CAL Business Solutions Team
CAL Business Solutions
 
 

Accounts Receivable Tips

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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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 Receivable Month End Processes in Microsoft Dynamics GP

This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.

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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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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: Cash Receipts – Finding Customer by Using Invoice Number

  Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter or lookup the Invoice number The system will find the customer associated with the invoice and fill them into the Customer ID field.

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Microsoft Dynamics GP Tip: Writing Off AR Documents

  Download and Print:  Microsoft Dynamics GP – Writing Off AR Documents Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a write-off limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The […]

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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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