CAL Business Solutions, Inc
                            Dynamics GP Tips & Tricks Newsletter
August 2016
CAL's Tips & Tricks
Join GPUG: GP User Group
ISV Spotlight: Avalara
Achieve Maximum Productivity
SalesPad Corner
CAL Blog Posts


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Microsoft Dynamics GP (Great Plains)Implementation, Customizations, Training & Support


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Did You Know?
Adults dream off and on, for a total of about an hour and half to three hours every night.
*
Given that the world is about 25,000 miles in circumference and that the average walking rate is 3 miles per hour, it would take a person walking nonstop approximately 347 days to walk around the world.
  CAL's Tips & Tricks

Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Dynamics GP

Learn what you need to know about aged trial balance, aged trial balance with options, aged historical trial balance, reconcile to GL for AP and printing a month end check register.


Connect with Over 20,000 Dynamic GP Users

You’ve made a deep commitment and substantial investment in Dynamics GP, let the GP User Group (GPUG), a global user group, help you take full advantage of the many features and powerful functionality. GPUG is a great way to connect and collaborate with other GP professionals like yourself and to augment the training and services that we already provide to you.

GPUG provides a variety of ways you can engage:

  • Access to hundreds of live educational webinars
  • Recorded webinars available on-demand 24/7 to fit your schedule
  • Access to Discussion Boards to get your questions answered by peers
  • Professional Certificate Programs for Accounts Payable, Accounts Receivable, System Administrators & Business Intelligence professions.
  • And More!

Learn More and Join GPUG Today!
(membership cost depends on the number of Dynamics GP licenses you own)


ISV Spotlight: Avalara

How to Manage the Sometimes Taxable

Companies must correctly deal with these sometimes exempt and sometimes subject-to-sales-tax products and services all the time in their business. Knowing when tax applies to “sometimes taxable” goods and services is essential to successful tax compliance – but it’s not always so easy to figure out.

Join this webinar presented by our partner Avalara, to learn why these (and many other) factors often determine whether you should charge sales tax.

When: Thursday Sept. 15th 11:00 am EDT Register Now!


Achieving Maximum Productivity: 4 Easy Steps To Instantly Increase Your Efficiency

Being efficient at work won’t just improve your productivity and win you points with your boss – it’ll also make you feel accomplished, satisfied that you’ve had a full and productive work day.

Check out four ways to integrate your life, achieve your goals, and increase productivity.


SalesPad Corner: Customer CRM Contact Log

SalesPad started its CRM functionality on the Customer Card with a CRM tab. In short, this is where you can put notes but there’s more to it than that.

The notes are user date and time stamped as well as having a Type assigned. The Type is a user definable list and can help with sorting and searching your notes. Because the notes are stored and displayed in a grid you have the options of Column Chooser and the AutoFilter Row to help in finding notes later on. One strong benefit to these Contacts over some other note fields is that if the note is tagged as Type A/R they are securable and can be separated to the A/R tab.

Interested in SalesPad CRM functionality? Contact us to learn more.


Recently Published CAL Blog Posts

Did you know that we regularly publish Dynamics GP tips & tricks and news on the CAL blog?

Subscribe via email to receive new blog posts as they are published. (Sign up in the box on the upper left column)

Check out some of CAL’s Recent Blog Posts

 
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