Microsoft Dynamics GP User
CAL Business Solutions provides tips and tricks to help you become a more productive Microsoft Dynamics ERP or Acumatica user. Each of these tips was shared on the CAL Business Solutions blog and in our monthly e-newsletter and new tips are being added all the time.
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Microsoft Dynamics GP Tips and Tricks
Accounts Payable
- Business Central’s New E-Invoice Draft Page: Fix Problems Before They Happen
- Business Central’s Payables Agent: The End of Manual Invoice Entry Is Here
- Dynamics GP 18.8 October 2025 Release New Feature – Payables Setup Vendor Class Roll Down
- Microsoft Dynamics GP Year-End 2024: Payables Management
- Transform Your Accounting Workflow with Acumatica AP Document Recognition
- Conquering the Chaos of Batch Posting in Dynamics GP
- Microsoft Dynamics GP 2023 Year-End Update : Payables Management Form changes
- Microsoft Dynamics GP Year-End Update 2022: Payables Management
- Microsoft Dynamics GP Year-End Update 2022: Form changes Frequently Asked Questions
- Microsoft Dynamics GP October 2022 Release New Feature – Auto Posting to General Ledger from Payables when you use Transaction Level Posting
Accounts Receivable
- Dynamics GP: Send EFT Payments with Automatic Emails
- Stop Depositing Checks Manually: Lock Box Processing in Dynamics GP
- Microsoft Dynamics GP Year-End 2024: Receivables Management
- Microsoft Dynamics GP 2023 Year-End Update : Receivables Management
- Microsoft Dynamics GP Year-End Update 2022: Receivables Management
- Microsoft Dynamics GP Tip: Collections Management New Sorting Feature
- Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP
- Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP
- Microsoft Dynamics GP Tip: Using Reconcile to GL
- Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP
Add on Tools
CustomerSource
General Ledger
GP with Excel/Word
Inventory
- Use Acumatica Phantom BOM Items the Right Way
- Manage Manufacturing Subcontract Costs in Acumatica
- Optimized Cash Flow in Distribution with Digital Tools
- Acumatica Mobile App Customization: Build Screens Your Field Team Will Actually Use
- Consignment Inventory Management: How Distributors Use ERP to Stay in Control
- Dynamics GP + SalesPad vs. Acumatica: Which Comes Out on Top?
- Future-Proofing Your Distribution Business: Stop Reacting, Start Planning
- Business Central 2025 Wave 2: Stop Guessing About Inventory and Project Profitability
- Microsoft Dynamics GP Year-End 2024: Inventory
- Configuring Work Centers in Acumatica Manufacturing
Management Reporter/FRx
- Enhance Your Dynamics GP Experience: Add a Management Reporter Shortcut to the Financial Reports Menu
- Alert: New System Requirements for Dynamics GP Management Reporter
- FRx Tip for Dynamics GP: Catalog Queued Successfully
- Goodbye FRx: The New Way to Distribute Management Reporter Reports for Microsoft Dynamics GP
- Management Reporter Tip: How to Maintain Login and Default Company Settings Between Sessions
- Microsoft Dynamics GP Tip: Using the Account Rollup Inquiry Screen to Summarize GL Activity
- Microsoft Dynamics GP Tip: FRx Linked to an External Excel Spreadsheet
Navigation
Order Processing
Payroll/HR
- Dynamics GP Tax Update: 2nd Round Released for 2026 (Plus January Hotfix Preview)
- Time-Saving Tips & Tricks for Using Microsoft Dynamics 365 Business Central
- Microsoft Dynamics GP Year-End 2024: Canadian Payroll
- Microsoft Dynamics GP Year-End 2024: Affordable Care Act (ACA)
- WEBINAR – Microsoft Dynamics GP End of Life – Discover Dynamics 365 Business Central
- Microsoft Dynamics GP Year-End 2024: US Payroll
- Microsoft Dynamics GP Year-End 2024: Electronic W-2 (EFW2) for Payroll
- Microsoft Dynamics GP Year-End 2024: Payroll W-2 and W-3 information
- Microsoft Dynamics GP Year-End 2024: Payables Management Form changes
- Microsoft Dynamics GP October 2024 Release New Feature – Payroll Monthly Deduction & Benefit Maximum
Professional Service Tools/PSTL
Set Up/Security/Admin
SmartLists
SSRS
Video
Year End/Month End Closing
- Automated Financial Close: Reducing Month-End from Days to Hours
- Microsoft Dynamics GP Year-End 2024: Canadian Payroll
- Microsoft Dynamics GP Year-End 2024: Affordable Care Act (ACA)
- Microsoft Dynamics GP Year-End 2024: Receivables Management
- Microsoft Dynamics GP Year-End 2024: Analytical Accounting
- Microsoft Dynamics GP Year-End 2024: Inventory
- Microsoft Dynamics GP Year-End 2024: Payables Management
- Microsoft Dynamics GP Year-End 2024: US Payroll
- Microsoft Dynamics GP Year-End 2024: Electronic W-2 (EFW2) for Payroll
- Microsoft Dynamics GP Year-End 2024: Payroll W-2 and W-3 information
Acumatica Tips and Tricks
- Consolidating Acumatica Transactions: Cut Subscription Costs Without Losing Detail
- Why You Should Attend acuCONNECT 2026
- Optimized Cash Flow in Distribution with Digital Tools
- Configure Acumatica Security Roles Without the Headache
- Personalize Your Acumatica Dashboard for Maximum Productivity
- Set Up Acumatica Email Notifications with Business Events
- Set Up Acumatica Import Scenarios for Bulk Data Entry
- Build Your First Acumatica Generic Inquiry Step by Step
- Dynamics GP + SalesPad vs. Acumatica: Which Comes Out on Top?
- Excel File Upload in Acumatica: The Hidden Time-Saver You’re Probably Not Using
