CAL Business Solutions Team
CAL Business Solutions
 
 

CAL ERP Tips & Tricks Blog

SalesPad Tip: Creating Cash Receipts

In the past, most Accounts Receivables (A/R) transactions needed to be done by Dynamics GP users. However, SalesPad has been adding functionality into the Desktop product; part of which includes creating Cash Receipt transactions. SalesPad Cash Receipts allows you to create the same transactions you would create in Dynamics GP. When the new cash receipt […]

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Microsoft Dynamics GP Tip: How to Open a .CSV or .TXT from Dynamics GP in Excel

When you receive a .csv or .txt file, how do you open it? .txt files are used a lot in Accounting when there are fields with commas in them and you don’t want them getting split up. For example, $100,000.00 if saved as a csv would come in as 2 fields:  $100 then 000.00. But […]

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Compare Multiple ERP Systems With Comprehensive Checklist

What is the best way to compare ERP systems? Researching and selecting the right ERP platform for your business can feel like an overwhelming process. The products are complex and tend to offer similar features so it’s challenging to weigh one versus the next—let alone a long list of potential solutions. Plus, investing in a […]

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The CAL Zone – ERP Tips & Tricks Newsletter – June 2017

  • Eliminate Manual Entry in Dynamics GP Tip – Automatically Create and Email PDF Documents
  • Will We See You at GPUG Summit 2017?
  • CAL Achieves GOLD
  • GP Optimizer Magazine 2017
  • 13 Habits of Unsuccessful People
  • Dynamics GP Check Stock, Tax Forms and More
  • Dynamics GP Blog Posts
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Will We See You at GPUG Summit 2017 in Nashville?

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Why Attributes in Acumatica ERP Are Better Than User-Defined Fields

An exciting new discovery I made with Acumatica ERP is the flexibility you have to personalize the system using Attributes. Attributes are a good alternative to user-defined fields, which are more of a customization. Let me tell you why: Think of Attributes as a custom list of user-defined fields that can be created by anyone […]

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5 Step ERP Selection and Implementation Guide

What are two important things that a company has to “get right”? Enterprise resource planning (ERP) system selection and implementation. A successful ERP system implementation impacts your ability to meet customer needs, effectively compete, and maintain a steady growth. It is one place where you don’t want to cut corners. And despite what you may […]

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The CAL Zone – ERP Tips & Tricks Newsletter – May 2017

  • Eliminate Manual Entry in Dynamics GP Tip- Use Scan and Save to Stop Filing Paper
  • GP Limited & Self-Serve Users
  • Improve Dynamics GP HR & PR
  • Daily Habits of High Achievers
  • CAL Client Success Story
  • Dynamics GP Blog Posts
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6 More Reasons I Trust Acumatica As The Best Cloud ERP System

In my first post I talked about six reasons I trust Acumatica as a company. Now it’s time to talk about the actual system. What factors set Acumatica apart from other cloud-based ERP offerings? Modern Technology: Acumatica came onto the market in 2010. Many other cloud solutions came onto the market around 1999-2000 and, of course, […]

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Find Data With a Google-Style Search Tool in Dynamics GP

How many times a day to you click on the SEARCH icon in Dynamics GP? It’s time for a change. There is a way to find information 83% faster and even search for the information you need in third party (add on) products. To save time, you can even use one of the 4,000+ pre-defined […]

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How Cloud-Based Systems Deliver 2.1X the ROI of On-Premise Systems

Can moving to the cloud REALLY save money? A new Nucleus Research white paper helps answer that question. In fact, it shows that cloud-based systems deliver 2.1X the ROI of on-premise systems. According to the white paper, Cloud application projects deliver 2.1x times the relative return on investment (ROI) of on-premises ones – up 24% since […]

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The CAL Zone – ERP Tips & Tricks Newsletter – April 2017

  • Eliminate Manual Entry in Dynamics GP Tip – Stop Tracking Fixed Assets in Spreadsheets
  • List of the Best Microsoft Dynamics GP Add On Tools
  • CAL’s Review of the 1st CT GPUG Chapter Meeting
  • Food As Fuel: How Leaders Power Their Days
  • SalesPad Tip: How to Use Interactions to Save Valuable Notes
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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What Surprised Me About Requisition Management in Acumatica Cloud ERP

When I saw this feature in Acumatica I was very surprised. You can’t find anything like it in Microsoft Dynamics GP or even SalesPad. Every company wants to make their purchasing process as efficient as possible.  And the Requisition Management Process in Acumatica gives you a great way to do that. Let’s say your company needs 30 […]

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6 Reasons I Trust Acumatica ERP as a Company

ERP Software is a big investment. It is very important that you are able to trust not only the Partner who works with you, but also the software vendor itself. When we evaluated Acumatica, these are the 6 points that stood out to me and gave me confidence that they were the right company for us to work with and recommend to our clients.

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The Importance of Revenue Recognition When Selecting Cloud ERP Software

Revenue recognition is an important feature in accounting software for any company that either sells contracts or provide services that are fulfilled throughout the year. To be GAAP compliant, you must recognize revenue when work is completed, not when bills are sent and paid. So it is referred to as Deferred Revenue. There are specific […]

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SalesPad Tip: How to Use Interactions to Save Valuable Notes

Interaction entries in SalesPad are similar to Activities in CRM or Appointments in Outlook. They are used to track your interaction with an entity. Interactions can be entered throughout SalesPad in Customer & Vendor cards, sales documents & purchase orders, and within the CRM module. A big benefit of the Interaction form is the large […]

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Making the Connection: Business Mobility in the MultiCloud World

As long as you have an internet connection, a smart mobile device and data in the cloud, you can stay productive anytime, anywhere. That means you can work from virtually wherever each day takes you—from your desk to the airport to your hotel lobby—thanks to cloud computing and modern-day business mobility. However, cloud-based software and […]

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List of the Best Microsoft Dynamics GP Add On Tools

Microsoft Dynamics GP is a great financial system. And it is made even better by the hundreds of add on tools available to enhance the functionality for each specific industry and need. In our opinion Microsoft does not make it very easy to find a complete list of these add on tools. So we developed […]

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The CAL Zone – ERP Tips & Tricks Newsletter – March 2017

  • Eliminate Manual Entry in Dynamics GP Tip – Stop Depositing Checks with Lock Box Processing
  • New System Requirements for Dynamics GP Management Reporter
  • Dynamics GP Roadmap Plus GP 2016 New Features
  • Automating Your AP Process
  • SalesPad User Conference : Panels 2017
  • 8 Bad Habits You Must Break To Be More Productive
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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Attend Panels 2017 This Summer to Get More From Your SalesPad System

Do you want to get more out of your SalesPad system for Microsoft Dynamics GP? Join members of the CAL team, SalesPad leadership team, developers and other SalesPad users on August 8-10 at PANELS 2017. This three day event in Grand Rapids, Michigan will feature training sessions, roundtable discussions, networking, and fun. Learn from the […]

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Alert: New System Requirements for Dynamics GP Management Reporter

It has come to our attention that Microsoft has changed the system requirements for Management Reporter Process service. We have deployed many Management Reporter installations with Data Mart connector since it offers several features not available in the Dynamics GP Legacy connector. The OLD information on our website for Management Reporter Data Mart requirements, as […]

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How to Do Disk Cleanup to Make Your Computer Run Faster

Does your computer seem sluggish? How long has it been since you did a disk cleanup? As a best practice the IT team at CAL Business Solutions suggests that you run a disk cleanup at least once a month. This will delete temporary files, empty the Recycle Bin, and remove a variety of system files […]

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Dynamics GP Roadmap Plus Dynamics GP 2016 New Features

What is new in Microsoft Dynamics GP 2016 and 2016 R2? And what is coming next? Here is a list of new functionality available now. Microsoft Dynamics GP 2016 – New Features HTML Client and Web Client Search Edit Attachments on Transactions Budget Import Exception Rpt Batch Approval Workflow email Word templates Display Duplicate G/L […]

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Review of our First Acumatica Summit Event

When the CAL Business Solutions team attended the Acumatica Summit 2017 event in January we had officially been an Acumatica partner for exactly 30 days. This event was a perfect way for us to connect with this new community. Between the 5 CAL team members who attended, we managed to cover every track offered and […]

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Review of The First Connecticut GPUG Chapter Meeting

I have wondered for a long time why we didn’t have an active GPUG chapter in Connecticut. We have so many great Microsoft Dynamics GP users in Connecticut. And let’s face it, very few of us want to drive into New York or Boston to get our GPUG fix. After an enlightening visit to the […]

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CAL now sells Acumatica, what that means for our Dynamics GP clients

CAL is always looking for more ways to provide value to our family of customers. We are not early adopters. We like to “watch from the hill” and be sure that a new technology is solid before we recommend it. We have been watching the market and we felt that it was the right time […]

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The CAL Zone – ERP Tips & Tricks Newsletter – February 2017

  • CAL’s Tips & Tricks-Top 10 Blog Posts
  • EFT Payments in Dynamics GP
  • Upgrade Now to GP 2016
  • Behaviors That Make You Unstoppable
  • SalesPad Corner
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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SalesPad Tip: How to Create Groups & Subtotals in Quick Reports

Did you know that in the SalesPad standard grid Quick Reports you can create your own groups and subtotals? Run any grid Quick Report, then right click on any of the column headings. You will have the options to “Group By This Column” or “Show/Hide Group By Box”. Note: Group by this column OR dragging […]

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Why You Should Attend the First GPUG Connecticut Chapter Meeting

Local Microsoft Dynamics GP user groups (GPUG) are all the rage and now Connecticut companies can get involved. There are 54 GPUG chapters in the United States and the average meeting attendance increased 14% in 2016. Eight new chapters were added in 2016, including the Connecticut GPUG chapter, which will have its very first meeting on Wednesday February 15, 2017 at the Hartford, CT Microsoft office.

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The CAL Zone – ERP Tips & Tricks Newsletter – January 2017

  • Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing
  • Eliminate Manual Entry By Using SafePay to Submit Files to Your Bank
  • Top 20 New Features in Microsoft Dynamics GP 2016 R2
  • 10 Common Mistakes People Make During Conversation
  • SalesPad Corner
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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