CAL Business Solutions Team
CAL Business Solutions
 
 

Dynamics GP 2013 R2

How Much Training Do I Need When I Do a Dynamics GP Upgrade?

Why do they have to change everything? That is always my first question when I do a software upgrade. I remember spending an hour looking for the Print button when Office 2010. And the frustration I felt after realizing that the “Advanced Find” button in Dynamics CRM was now that tiny wheel icon in the corner.

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What’s New Since Microsoft Dynamics GP 2013?

Are you using the new features in Microsoft Dynamics GP 2013? Do you use requisitions management in Dynamics GP? How about Copy & Paste to GL?

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Why Every Company Can Save Time Using Purchase Orders & Requisitions in Dynamics GP

Every company has purchasing needs. But it surprises me how many companies that run Dynamics GP don’t use the built in Purchase Order module. Many times it is just because companies don’t formalize their purchasing processes. But this is easy to do, and can save you a tremendous amount of time and paperwork. With Dynamics […]

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Fixed Assets – A Forgotten Dynamics GP Module You Already Own

Are you using Fixed Assets in Microsoft Dynamics GP? If you use Dynamics GP 2013 or 2015 then you already own the Fixed Assets module. This tool can help you even if you only have a few assets to manage within your organization, and it is right there inside your Dynamics GP system. Depreciation Reports […]

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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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New Features in Dynamics GP 2013 R2 vs GP 2015

Several people have asked me to compare the new features of Microsoft Dynamics GP 2013 R2 versus the new Microsoft Dynamics GP 2015.

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Dynamics GP Video Tip: Easily Find Records and Transactions in Microsoft Dynamics GP

It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.

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Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP

Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.

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Dynamics GP Video Tip: Live Refreshable Excel Reports from Microsoft Dynamics GP

Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.

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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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Dynamics GP Video Tip: How to Take Screen Shots in Microsoft Dynamics GP

There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.

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When Should I Upgrade to Microsoft Dynamics GP 2015?

Microsoft Dynamics GP was released December 2, 2014. Any new clients purchasing Dynamics GP will start using version 2015. However, if you are an existing Microsoft Dynamics GP user our advice is that you might not want to upgrade right away. Why would you wait to upgrade your Dynamics GP system? According to Dan Saffo, […]

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Are You Ready for ACA Reporting Changes? Take the 20 Question Quiz.

ACA reporting is a hot topic in finance departments right now. So have a little fun and test your knowledge with this new 20 question ACA Payroll Quiz offered by our partner, Sypnio Software. Not only will you see how much you already know, you will get answers to all 20 important questions related to […]

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What CAL Clients Must Know About ACA Reporting and Dynamics GP

As year-end approaches more and more companies are waking up to the impact of Affordable Care Act (ACA) reporting and asking how it is handled in Microsoft Dynamics GP. Who is impacted by the ACA employer mandate? First of all, the only companies immediately not affected by implementation of the Affordable Care Act’s employer mandate […]

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Immediate Action Required For Companies Using Payroll in Microsoft Dynamics GP 2010 and 2013

Companies using Payroll in Microsoft Dynamics GP 2010 or GP 2013 will need to update to Microsoft Dynamics GP 2010 YE (Year End) or 2013 YE (Year End) BEFORE the end of this year. If you do not update your system you will not be able to install the necessary tax updates for Microsoft Dynamics […]

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Stephanie’s Six Favorite Features in Microsoft Dynamics GP 2013 and GP 2013 R2

There are many new features that I like in Microsoft Dynamics GP 2013 and Microsoft Dynamics GP 2013 R2. Here are a few of my favorites:

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Free Microsoft Dynamics GP2013 R2 Training on YouTube

If you are looking for training on Dynamics GP2013 R2 an easy, and free, source is YouTube. The Microsoft Dynamics team has published the following videos: Microsoft Dynamics GP 2013 R2 Identity Management New Features Microsoft Dynamics GP 2013 R2 Time Card New Features Microsoft Dynamics GP 2013 R2 System Wide New Features Microsoft Dynamics […]

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Top 31 New Features in Microsoft Dynamics GP 2013 R2

In the past several weeks we have posted blog articles highlighting a Microsoft Dynamics GP 2013 R2 Feature of the Day. Here is a quick list of the 31 features so you can easily find the ones that matter most to you: Identity Management – Login Purchase Requisitions – Requester Workflow Maintenance Copy and Paste […]

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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 Dynamics GP Tip: Changes to Menu Bar in GP2013 R2

 Download:  Microsoft Dynamics GP Tip: Changes to Menu Bar in GP2013 R2 Watch Video Demo:  Microsoft Dynamics GP Tip: Changes to Menu Bar in GP2013 R2 With the release of GP2013 R2, we have seen some really exciting changes and enhancements. One change can cause some confusion. This tip is to explain the change and […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Employee Self Service Timecard Entry

With Microsoft Dynamics GP2013 R2, employees and managers can now enter time and attendance through Web Client or the Desktop Client. You can use the Time Management area in your Home Page to view summary information, quick navigation to common tasks, and viewing the most recent activity for timecards. Your company must be using the […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Project Timesheet Entry

This feature allows an employee easy access to Project time entry. Time for a single week, or multiple weeks within a reporting period can be saved on a single document. Timesheets can be saved as templates for even easier future use. Project employee timesheets are submitted to workflow for approval and then are automatically sent […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Email by Document Type

Users will now have the ability to email based upon the document type.  This now gives the end-user flexibility to send emails based on the actual type of the document; for example you may want to send quotes to a different email address that you send the actual invoice, this now can be accomplished using […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Print Remaining Documents

Users will now have the ability to email and print batches or statements in one step. In the batch (PM, RM, SOP, POP) forms the UI will not change; user will simply mark both options to Print and Send Documents in E-mail. Print Receivables Statements form, a new checkbox option will be added stating Print […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Purchase Order Prepayments II

In Microsoft Dynamics GP2013 R2 the Purchase Order Prepayments functionality is extended. Enter a prepayment for a project accounting purchase order Include analytical accounting transaction dimension codes View PO number on Payables Payments Zoom Prepayments paid and applied will be included in the PO document amount on the Cash Flow Calendar Is this for you?  […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – OLE Notes Migration Utility

The ability to attach documents to record level notes in the Microsoft Dynamics GP 2013 R2 application has been done as OLE objects.  This functionality has been replaced with the Document Attachment Functionality.  This functionality will allow users to attach documents to the notes that will be stored directly in the Microsoft SQL Server Database. […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Document Attachment – Replace OLE Notes

The ability to attach documents to record level notes in the Microsoft Dynamics GP 2013 R2 application has been done as OLE objects.  This functionality has been replaced with the Document Attachment Functionality.  This functionality will allow users to attach documents to the notes that will be stored directly in the Microsoft SQL Server Database. […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Assign an Item to Multiple Sites

This feature will allow the user to select an item and assign it to one, multiple or all sites quickly and easily.  The user can select key item/site default settings for Item Print Option, Primary Vendor and Landed Cost Group during the assignment process as well.   Is this for you?  Targeted Roles: Purchasing Agents, […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Roll Down Segment Changes

Will allow the user to now change the description for an Account Segment and roll down those changes to previously created accounts with the segment description. The system will prompt user with a warning message giving them option on whether they would like to roll down the changes or not.  Is this for you?  Targeted […]

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Microsoft Dynamics GP 2013 R2 Feature of the Day – Document Attachment –Payables

The same Document Attachment functionality that was Added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions as well. Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor.  These documents can be viewed from the […]

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