CAL Business Solutions, Inc
                            Dynamics GP Tips & Tricks Newsletter
October 2016
CAL's Tips & Tricks
Fall Add-On Promotions
SalesPad Corner
Get Through Emails in One Day
CAL Blog Posts


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Did You Know?
The largest U.S. bill ever in circulation was the $10,000 bill, which was issued until 1945. As of May 30, 2009, only 336 of these large bills have been known to survive. Salmon P. Chase is depicted on the bill.
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The banana tree is not a true fruit at all but a giant herb and the banana is actually its berry. A banana plant produces only one bunch or “hand” in its life, but that bunch may have between 100 to 400 bananas.

 CAL's Tips & Tricks
Microsoft Dynamics GP Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Check out four simple steps to copy and paste General Ledger transactions from Excel into Dynamics GP.


*Fall Savings* GP Add-On Solution Promotions!

Rockton Software:
*Search and Rescue Bundle: SmartFill & Dynamics GP Toolbox for $350 per GP user
*SOX in the BOX Bundle: Dynamics GP Toolbox & Auditor for $450 per GP user
*Build-A-Bundle: pair any two Rockton Software products and receive a BIG savings
(check with CAL for pricing) Expires: 11/30/16

Professional Advantage:
Receive 16% off Collections Management and/or Company Data Archive software Expires 12/16/16

If interested, please contact amym@calszone.com for a quote.


SalesPad Corner
Recurring Sales

Recurring Sales is a convenient feature of SalesPad which allows users to create a sales document on a recurring schedule. This is particularly helpful for companies that send the same invoices on a regular basis, for example a subscription invoice sent monthly.

To use recurring sales you can create a sales document (typically a quote) which will serve as a template for your recurrences with all the items and pricing. There is a little bit of setup to schedule the recurrence rate and select the template document. Then on a periodic basis you run the recurring sales process and each document that is scheduled is generated into your standard SalesPad workflow.

You determine the document type that is generated so if you don’t need orders, you can generate directly to invoices. Generate, review, print, and post.

Contact Us for more information about the recurring sales feature.


The Best Ways to Get Through Hundreds of Emails In One Day

If you don’t have all day to spend just dealing with email, check out these two simple tips that can change the way you get through your emails.


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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