Dynamics GP Video Tip: How to Merge Customer Accounts

What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)

By |2015-07-24T15:43:08-04:00July 24th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Merge Customer Accounts

Dynamics GP Video Tip: How to Change Customer IDs

In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.

By |2015-07-21T15:44:19-04:00July 21st, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Change Customer IDs

Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.

By |2015-07-15T14:23:13-04:00July 15th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Professional Services Tools/PSTL Tips, Video Tips|Comments Off on Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

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.

By |2020-11-20T16:25:39-05:00January 2nd, 2015|Accounts Payable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP 2013, Dynamics GP Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Dynamics GP Video Tip: The Fastest Way to Build an AP Check Batch in Microsoft Dynamics GP

Dynamics GP WOW Moments: Using SmartList to Find Data Fast

See Microsoft Dynamics GP SmartLists in action. SmartLists help you to quickly find the information you need within your accounting software and then easily use that information in Microsoft Office Excel and Microsoft Office Word.

By |2013-05-30T07:53:23-04:00May 30th, 2013|CAL ERP Tips & Tricks Blog, Dynamics GP Demo/Videos, Dynamics GP Tips, Microsoft Dynamics GP, SmartList Tips, Video Tips|Comments Off on Dynamics GP WOW Moments: Using SmartList to Find Data Fast

Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time

Today’s financial reports are out of date almost before they are sent out. Microsoft Dynamics GP with Microsoft Office Data Connection for Excel 2007 is the answer. Excel users within your organization can have secure access to up-to-date live reports from your Microsoft Dynamics GP accounting software – all the time.

By |2013-05-30T07:42:33-04:00May 30th, 2013|CAL ERP Tips & Tricks Blog, Dynamics GP Demo/Videos, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time
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