CAL Business Solutions Team
CAL Business Solutions
 
 

Dynamics GP Tips

New AP Automation Services Available with Mekorma MICR for Payables

AP automation software is a topic a lot of our clients are asking for. Did you know that Mekorma MICR for Payables has added advanced automation features to the product many of you already own? Here are a few details: Multi-Batch Management Service: Activating the new Multi-Batch Management (MMM) within Mekorma MICR for Payables takes […]

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Are You Missing Out on Free Microsoft Support in Your Microsoft Annual Service Plan?

Did you know that when you first purchase Dynamics GP you receive six (6) support incidents directly from Microsoft with your Advantage Plan? And if you continue to renew annually at that plan level, you receive 6 additional incidents each year. We have found that many of our clients do not take advantage of the […]

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Microsoft Excel Keyboard Shortcuts and More Free eBooks

Everyone loves a shortcut. Eric Ligman, Microsoft Director of Sales Excellence is currently giving away hundreds of free eBooks. Here are a few titles that we think our Microsoft Dynamics GP users will like. Excel 2013 Keyboard Shortcuts Excel 2016 keyboard shortcuts and function keys Keyboard shortcuts for Microsoft Outlook 2013 and 2016 Keyboard shortcuts […]

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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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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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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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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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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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SalesPad Tip: Use Auto Filter Row To Improve Reporting and Search

Nearly every screen in SalesPad includes a grid. Being able to filter those grids gives options for reporting as well as better search capabilities. The first thing I do on most of my SalesPad grids is to turn on the Auto Filter Row (right mouse click on any column heading > Show Auto Filter Row). […]

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Eliminate Manual Entry in Dynamics GP Tip #7 – Stop Rekeying Data

As a Dynamics GP consultant, when I see Dynamics users wasting time rekeying data from a spreadsheet, or another system, into Dynamics GP I cry a little inside. Not only is data entry mind numbingly boring, it is also very prone to error. (Probably because the typist is so bored). This interesting blog post estimates […]

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Top Ten Blog Posts for 2016 – CAL Business Solutions

2016 was full of great Dynamics GP tips. In case you missed the most popular, check out our Top 10 blog posts for this past year: Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP 478 views | July 22, 2016 by Sue Conrod, CAL Business Solutions Microsoft […]

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Eliminate Manual Entry in Dynamics GP Tip #6 – Automatically Create and Email PDF Documents

One of our Dynamics GP users said, “For years I did the laborious task of creating PDFs from invoices every month, one by one. Until one day, CAL showed me how to set up the auto-creation of PDFs and recurring billing. It changed my life!” Once your PDF is created you can then use the […]

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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 file cabinets to hold all the paper documents. Sadly, some of them still are. But it is easier than ever to “go paperless”. The Manual Way to Do This Just out of habit, many of us still like to keep paper documents. We sort them, […]

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Eliminate Manual Entry in Dynamics GP Tip #4 – Stop Tracking Fixed Assets In Spreadsheets

How do you track your fixed assets? The Manual Way to Do This We find that many companies still track their fixed assets on an Excel spreadsheet. Or worse, they pay an outside consultant, such as an accounting firm, to track the assets for them. But this can be done right in Dynamics GP, in […]

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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 for a company. You are making more money. But what about the extra time involved? Lock Box Processing in Dynamics GP can help. The Manual Way to Do This When you receive a check, you open the envelope, record the payment, and take the check […]

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Eliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with Automatic Emails

How do you send online payments? There is an easy, and inexpensive way to do this directly from Dynamics GP without a lot of manual processes. The Manual Way to Do This Let’s say you are booking an event venue and the deposit is $10,000. You could manually print a check (or heaven forbid, write […]

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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 your customers? DO you need a full blown CRM solution or do you need a way to track leads, opportunities, quotes, tasks and customers right in the tools your team is already using everyday? The primary function of SalesPad for Dynamics GP typically revolves around […]

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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 security measures in place. But often these security measures require extra work on your part. Most banks, if you are cutting over a certain threshold of checks require that you submit a file to the bank that includes the check number, the check date, the […]

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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.

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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.

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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?

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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.

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Microsoft Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP

Using the Activity Tracking Setup window, you’ll mark the activities you want Microsoft Dynamics GP to track for each user in each company they access.

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Microsoft Dynamics GP Tip: How to Use Banking Modules in GP

This is what you need to know to do your first bank reconciliation, a bank transaction entry and a bank transfer in Microsoft Dynamics GP 2015. First Bank Reconciliation: Verify that all transactions are posted into the system. Verify that all deposits have been recorded. Enter in adjusting Entry Bank Balance Balance on day company […]

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Microsoft Dynamics GP Tip: How to Use Bank Reconciliation in Microsoft Dynamics GP

How to Use Bank Reconciliation in Microsoft Dynamics GP  You can use Bank Reconciliation in Microsoft Dynamics GP to enter and maintain checkbooks used to pay vendors, employees, distribute petty cash, and to reconcile bank statements. You can keep your reconciliation current during the month by balancing on a weekly basis and saving the reconciliation […]

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Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

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Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP

Use the Company E-mail Setup window to select options to use when sending documents in e-mail. You can select to embed documents, attach documents, or both.

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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.

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