Case Study: First National Real Estate streamlines expense processing with MYOB Greentree eDocs

First National Real Estate - Customer Case Study

First National Real Estate, a long-time MYOB Greentree customer, was struggling with a monthly expense-management headache. With around 25 credit card users across Australia, staff had to collect receipts, build spreadsheets, and send them for review, while managers spent significant time reconciling, approving, and correcting missing or duplicated entries. MYOB Greentree eDocs was brought in to streamline this process.

MYOB Greentree eDocs enabled First National Real Estate to capture expense receipts, invoice PDFs, and emails automatically, eliminating double entry and manual printing. The solution automated invoice routing and approval, improved coding and budget allocation, reduced processing time, and increased accuracy. It also delivered cost savings through lower paper and printing use, while making expense claims and invoice sign-off much easier for managers and staff.

First National Real Estate

Shane Ryan

Finance Director