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Archive for the ‘Accounts Receivable’ Category

GP Annual Physical-Several Tools to Help You Diagnose the Health of Your GP System

 Download and Print: GP Annual Physical – Several Tools to Help You Diagnose the Health of Your GP System What is a GP Annual Checkup? Your annual physical examination can be a source of reassurance that you’re as healthy as you feel – or it can feel like an alarm system to catch health problems [...]

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Microsoft Dynamics GP Tip: Using SmartList to Create Custom Reminders

 Download and Print: Microsoft Dynamics GP – Using SmartList to Create Custom Reminders Part 1: Basic SmartList Overview   Open SmartList. If you do not have the icon above, you can click: Version 10: Microsoft Dynamics GP>>SmartList Version 9: View>>SmartList SmartList has the following toolbar:    Search: Used to set Maximum Number of Records and [...]

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Microsoft Dynamics GP Tip: Writing Off AR Documents

  Download and Print:  Microsoft Dynamics GP – Writing Off AR Documents Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a write-off limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The [...]

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Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite

STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master ID” and “Originating Master Name” STEP 7: Click OK>OK STEP 8: Save by clicking FAVORITES. Enter a name and click [...]

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