Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
SalesPad Video Tip: Quick Reports Advanced Functionality for Creating a Purchase Order
This video shows SalesPad (for Microsoft Dynamics GP) Quick Reports [...]
Microsoft Dynamics GP Tip: Quick Look at GP Tables Structures
Clients ask me all the time to explain the structure [...]
Dynamics GP Tip: Add Abbreviations to Date Fields for Quicker Data Entry
Did you know that all date fields in Dynamics GP [...]
SalesPad Video Tip: How to Use Search Types in SalesPad Quick Reports
There are four main search types that can be added [...]
Dynamics GP Tip: Save Time Using Auto Complete Feature in Code Fields
All Microsoft Dynamics GP ‘code’ fields, like Customer ID and [...]
Dynamics GP Tip: Add Management Reporter Shortcut to Financial Reports Menu
In later versions of Dynamics GP, Management Reporter is no [...]
Important SQL Database Backup Procedures for Microsoft Dynamics GP – What You Need to Know
A good backup routine is like an insurance policy for [...]
New AP Automation Services Available with Mekorma MICR for Payables
AP automation software is a topic a lot of our [...]
Are You Missing Out on Free Microsoft Support in Your Microsoft Annual Service Plan?
Did you know that when you first purchase Dynamics GP [...]
Microsoft Excel Keyboard Shortcuts and More Free eBooks
Everyone loves a shortcut. Eric Ligman, Microsoft Director of Sales [...]
SalesPad Tip: Creating Cash Receipts
In the past, most Accounts Receivables (A/R) transactions needed to [...]
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 [...]
SalesPad Tip: How to Use Interactions to Save Valuable Notes
Interaction entries in SalesPad are similar to Activities in CRM [...]
List of the Best Microsoft Dynamics GP Add On Tools
Microsoft Dynamics GP is a great financial system. And it [...]
Alert: New System Requirements for Dynamics GP Management Reporter
It has come to our attention that Microsoft has changed [...]
How to Do Disk Cleanup to Make Your Computer Run Faster
Does your computer seem sluggish? How long has it been [...]
SalesPad Tip: How to Create Groups & Subtotals in Quick Reports
Did you know that in the SalesPad standard grid Quick [...]
SalesPad Tip: Use Auto Filter Row To Improve Reporting and Search
Nearly every screen in SalesPad includes a grid. Being able [...]
Eliminate Manual Entry in Dynamics GP Tip #7 – Stop Rekeying Data
As a Dynamics GP consultant, when I see Dynamics users [...]
Top Ten Blog Posts for 2016 – CAL Business Solutions
2016 was full of great Dynamics GP tips. In case [...]
Eliminate Manual Entry in Dynamics GP Tip #6 – Automatically Create and Email PDF Documents
One of our Dynamics GP users said, “For years I [...]
Eliminate Manual Entry in Dynamics GP Tip #5 – Use Scan and Save to Stop Filing Paper
It used to be that office walls were lined with [...]
Eliminate Manual Entry in Dynamics GP Tip #4 – Stop Tracking Fixed Assets In Spreadsheets
How do you track your fixed assets? The Manual Way [...]
Eliminate Manual Entry in Dynamics GP Tip #3 – Stop Depositing Checks with Lock Box Processing
Getting more checks in the mail is a good thing [...]
Eliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with Automatic Emails
How do you send online payments? There is an easy, [...]
7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement
As a distribution company, how do you track interactions with [...]
Eliminate Manual Entry in Dynamics GP Tip #1 – Using SafePay to Submit Files to Your Bank
Check fraud is a big issue, and banks have put [...]
Microsoft Dynamics GP Year End Closing Resources for 2016
We have compiled a list of helpful Dynamics GP Year End Closing Resources including: Training, Procedures, Payroll Updates and Blog Posts.
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.
SalesPad Tip: Easy Subtotals with Pivot Table Reports
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?