CAL Business Solutions Team

CAL Business Solutions Team

About CAL Business Solutions Team

CAL Business Solutions provides sales, installation, training and support for Microsoft Dynamics GP and Acumatica accounting software. Founded in 1982, CAL works with over 300 customers nationwide with a focus on Southern New England. If you are considering new accounting software, upgrading your existing system, or currently use Microsoft Dynamics GP or Acumatica and want the best local support and training, contact CAL Business Solutions.

Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

One thing that I learned the hard way during the Year-End close process is related to a newer checkbox in the Year-End Closing window. I hope that sharing my “not so fun” story will help others avoid this in the future.

By |2016-11-29T11:11:02-04:00November 29th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Year/Month End Closing Tips|Comments Off on Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

How to Choose a Password That is Secure and Easy to Remember

A good analogy for a password is a lock on your front door. It is the first line of defense of protecting your valuables. Hardly anyone would argue against a lock on their door and we’ve come to (reluctantly) accept that access to the resources stored on our computers which hold valuable information should be afforded similar protections.

By |2016-09-28T11:07:13-04:00September 28th, 2016|CAL ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Choose a Password That is Secure and Easy to Remember

Why I Don’t Trust Expensive ERP Discovery Studies

I hate it when companies are over-sold by a salesperson. In my experience, one of the most guaranteed ways to buy more than you need is to pay for an expensive discovery report before you buy Dynamics GP. I just met with a distribution company using Microsoft Dynamics GP. They had paid $12,000 to a large Dynamics GP partner for a “business analysis”.  I saw a copy of the report. I was not impressed.  Now, almost 2 years later this company is way over budget and they are still not where they should be at this point.

By |2016-09-08T19:11:37-04:00September 8th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Upgrade Resources, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Why I Don’t Trust Expensive ERP Discovery Studies

FRx Tip for Dynamics GP: Catalog Queued Successfully

Although FRx is no longer used in the newer versions of Microsoft Dynamics GP, there are still many companies out there that continue to rely on it in older versions. And we continue to support them. Here is a recent support question and the resolution.

By |2016-09-06T11:17:13-04:00September 6th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Mgmt Reporter/FRx Tips, Microsoft Dynamics GP|Comments Off on FRx Tip for Dynamics GP: Catalog Queued Successfully

Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.

By |2016-08-05T15:46:58-04:00August 5th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

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

This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.

By |2016-07-22T14:42:20-04:00July 22nd, 2016|Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP

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

In this tip you will 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.

By |2016-07-09T14:07:13-04:00July 9th, 2016|Accounts Payable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Microsoft Dynamics GP

Best Practices for Backing Up Your Own Dynamics GP Data

Every company that uses Microsoft Dynamics GP needs to understand the importance of backing up their own data, and the right way to do it. Here are my insider tips, based on working with hundreds of Dynamics GP systems.

By |2016-04-19T14:56:30-04:00April 19th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Upgrade Resources, Microsoft Dynamics GP|Comments Off on Best Practices for Backing Up Your Own Dynamics GP Data

Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

One of our clients ran depreciation on Fixed Assets and then the General Ledger posting routine. She realized that some of the assets were set up incorrectly and she needed to make changes on the Fixed Asset book setup.

By |2016-04-10T11:20:55-04:00April 10th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?

By |2016-04-04T18:50:10-04:00April 4th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

Congratulations to One of the First Dynamics Credentialed Professionals – Amber Bell

CAL Business Solutions is proud that our team member, Amber Bell, is one of the very first ever Dynamics Credentialed Professionals (DCP). This certification is offered by The Association of Dynamics Professionals (DynamicsPro). This is “an independent, not-for-profit membership organization which exists to serve the Microsoft Dynamics community by establishing competency standards and assessments.”

By |2015-12-14T20:12:54-04:00December 14th, 2015|CAL ERP Tips & Tricks Blog, CAL News, Microsoft Dynamics GP|Comments Off on Congratulations to One of the First Dynamics Credentialed Professionals – Amber Bell