CAL Business Solutions Team

CAL Business Solutions Team

About Susan M. Conrod, Senior Implementation Consultant, CAL Business Solutions

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So far Susan M. Conrod, Senior Implementation Consultant, CAL Business Solutions has created 47 blog entries.
CAL Business Solutions Team provides their insights, tips & tricks and more on Acumatica and Microsoft Dynamics GP Accounting Software

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 |2020-04-10T16:14:00-04:00November 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 Setup Automatic Signatures in Outlook

I get e-mails from way too many companies that have no signature and no phone number which makes it harder for me to give them a call back. At my last company, the CFO was typing in his signature on emails all the time.

By |2020-04-10T16:15:14-04:00October 25th, 2016|CAL ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Setup Automatic Signatures in Outlook

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 |2020-04-10T16:07:57-04:00September 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

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 |2020-04-10T16:57:14-04:00September 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 |2020-04-10T16:00:18-04:00August 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 |2020-04-10T15:59:55-04:00July 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 |2020-04-10T15:59:51-04:00July 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 |2020-04-10T16:19:51-04:00April 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 |2020-04-10T17:01:09-04:00April 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