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