Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
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?
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.