When I saw this feature in Acumatica I was very [...]
Revenue recognition is an important feature in accounting software for [...]
Interaction entries in SalesPad are similar to Activities in CRM [...]
It has come to our attention that Microsoft has changed [...]
Does your computer seem sluggish? How long has it been [...]
CAL is always looking for more ways to provide value [...]
Nearly every screen in SalesPad includes a grid. Being able [...]
How do you send online payments? There is an easy, [...]
As a distribution company, how do you track interactions with [...]
Check fraud is a big issue, and banks have put [...]
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.
If you’re using SalesPad it’s a pretty good bet you’ve run Quick Reports but have you seen what the pivot table reports can do?
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.
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.
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.
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.
This is what you need to know to do your [...]
How to Use Bank Reconciliation in Microsoft Dynamics GP You [...]
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.
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.
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.
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.
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.
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?
If you want to create a new fiscal period in Dynamics GP there are a few easy steps.
Download: Microsoft Dynamics GP Tip: Using the Receivables Transaction Unapply Tool [...]
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.”