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 with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

One of our distribution clients using Microsoft Dynamics GP would [...]

By |2022-03-22T16:04:41-04:00November 26th, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

The CAL Zone – Microsoft Dynamics GP Newsletter – November 2014

  • Dynamics GP Tip: How to set multiple default accounts for the Expense distribution for AP invoices
  • Dynamics GP Year End Webinar Series
  • 14 Ways To Stay Focused At Work This Holiday Season
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:29-05:00November 26th, 2014|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – November 2014

Microsoft Dynamics GP 2015 Feature of the Day – Edit E-mail on Historical Transactions

In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to.

By |2023-07-25T20:58:29-04:00November 25th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Edit E-mail on Historical Transactions

Microsoft Dynamics GP 2015 Feature of the Day – Void Intercompany Journal Entries

In Microsoft Dynamics GP 2015, users will have the ability to void an intercompany journal entry, including entries posted in destination companies, by voiding the original entry in the originating company. This eliminates the need to void an entry in both the originating company, and individually in each destination company as separate steps. When the user voids the entry in the originating company, intercompany entries are also created automatically in destination companies to void the original intercompany entries.

By |2021-11-09T10:46:53-05:00November 24th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Void Intercompany Journal Entries

Microsoft Dynamics GP 2015 Feature of the Day – Management Reporter Integration and Setup

This feature created a new navigation list for accessing Management Reporter reports from within the Financial and Administration Navigation buttons.

By |2021-11-09T10:46:54-05:00November 17th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Management Reporter Integration and Setup

Will My Current Dynamics GP Partner Know I Left Them?

In the post, How to Divorce Your Microsoft Dynamics GP Partner I explained how leaving your current Dynamics GP partner is like ending a relationship. But some companies, like some people, want to avoid confrontation when leaving a relationship and worry how the original partner will react.

By |2023-10-28T10:47:51-04:00November 14th, 2014|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Will My Current Dynamics GP Partner Know I Left Them?

SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.

By |2021-11-09T10:46:54-05:00November 12th, 2014|Add On Tool Tips, Cavallo, Cavallo Demos/Videos, Cavallo Tips, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP, Video Tips|Comments Off on SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

Microsoft Dynamics GP 2015 Feature of the Day – SmartList Designer Excel Refreshable Reports

This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library. By publishing a refreshable report, the user can open the report in Excel and the data will always be up to date.

By |2021-11-09T10:46:55-05:00November 11th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – SmartList Designer Excel Refreshable Reports

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
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