CAL Business Solutions Team
CAL Business Solutions
 
 

Accounts Payable Tips

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 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.

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Microsoft Dynamics GP Tip: Using Reconcile to GL

When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or “unmatched” transactions.

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Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP

Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way.

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Dynamics GP Video Tip: The Fastest Way to Build an AP Check Batch in Microsoft Dynamics GP

Watch this video tip to find out and then see how fast you can build an AP (Accounts Payable) Check Batch in Microsoft Dynamics GP.

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Microsoft Dynamics GP Tip: Vendor Setup – Setting Multiple Default Purchase Accounts

  Download and Print: Microsoft Dynamics GP –  Vendor Setup – Setting Multiple Default Purchase Accounts This is a great tip for those vendors for whom you need to split expenses between multiple GL accounts (i.e. Employee Benefits, Office Supplies). This is also great for vendors that are used by multiple departments. Step 1: Open […]

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Microsoft Dynamics GP Tip: How to Set Up Partial Payments and Deferred Payments in Dynamics GP

Download and Print: Microsoft Dynamics GP – How to Set Up Partial Payments and Deferred Payments in Dynamics GP Several of our customers have asked this question recently, so here are step by step instructions to assist all of our clients interested in setting up partial payments and deferred payments in Dynamics GP. When would […]

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Dynamics GP Video Tip: How to Easily Generate a List of Unreconciled Bank Transactions

There are two ways to easily generate a list of unreconciled bank transactions in Microsoft Dynamics GP. This video tip will show you both options so you can choose which one is easiest for you. You can also read the written instructions for the SmartList option in the post Microsoft Dynamics GP Tip: SmartList of […]

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Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions (Checks, Deposits, and more)

 Download and Print:  Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions  Watch a Video Demo:  Microsoft Dynamics GP Video Tip:  SmartList of Unreconciled Bank Transactions You can access SmartList by choosing Microsoft Dynamics GP menu >> SmartList. You can use SmartList to create customized inquiries to provide easier, faster access to information stored in […]

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Microsoft Dynamics GP Tip: Open Payables Transactions – Changing Due Date or Editing Transaction Information

Download and Print: Open Payables Transactions – Changing Due Date or Editing Transaction Information When entering an AP transaction, the due date is calculated based on the Payment Terms. Use the Edit Payables Transaction window to change discount and due date information for companies that get extended terms based on partial payments. You can also […]

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Microsoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from Lookup Screen

Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure the Vendor/Customer is marked as “Inactive” Click the Drop-Down by the word “View” Choose “Exclude Inactive Customers” Click the Drop-Down again Choose “Set as […]

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Microsoft Dynamics GP Tip: Editing AP Check Stub

  Download and Print: Microsoft Dynamics GP-Editing AP Check Stub How to Prevent Documents from Printing on Your Check Stub. Use the Payables Check Stub Documents window to edit check stubs. The Payables Check Stub Window allows you to determine which Vouchers, Payments, Credit Memos, etc.(referred to in general as “documents” below) will be printed […]

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Microsoft Dynamics GP Tip: Ordering Checks from Deluxe

  Download and Print:   Microsoft Dynamics GP – How to Order Checks from Deluxe Get the only checks and business forms that are Microsoft tested and proven 100% compatible with Microsoft Dynamics software Deluxe Business Checks and Solutions, the world’s largest check printer, can provide you with the only checks and business forms that are […]

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Microsoft Dynamics GP Tip: 1099 Tips

  Download and Print: Microsoft Dynamics GP – 1099 Tips Many of us work with Vendors that require 1099’s at the end of the year. This tip will contain information about getting Microsoft Dynamics GP to help you work efficiently. PART 1: Good News from Version 10 Microsoft has (finally) added the ability to define […]

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Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite

STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master ID” and “Originating Master Name” STEP 7: Click OK>OK STEP 8: Save by clicking FAVORITES. Enter a name and click […]

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