You can select from a dropdown list containing each type of transaction of the job. This includes transactions sourced from the AR, AP, CRM, FA, IN, JC and PO modules. Select All to view all transactions, or a specific transaction type to view only transactions of one type, for example, AP Invoice, or PO Purchase Order.

Date From/To

Enter the to and from dates to use for filtering the transactions returned to the enquiry table when the Apply button is clicked (based on the transaction document date).

Apply

Click this button to apply the subject and date parameters, and return transaction details to the table.

You can double click on any transaction line, except JC Estimates, and Greentree opens details of the transaction in the source form. For example, if you click on an AP invoice transaction line, Greentree Desktop displays the AP Invoice Entry form, pre-populated with details of the transaction. Where notes and/or attachments are for transactions, you can also view them using the source form.

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