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Training Opportunity!! | Need to know how to do a year-end close? This year, CAL is offering a webinar that can help you get started. Click here to sign up. | | |
Microsoft Dynamics GP
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Implementation,
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What's Coming in GP 11?
Curious about where Dynamics GP is going? Get the product vision, including details around the "solution that fits," and extending the reach of Microsoft Dynamics GP
This document includes a full overview of the recently released Microsoft Dynamics GP 10.0, and a brief overview of our development goals for Microsoft Dynamics GP "11" Learn More Here (.pdf file) |
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| It is coming time for all of us to give thanks and take stock. In this addition of the Tips & Tricks Newsletter, the team at CAL Business Solutions would like to begin by thanking you for being our client. You had a choice in your ERP Solution Provider, and you chose us. We are grateful for your business, but more importantly, for your trust. Also in this issue are tips on making the most of your personal and professional network, as well as some opportunities to make the most of your Dynamics GP investment.If you're looking for anything specific, please let me know, and I'll include it in the next edition. Gratefully, Phil Franco Client Relationship Manager nancyb@calszone.com |
Amber's Tips & Tricks 
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Hello everyone:
2008 is winding to a close. I cannot believe it almost 2009!! What a year it has been. We know that the volatility of the economy has affected many of you in a very personal way. We hope that next year will be better. I know all of us love finding ways to save money. I wanted to take the time to point out many of the FREE resources we include on the CAL website. For those of you that are new to our newsletter, did you know you can download many tips and tricks that were included on past newsletters? Click here.
Also, did you know that you have access to unlimited, no-cost online training from Microsoft with your yearly support contract for your Microsoft Dynamics GP product. If you want help setting this up, contact Phil Franco ( nancyb@calszone.com ). You can also access CustomerSource which has an extensive database of Technical Support articles. If you are interested in having some free training on using all the resources that Microsoft provides, let us know and we will schedule a free Webinar.
This month, I wanted to highlight a tip we included in a previous newsletter. Click here for step by step directions for setting up "Top 10" lists in Microsoft Dynamics GP (Great Plains) utilizing the SmartList feature.
Click here for the tip...
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Using Microsoft Dynamics GP to Improve Preparation for an Audit: Four Approaches
A major topic of discussion at the GPUG Summit 2008 last week was how to prepare for audits. Here are some of the highlights:
1. Going paperless, streamlining processes
Creating a paperless office isn't just about going green. It's about streamlining processes, cutting costs, and ensuring that all your paperwork is in order when it comes time for an audit.
2. Control security access
No company is immune from cost-intensive and oftentimes lengthy audits. Using a role-based implementation plan can help control security access in different modules, which can ultimately prove an asset at audit time. this area to enter your own content. 3. Locking down roles with Fastpath
Fastpath (click for demo) allows a system administrator to use Active Directory to give every user a single sign-in, for both their computer, and Dynamics GP. When an auditor wants to know who had access to certain tasks, it's possible to search based on roles and access. With an audit log built in, FastPath can help organizations prepare for an audit by both locking down access to roles and activities, and then making it easier to quickly create a report when required. 4. Accessing field changes
With so many fields in Microsoft Dynamics GP, it's no surprise that information is constantly being edited, updated, and even deleted. During an audit, it can be difficult to track these changes and then report them in a timely manner. Rockton's Auditor product allows an administrator to track and report changes made by users within GP.
Click to read the whole article  | Dynamics GP Enhancements Company Data Archive - Improve System Performance. Company Data Archive (CDA) provides an easy way to move historical information from your 'live' company to another 'archive' company. Archiving your data will reduce the size of your live company database and improve system performance while posting, running reports, performing file maintenance, and day-to-day use of Dynamics GP.
Company Data Archive allows you to enter in a cutoff date for historical data and all transactions on or before that date will be moved to the archive company. The archived transactions will still be available to inquire and report on by simply logging into the archive company as you would any other Dynamics GP company or take advantage of powerful cross company inquiries to view transactions from your live and historical companies at the same time.
The archive can also be performed periodically - for example on a quarterly or annual basis. CDA will archive data from: - General Ledger
- Bank Reconciliation
- Receivables Management
- Payables Management
- Inventory
- Purchase Order Processing
- Sales Order Processing
- U.S. Payroll
View A Demonstration Here: |
Stop Blaming the Economy! Three Tough Questions for Winning More Business in Today's Soft Market The experts have started to whisper recession and you can almost hear the collapse of sales funnels everywhere. Account managers are complaining about how difficult it is to close business in this slowing economy. This doesn't come as a big surprise. Less than half of today's business-to-business sales professionals have ever weathered a true economic downturn. These folks learned how to sell in the nifty '90s which was one of the longest business expansions in U.S. history. Hey, it's not that hard to hit quota with double digit market returns and huge growth in the number of new jobs. But what should you do when the economy starts to tap the brakes?
. Read On... |
Using Your Personal Network to Increase Business Its true, it isn't net-sit, or net-eat, its net-WORK, and most people don't like to do it. But it has always been a necessary task in the course of a company's life. Each year time pressed small business owners spend hundreds to thousands of dollars in the marketing activity known as networking. This activity has multiple purposes including: - To gain the attention of prospects
- To expand potential prospects' list
- To build relationships with prospects
- To secure referrals
- Bottom line to increase sales
However, when looking at the use of resources employed to network through local chambers of commerce, professional associations or specific networking organizations such as BNI, LEADS or LeTip, the two questions that need to be asked are:
What is this traditional networking strategy delivering to me in terms of clients whether direct or indirect through these leads or referrals?
And is there another way to achieve more clients and sales using less resources?
Let's examine the traditional networking return on investment or ROI. Read On...
Networking Opportunity! Are you looking for an expert? We work with local experts in many fields. If you are looking for these services, please let us know. We are happy to provide a recommendation. - Network/Desktop IT Support
- Microsoft CRM Software
- Website Development
- Microsoft Office Training
- Phone Systems
- SharePoint Projects
- CPA Services
- Disaster Recovery/Virus Protection
- Software Hosting Services
If you want to get in touch with anyone who can help, start by calling Anya at CAL at 860-485-0910 x 3102 or anyac@calszone.com. |
Opportunity Knocks: Economic Stimulus Act of 2008
Increased Section 179 Expensing for businesses: Now up to a maximum of $250,000 in 2008, and 50% first year bonus depreciation: IRS provision applies to software placed in service before January 1, 2009.
- Drive business productivity up
- Enjoy current year tax savings
- Improve current year profitability and cash flow while leveraging the benefits of increased future productivity that results from the deployment of new software.
Here's an Example of How it Works:
Spend $300K on software. Software is treated under tax law as having a 3-year recovery period for depreciation purposes.
Bonus depreciation on $300,000 at 50% is $150,000.00; an additional $50,000 is allowed representing 1/3 the remaining $150,000.
Total tax depreciation for 2008 is $200,000!
2008 tax savings is $64,000.00 ($200,000 x 32%) assuming a 32% marginal Federal Income Tax rate.
Without bonus depreciation: A business could only claim depreciation in the first year of $100,000 (1/3 of $300,000).
Read an article: Bring on the Recession - It's the Best Time to Strengthen Your Strategic Position
To take advantage of the Economic Stimulus Act, contact Phil Franco at 860-485-0910 or nancyb@calszone.com now. |
New Approach to Managing Sales & Use Tax in GP Sabrix Managed Tax Service (MTS) delivers a completely outsourced sales and use tax solution managed by skilled tax experts. Combining on-demand technology to automate processes inside Microsoft Dynamics GP account with service from skilled tax experts to ensure compliance with confidence. Click here to register for a demo on December 3rd.
Register for a demo... |
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