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Live links to Greentree

In order to maintain a competitive edge, you need direct access to key information that can be formatted, reviewed, and acted on using tools most appropriate to the task. Historically, a big problem with using Excel for this has been obtaining timely and easy access to the financial information contained in your accounting system.

Traditionally, this information has to be printed, or cut and pasted from the accounting system and manually reentered, or perhaps stored as a text file and imported into Excel for further formatting and manipulation.

Greentree’s F.R.E.E. provides just what its name implies, freedom to develop the financial reports that you really need, with live links to the information within Greentree. It’s the modern way to present financial information. F.R.E.E. has been designed to allow users to effortlessly use Excel to analyse and report on information easily and at the same time ensure the appropriate security is provided to protect sensitive information. As the links to Greentree are “live” you only need to set up each reporting spreadsheet once then enter the period and year to report each month and Greentree takes care of the rest. In addition, pivot table reports and charts may be easily generated within Excel, using the information available from within Greentree.

Drill down to Greentree from Excel

Verify your financial totals are accurate by using the unique ‘drill down to GL option’ from within Excel. This function launches a General Ledger enquiry form populated with the criteria used to present the totals in Excel so that you can view account balances as well as the transactions that make up these balances. And of course from here you can then drill down to the source transactions for the complete picture.

Harness the reporting power of ‘Trees’ F.R.E.E. allows you to report on General Ledger accounts specifically or grouped by tree branch, from within your many user defined trees. This allows you to analyse the same information from many different dimensions, even down to transactional analysis level.

Flexible budgeting tools

In addition to financial results, Greentree budgets may also be presented within Excel and used in reports. Once in Excel, all the modelling capabilities of Excel come into play, allowing budgets to be developed and then automatically updated back to Greentree.

Not just reporting - updating too

F.R.E.E. offers a wide range of updating capabilities for Greentree Masterfiles as well as posting transactions. These capabilities are of great value if you need to load data from, or integrate with, legacy systems that are not able to communicate with Greentree directly. If you have complex cost allocations or other information that needs to be tracked from within Excel, this saves operator time and the potential for human error. Naturally all data entered into Greentree from F.R.E.E. can then be further updated within Greentree.

Important notice: Microsoft, Windows, and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.