Professional Services (Field and Engineering)

Selling professional services requires an ERP system that allows employees to focus on providing skills to their customers and not to be distracted by cumbersome administrative system that provide little value.

This is where Addax Business Solutions can help with a single with a single integrated system that manages timesheets and expenses, billing, all the back-end accounting, payroll, and Human Resource management. To do this we use MYOB Greentree as the tool combined with our industry expertise to design, install, and configure a solution that requires minimal data entry, no double entry of information, and clear outputs enabling you to focus on providing services to your customers.

Addax’s experience in the industry backed by Greentree, allow us to provide an option that can scale from a simple flat schedule jobs to a comprehensive job structure that layers down to Work Breakdown Structures.

For larger companies Greentree extends into multi-currency, multi-company financial management

All these functions including Greentree’s comprehensive payroll are provided by a single Greentree database without the need of any 3rd-party add-ons and interfacing.

Financial Management is core to all businesses and in the Professional Services industry this is complicated with the need to also manage costs at a job level.

Unlike most Job Cost systems, Greentree’s job costing can be designed and structured as loosely or tightly coupled to the General Ledger as your business requires. This allows your financial management and accounts to be designed to meet financial and accounting reporting requirements independently of the Job Cost reporting requirements.

Greentree offers a comprehensive Financial Suite of modules that includes all the standard accounting features you would expect of any accounting system, and many features not found in other systems such as GL Transaction Analysis that allows additional and selective multi-dimensional tracking of transaction at a level below the standard Chart of Accounts (i.e. to track FBT costs by person on GL Accounts associated with FBT expenditure, etc.)

RELATED MODULES

  • Workflow

  • General Ledger

  • Transaction Analysis (If required)

  • Accounts Payable

  • Accounts Receivable

  • Cash Management

  • Fixed Assets

For many Professional Service businesses project costing is the heart of their operational and business management. Using MYOB Greentree’s Job Cost module this financial and operational management cost structure can be designed independently of the General Ledger with mapping rules that determine where financial transactions are posted into the General Ledger.

As a result Job/Project structures can be designed independently of the General Ledger structure giving Project Managers freedom to design client projects and billing systems to meet their needs.

In Greentree, projects can be as simple as a list of Jobs, or they can be broken down to an unlimited number of child/grand-child jobs, and the child/grand-child structure can go down to an unlimited number of levels.

Each Job can also be broken down to an unlimited number of Work Breakdown Structures (WBS) and each WBS can be limited to only allow selected cost types and employee groups. This allows the firm, if required, to ensure technical staff only work on projects, or sections of a project, that they are assigned to.

Jobs and WBS structures can all be scheduled with start/end dates, percentage complete, and project completion management. These features allow the automated calculation of earned revenue versus actual revenue to create revenue recognition entries allowing the business to report on actual compared to earned revenue, ‘S’ curve analysis etc.

RELATED MODULES

  • Job costing

  • Advanced Job Costing

  • Field Service

For some professional service organisations supply chain management of consumables and equipment is critical to the successful delivery of projects on-time and on-budget.

MYOB Greentree has an inventory module that not only manages simple analysis such as stock on hand, but includes capability to manage more advanced features such as stock supersessions, companion parts, and substitution.

At Addax we understand even the most complex supply chain requirements and contract processes so we can integrate your requirements with Greentree’s Supply Chain modules to give you the control and visibility you need.

RELATED MODULES

  • Requisitions (if Required)

  • Inventory Sourcing

  • Purchase Orders

  • Import Costing (If required)

  • Foreign Currency (If Required)

Payroll and Human Resource Management covers a wide breadth, from a simple payroll requirement in some businesses to complex Enterprise Bargaining Agreements in larger operations.  Addax, using MYOB Greentree, can provide a solution to match the requirement from a simple payroll to a full Pay, Award Interpretation, and HR solution that includes:

  • Payroll
  • Award Interpretation
  • Skills and Certifications management
  • Recruitment
  • Employee Development
  • Leave Scheduling and Planning
  • Timesheet Capture
  • Employee Self-Help web portal

Greentree’s payroll and Human Resource Management modules are not 3rd party add-ins but fully integrated, purpose built Greentree modules.

RELATED MODULES

  • Payroll

  • Human Resources

  • Award Interpretation

  • Leave Planning

  • Employee Development

  • Recruitment

Occupational Health and Safety is an important part of modern industry, and no more so than in an industry that provide professional services that often need to work in hazardous situations with potentially lethal plant and machinery.

For smaller operations a simple Incident Reporting register is required and for larger operations this needs to extend into a comprehensive incident process management solution to ensure every incident is processed consistently and completely based on the category and severity of the incident.

Simple Incident Reporting can be managed within the MYOB Greentree Occupational Health and Safety module, but when combined with Greentree’s Business Process Management and Service modules Greentree is able to apply consistent and comprehensive standards and reporting to any organisations OH&S policy.

This allows processes such as the following to be based on incident category and severity:

 

  • Incident Recording (including through a Web Portal)
  • Email, SMS, and Desktop Alerts and Notifications
  • Standardised management and statutory reporting
  • Issuing of action items (automated where required)

RELATED MODULES

  • Human Resources

  • Occupational Health and Safety

  • Business Process Management (If Required)

Some professional service organisations require complex and expensive tools and equipment that need to be routinely serviced and calibrated to maximise productivity.

MYOB Greentree provides comprehensive Asset Management solutions for plant and equipment that include:

  • Ability to charge plant to cost centre’s and/or jobs types providing accurate billing and charge-out costing by Job, department, etc.
  • Clear visibility of equipment costs by category, including fixed costs such as financing, overhead costs such as depreciation, operational costs such as fuel, and maintenance costs such as repairs.
  • Planned maintenance scheduling
  • Forecast inventory requirements for servicing.
  • Unlimited time based or unit of measure (i.e. Kms) based maintenance cycles.
  • Allocation of service personnel time and stores issues to individual service requests and work orders.
  • Management and assignment of documents such as Standard Operating Practice manuals (SOPs) to specific plant and work cycles.
Unlike other alone maintenance solutions, Greentree’s plant maintenance solution is fully integrated and part of the overall ERP system. It is not a 3rd party add-on so Purchase, Inventory, and Pay related transactions are automatically integrated.

RELATED MODULES

  • Asset Management

  • Field Service

  • Job Costing

We’ll give you our thinking

Testamonial

  

As a non-profit organisation, the functionality in MYOB Greentree has been an absolute boon for us. We have been able to save time and money by better managing our cost centres and grant maintenance in Greentree. These flexible reporting structures ensure that almost any financial reporting requirement can be easily fulfilled.

  

Mervyn Williams
Finance Manager
Rocky Bay

Customer Stories

  •       

    Greentree is going to bring big improvements to our reporting process. We’re feeling very positive about the future.

          
    NECA WA
    Hannes Boshoff Corporate Finance Manager
  •       

    Our competitive edge is about the reliability of our service. Greentree will support and better facilitate our service delivery, and that’s what keeps us ahead.

          
    Nilsen Group
    Mark Nilsen Managing Director
  •       

    Our competitive edge is about the reliability of our service. Greentree will support and better facilitate our service delivery, and that’s what keeps us ahead.

          
    Matilda Equipment
    Damion Wilson CFO
  •       

    As a non-profit organisation, the functionality in Greentree has been an absolute boon for us. We have been able to save time and money by better managing our cost centres and grant maintenance in Greentree. These flexible reporting structures ensure that almost any financial reporting requirement can be easily fulfilled.

          
    Rocky Bay
    Mervyn Williams Finance Manager
  •       

    Innovation is critical in our industry and Greentree dovetails into this to help us maintain our competitive position.

          
    Crosby Tiles
    Andrew Williams General Manager