Check Name from check is used in the file, not the default from the vendor card.

We have compiled a list of helpful Dynamics GP Year End Closing Resources including: Training, Procedures, Payroll Updates and Blog Posts.

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

One thing that I learned the hard way during the Year-End close process is related to a newer checkbox in the Year-End Closing window. I hope that sharing my “not so fun” story will help others avoid this in the future.

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

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

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

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

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

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

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

When a user tries to modify a SmartList favorite they will be prompted to enter a password

User ID now displayed in “This batch is being edited by another user” message

• 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

It’s an annual tradition for the President of the United States to pardon a turkey at Thanksgiving. Which president started the trend is up for debate, but White House history dates the first turkey clemency to 1865, when Abraham Lincoln’s son took a liking to a bird intended for Christmas dinner.

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

If you’re using SalesPad it’s a pretty good bet you’ve run Quick Reports but have you seen what the pivot table reports can do?

Workflows are a powerful tool in Microsoft Dynamics GP to automate processes and save time. In this instruction guide you will find [...]

I get e-mails from way too many companies that have no signature and no phone number which makes it harder for me to give them a call back. At my last company, the CFO was typing in his signature on emails all the time.

Drop shipping can be a big boon for online sellers, especially small businesses that don’t have the funds or space to stock up on and store inventory. With drop shipping, sellers can take orders from customers for an item and then turn around and order that item from a supplier, which then ships it to the customer. The seller doesn’t have to handle the physical item at all, the customer gets his or her order, and everyone’s happy.