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 2015 Feature of the Day – Fixed Assets Year End Report

In Microsoft Dynamics GP 2015 Fixed Assets we’ve added an optional report to the Fixed Assets year end closing routine. Now, in a single step, you can close your year and print a status report of all the assets that are being affected by the close. On the report you’ll see the year to date depreciation, cost basis, accumulated depreciation, net book and more.

By |2021-11-09T10:46:55-05:00November 10th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Fixed Assets Year End Report

Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.

By |2022-03-22T16:04:41-04:00November 6th, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.

By |2023-08-07T20:04:48-04:00November 3rd, 2014|Add On Tool Tips, Cavallo, Cavallo Tips, Distribution Industry, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Microsoft Dynamics GP 2015 Feature of the Day – HRP Workflow Pending Approval Navigation List

In Microsoft Dynamics GP 2015 approvers have one place to view and approve employee self service changes. This is a one-stop-shop for managers to see all of their assigned tasks including Payroll Timecards, Employee Profile, Employee Skills, Payroll W4, and Payroll Direct Deposit.

By |2021-11-09T10:45:33-05:00November 3rd, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – HRP Workflow Pending Approval Navigation List

Microsoft Dynamics GP 2015 Feature of the Day – Team Manager – Employee Profile, Skills & Training

In Microsoft Dynamics GP 2015 as part of the Employee Self Service functionality managers can see and/or edit their team members data including Address/Phone Number, Dependents, Emergency Contacts and Position History in the new Employee Profile window.

By |2021-11-09T10:45:33-05:00October 31st, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Team Manager – Employee Profile, Skills & Training

Microsoft Dynamics GP 2015 Feature of the Day – Employee Profile and Employee Skills and Training

The new Employee Profile window in Microsoft Dynamics GP 2015 allows employees to view and/or update their personal information including Address/Phone Numbers, Emergency Contacts, Dependents, and Position History. This is an extension of the Employee Self Service functionality.

By |2021-11-09T10:45:33-05:00October 30th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Employee Profile and Employee Skills and Training

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #10 Can we improve the efficiency of our picking processes?

Picking processes are as unique as the distributors that deploy [...]

By |2022-03-22T15:35:50-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #10 Can we improve the efficiency of our picking processes?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #9 Will managers be able to analyze sales data to monitor unique KPIs?

The sales managers that oversee the day-to-day operation of your [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #9 Will managers be able to analyze sales data to monitor unique KPIs?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #8 Can employees customize screens to meet their needs?

Every person thinks and works a bit differently. In the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #8 Can employees customize screens to meet their needs?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #7 Will we have insight into pricing and margins at the line item level?

There was a time when pricing was simple. Yearly or [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #7 Will we have insight into pricing and margins at the line item level?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #6 Can we automate all customers notifications?

In business, surprises are usually not a good thing. [...]

By |2022-03-21T20:16:26-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #6 Can we automate all customers notifications?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #5 Does the purchase order process automate drop ship and replenishment?

In the past, the practice of accumulating backorders over the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #5 Does the purchase order process automate drop ship and replenishment?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #4 Will sales have access to customer and sales data on their mobile device?

Making it easy for your field sales team to do [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #4 Will sales have access to customer and sales data on their mobile device?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #3 Can we check inventory status during the order entry process?

While this question may seem obvious, it is surprising the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #3 Can we check inventory status during the order entry process?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #2 Can we monitor orders at every step in the process?

As orders, the lifeblood of your organization, flow through your [...]

By |2022-03-22T15:35:48-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #2 Can we monitor orders at every step in the process?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #1 Will we have access to centralized order and customer information?

When a customer calls to place an order, your sales [...]

By |2022-03-22T15:35:48-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #1 Will we have access to centralized order and customer information?

Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture .NET Interop

The new Service Based Architecture enables Microsoft Dynamics GP and ISV products to expose and consume services. Services are the backbone of the cloud and this feature supports new and exciting scenarios around cloud based interaction.

By |2022-06-13T13:28:42-04:00October 28th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture .NET Interop

Will Microsoft Dynamics GP 2015 System Requirements Require a SQL Server Upgrade?

Microsoft Dynamics GP 2015 is scheduled to be released in December 2014. We typically recommend that our clients wait several months to install the newest version, but you can start planning for the system requirements now.

By |2021-11-15T20:33:39-05:00October 28th, 2014|Dynamics GP New Features, Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Will Microsoft Dynamics GP 2015 System Requirements Require a SQL Server Upgrade?

Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture Deployment

There is a simple single machine configuration for demo, development and smaller production deployments. You may also choose a scale out deployment across multiple servers, using a single tenant or multitenant configuration.

By |2021-11-09T10:45:36-05:00October 27th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture Deployment

The CAL Zone – Microsoft Dynamics GP Newsletter – October 2014

  • Excel Tip: Create a Pivot Table for General Ledger Data, Start Planning for 2014 Year End Closing
  • Six Favorite Features in Dynamics GP 2013 & GP 2013 R2
  • 13 Things Successful People Do in the First 10 Minutes of the Workday
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:19-04:00October 26th, 2014|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – October 2014

Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers

Microsoft Dynamics GP was built to work with Microsoft Dynamics Excel. In this short video you will learn how to: Create a PivotTable, Quickly reproduce Pivot table background data and Insert and use Slicers to filter data from Microsoft Dynamics GP.

By |2021-11-09T10:45:37-05:00October 23rd, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers
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