Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
Top Ten Blog Posts for 2016 – CAL Business Solutions
2016 was full of great Dynamics GP tips. In case [...]
Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
2016 was full of great Dynamics GP tips. In case [...]
One of our Dynamics GP users said, “For years I [...]
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We have compiled a list of helpful Dynamics GP Year End Closing Resources including: Training, Procedures, Payroll Updates and Blog Posts.
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.
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?
Although FRx is no longer used in the newer versions of Microsoft Dynamics GP, there are still many companies out there that continue to rely on it in older versions. And we continue to support them. Here is a recent support question and the resolution.
Using the Activity Tracking Setup window, you’ll mark the activities you want Microsoft Dynamics GP to track for each user in each company they access.
Banking Modules in GP - This is what you need [...]
How to Use Bank Reconciliation in Microsoft Dynamics GP You [...]
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.
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.
Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.
This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.
In this tip you will learn what you need to know about aged trial balance, aged trial balance with options, aged historical trial balance, reconcile to GL for AP and printing a month end check register.
One of our clients ran depreciation on Fixed Assets and then the General Ledger posting routine. She realized that some of the assets were set up incorrectly and she needed to make changes on the Fixed Asset book setup.
Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?
If you want to create a new fiscal period in Dynamics GP there are a few easy steps.
The posting type determines how the account balance will be treated during the year-end closing process in General Ledger in Microsoft Dynamics GP. Balance sheet accounts will be rolled forward to the next year, and Profit and Loss accounts will be rolled into the Retained Earnings account.
eOne Solutions has created many templates that can be imported directly into SmartList Builder.
The first step in this tip is a quick refresher on updating your toolbar. For more information about customizing your homepage.
Some are old, some are new, but I bet every Dynamics GP user can find something useful. You can see all our tips sorted by category at www.calszone.com/tips. While you are there sign up to receive our e-newsletter, or automatic email alerts from our blog, so that you will never miss a new Dynamics GP tip.
The RM Transaction Unapply tool is in the Professional Services [...]
When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or “unmatched” transactions.
You can use this tip if you are running the [...]