CAL Business Solutions Team
CAL Business Solutions
 
 

Set Up/Security/Admin Tips

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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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 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: Importing SmartList Builder Templates and Granting Security

eOne Solutions has created many templates that can be imported directly into SmartList Builder.

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Dynamics GP Video Tip: How to Simplify the Dynamics GP Home Page For New Users

When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.

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Dynamics GP Video Tip: How to Restore the Traditional Dynamics GP Menu Bar

A change you will notice right away in Microsoft Dynamics GP 2013 R2 is the new Action Pane versus the traditional Menu Bar. But not everyone likes change. So you can easily edit the settings to restore the old familiar Microsoft Dynamics GP menu bar. Watch the video demo below or download the written step […]

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Microsoft CustomerSource Tip: How To Change the Administrator For Your CustomerSource Account

CustomerSource is an amazing wealth of knowledge for Microsoft Dynamics GP users. It is your private customer portal website for information from Microsoft on your product. Primary Contact/CustomerSource Admin When you purchase Microsoft Dynamics GP ONE person at your organization is automatically set up as the primary contact.  (Your partner chooses this contact when the […]

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Microsoft Dynamics GP Tip: Security to “Historical Inventory Trial Balance Reports”

Download and Print: Microsoft Dynamics GP Tip:  Security to “Historical Inventory Trial Balance Reports” Microsoft introduced a new report called the “Historical Inventory Trial Balance Report”. It is used for balancing Inventory to the General Ledger. This report is not part of any of the pre-defined security roles. Therefore, you will need to create a […]

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Microsoft Dynamics GP Tip: How to Fix the Error “Batch is Being Edited by Another User…”

Tip Suggestion of Zubin Gidwani – Originally posted on GPUG Occasionally Dynamics GP might crash on a user while they are attempting to post a batch. When the user logs back in, the system may not allow them to open or recover the batch and barks back with the error “Batch is being edited by […]

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Microsoft Dynamics GP Tip: Opening and Closing Specific Transaction Windows for Each Fiscal Period

Download and Print: Opening and Closing Specific Transaction Windows for Each Fiscal Period This is a great tip that I saw at Convergence 2011. I was able to use it onsite with a customer the first week I returned. They were having issues with leaving all of Financial open when all they really wanted to […]

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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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