CAL Business Solutions, Inc.

About CAL Business Solutions, Inc.

CAL Business Solutions provides sales, installation, training and support for Microsoft Dynamics GP and Acumatica accounting software. Founded in 1982, CAL works with over 300 customers nationwide with a focus on Southern New England. If you are considering new accounting software, upgrading your existing system, or currently use Microsoft Dynamics GP or Acumatica and want the best local support and training, contact CAL Business Solutions.

Microsoft Dynamics GP 2016 R2 Feature of the Day – Track Termination and Rehire Dates in Human Resources

With Termination and Rehire dates there is a new option called Employment History, Access from Employee Maintenance

By |2023-07-25T20:58:37-04:00December 6th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Track Termination and Rehire Dates in Human Resources

Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

Adjust the credit limit warning calculation when a cash receipt is entered and is applied against an outstanding invoice.

By |2023-07-25T20:58:36-04:00November 29th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

New process for Reconciled Transaction Maintenance in Routines, Moves reconciled transactions to Bank Reconciliation history tables, With data moved to history, bank reconciliation processes performance will improve, When remove history, will also remove any moved reconciled transactions

By |2023-07-25T20:58:36-04:00November 28th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

Sales Transaction Entry and Payables Transaction Entry windows will default the scrolling window expanded or collapsed based on the previous display state, This is a per user per form automatic setting, Inquiry windows included

By |2023-07-25T20:58:36-04:00November 23rd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

GL Transaction Entry and Journal Entry Inquiry windows will default the scrolling window expanded or collapsed based on the previous display state, This is a per user per form automatic setting

By |2023-07-25T20:58:36-04:00November 22nd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

Update the Transaction Description on the credit card vendor Invoice to easily track back to the originating voucher, Modify Reconcile to GL for Payables to link the credit card payment and credit card vendor invoice to GL entries with Matched Transactions

By |2023-07-25T20:58:36-04:00November 21st, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical Transactions

When drilling into the sales transaction tax details, the tax percent used at time of transaction displays instead of the percent that is setup on the tax detail maintenance window

By |2023-07-25T20:58:36-04:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical Transactions

Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

Cancel purchase order line quantity when linked to a purchase requisition, Available in Purchase Order Entry and in Edit Purchase Order, Warning is given but can continue

By |2023-07-25T20:58:36-04:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

Update linked icon to display if the Purchase Order has been updated so the requisition cannot be fulfilled

By |2023-07-25T20:58:35-04:00November 17th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016

  • CAL's Year End Closing Webinar Series
  • Upgrading to Dynamics GP 2016
  • SalesPad Corner: Tip: Easy Subtotals with Pivot Table Reports
  • Actionable Steps to Take When There's Too Much on Your Plate
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:29-04:00November 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016

Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups

Users can assign SmartList Designer Lists to Advanced Lookup windows and Lookup windows include all of the lookups from the advanced lookup setup window

By |2023-07-25T20:58:35-04:00November 14th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups

The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016

  • Microsoft Dynamics GP Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy StepsPoint
  • Fall Savings GP Add-On Solution Promotions!
  • SalesPad Corner
  • The Best Ways to Get Through Hundreds of Emails In One Day
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:28-04:00October 21st, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016

The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016

  • Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP
  • Now Playing: CAL Connect Event Video and Photo Highlights
  • ISV Spotlight: Nodus Technologies
  • Five Keys to Success That Will Transform Your Life
  • SalesPad Corner: Smart Printing
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:28-04:00September 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016

The CAL Zone – Microsoft Dynamics GP Newsletter – August 2016

  • Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Dynamics GP
  • Connect with Over 20,000 Dynamic GP Users
  • ISV Spotlight: Avalara
  • Achieving Maximum Productivity: 4 Easy Steps To Instantly Increase Your Efficiency
  • SalesPad Corner: Customer CRM Contact Log
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:28-04:00August 19th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – August 2016

Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

By |2022-03-22T16:07:57-04:00August 12th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

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.

By |2022-03-22T16:07:57-04:00August 12th, 2016|Accounts Payable Tips, Accounts Receivable Tips, Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Set Up/Security/Admin Tips|Comments Off on Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP
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