CAL Business Solutions Team
CAL Business Solutions
 
 

Dynamics GP 2013

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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How Dynamics GP SafePay Can Protect You From Check Fraud

Module of the Month- SafePay Are you concerned about check fraud? Most of our Dynamics GP clients* already own a module in Dynamics GP called SafePay (also called Positive Pay or Posi Pay). But not everyone uses it to protect themselves against check fraud. Quick check fraud facts: October to February is the busiest time […]

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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: 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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Existing Dynamics GP 2013 Users Can Save 15% on Additional Licenses

Microsoft has announced the “Get 3 More 4 Less” FY15Q2 Existing Customer Promotion. The promotion is open to all GP Perpetual customers that have first purchased, or upgraded to, Microsoft Dynamics GP Perpetual Licensing (which started with Microsoft Dynamics GP 2013) by June 30, 2014. You are eligible to receive a 15% discount when licensing […]

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Resources to Start Planning for 2014 Year End Closing in Dynamics GP

Fall is in the air and that means year end is just around the corner. Here are a few preliminary resources you can use to start planning early. Microsoft is planning to release the US year end update by end of November.

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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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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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Goodbye FRx: The New Way to Distribute Management Reporter Reports for Microsoft Dynamics GP

Now that Management Reporter (MR) has replaced FRx for Microsoft Dynamics GP, you have to distribute reports a little differently. With FRx you used to be able to put an email on the security tree, which you can’t do anymore. You can put the user on the tree so that they only see the parts […]

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When Does Support for Microsoft Dynamics GP End?

If you are working with CAL Business Solutions, your support from us never ends. Many of clients are running old versions of Microsoft Dynamics GP and that is ok. While you are missing lots of great new features (like the ones we reviewed at CAL Connect2014), we understand that upgrades need to be done at […]

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Web Client – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog Several modules areas have been activated for Web Client in Microsoft Dynamics GP 2013 Service Pack 2. Module Areas: Field Service Project Accounting Manufacturing Fixed Assets Enhancements Bank Activity Statements (BAS) Payment Document Management (PDM) Is this for you? The targeted role is: Service, Project Management, Production […]

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Voiding Updates – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog in Microsoft Dynamics GP 2013 SP2, you can now find and void a transaction more quickly and easily.  The new functionality is added to Void Historical Payables Transactions as well as Void Open Payables Transactions. With additional restriction options of Document Number or Document Date, you can […]

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Got an Old Version of Dynamics GP? Buy Users Before Price Increase July 2014

Many CAL clients are still using older versions of Dynamics GP, prior to Dynamics GP 2013. This means you are on the old Business Ready Licensing (BRL) or Module Based Licensing (MBL) models. In order to “encourage” you to upgrade to Dynamics GP 2013 with the new Perpetual Licensing model, Microsoft has announced some price […]

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Vendor Tools – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog the feature:  Vendor Combiner  will allow the user to combine an existing Vendor ID with another Vendor ID.  Once the Vendor ID (source Vendor ID) is selected to combine with an existing Vendor ID (destination Vendor ID), the source Vendor ID will be removed from the system.  […]

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SmartList UI – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog users have been frustrated in the past with the amount of space that the Favorites pane in SmartList takes away from the space that displays the data returned from the query.  In Dynamics GP2013 SP2 you can collapse this area entirely or have it set to auto-hide […]

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Financial – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog in Receivables Checkbook Inquiry, you can now see the Checkbook ID that the cash receipt was posted to.  In Microsoft Dynamics GP2013 SP2, instead of looking at a posting report to identify the checkbook, the information is shown on screen. This will work for transactions that were […]

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Combiners – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog  the Customer Combiner feature will allow the user to combine an existing customer ID within another customer ID.  Once the customer ID (source customer ID) is selected to combine with an existing customer ID (destination customer ID), the source customer ID will be removed from the system.  […]

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Web Client Keyboard Shortcuts – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog you can still use the keyboard shortcuts you know and love with the Dynamics GP 2013 Web Client. This allows you to quickly accomplish tasks without using the mouse when you are entering data into the system. The only difference is that you will need to us […]

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Document Attachment – Microsoft Dynamics GP 2013 Service Pack 2 Features

There are 3 cool things to show about Document Attachment in Dynamics GP 2013 SP2 – Attachment Properties, Flow from Master Records and Email. Don’t miss the video below. According to the Inside Microsoft Dynamics GP Blog the Document Attachment  – Attachment Properties feature is cool because attachment properties allow defining the flow characteristics of […]

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Visual Studio Tools – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog Visual Studio Tools for Dynamics GP is cool because it allows ISV developers to create integrations to Microsoft Dynamics GP using the .NET Framework. This release extends the functionality of the tools to support add-ins that run in the Web Client, while reusing the existing code. Common […]

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HR & Payroll – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog this new feature is cool because prior to Microsoft Dynamics GP 2013 SP2, when you opened Payroll Check Inquiry or Payroll Transaction Inquiry, the default sort order displayed by Check Number. Now, the default sort order is by Check Date in descending order. And you can switch […]

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Analytical Accounting Updates – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Dynamics GP Support & Services Blog there are two new features for Analytical Accounting (AA). The first allows you to add AA codes to payments on Sales Orders when entering them in the Sales Transaction Entry window. The second allows you to add AA codes to individual customers when assessing finance charges. […]

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SmartList Designer – Microsoft Dynamics GP 2013 Service Pack 2 Features

According to the Inside Microsoft Dynamics GP Blog SmartList Designer is cool because it is an extension to the SmartList tool that will allow an end user the ability to create a new list from scratch, or use an existing list to add more information within the list. The SmartList Designer window is a very […]

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