WebView Financial Reports in Greentree Desktop

You can view reports with custom column definitions in Greentree using the Reports > General Ledger > Financial Reporting menu.

You can't view reports using the hard coded pre-defined formats.

Do this to enable the feature:

1. User Maintenance

   WebView must be enabled for the user, with a default menu selected.

   Do not select either of the Uses options at the base of the form.

2. WebView Report Group Maintenance

   Check that you have a Web Report Group set up that provides access to only the financial reports you want this user or group of users to see.

3. WebView Security Maintenance

   Ensure that the user is assigned to the correct level of web security of the reports they can see.

   Once the set up is enabled for the user, reports can be viewed in Greentree using the Reports > General Ledger > Financial Reporting menu.

   Select the report and period end date for what you want to view. When values display at an account level (click + and - to expand and collapse), click on the value and the GL Account Enquiry form displays, pre-populated with details.

   The report can also be exported to PDF or Excel by clicking the buttons located at the top right of the form.

• Column Maintenance
• Web Report Group
• GL Account Enquiry