Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
Microsoft Dynamics GP Tip: Vendor Setup – Setting Multiple Default Purchase Accounts
This is a great tip for those vendors for whom [...]
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.
Microsoft Dynamics GP Tip: How to Set Up Partial Payments and Deferred Payments in Dynamics GP
Several of our customers have asked this question recently, so [...]
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.
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.
Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data
Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.
Dynamics GP Video Tip: How to Easily Generate a List of Unreconciled Bank Transactions
There are two ways to easily generate a list of [...]
Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions (Checks, Deposits, and more)
Watch a Video Demo: Microsoft Dynamics GP Video Tip: SmartList [...]
Goodbye FRx: The New Way to Distribute Management Reporter Reports for Microsoft Dynamics GP
Now that Management Reporter (MR) has replaced FRx for Microsoft [...]
Dynamics GP Video Tip: How to Restore the Traditional Dynamics GP Menu Bar
A change you will notice right away in Microsoft Dynamics [...]
Microsoft Dynamics GP Tip: Changes to Menu Bar in GP2013 R2
Watch Video Demo: Microsoft Dynamics GP Tip: Changes to Menu [...]
Microsoft CustomerSource Tip: How To Change the Administrator For Your CustomerSource Account
CustomerSource is an amazing wealth of knowledge for Microsoft Dynamics [...]
Microsoft CustomerSource Tip: How to Add New Dynamics GP Users to CustomerSource
Every Dynamics GP users should have access to CustomerSource. You [...]
Microsoft CustomerSource Tip: How Microsoft Dynamics GP Users Can Access CustomerSource
Every Microsoft Dynamics GP user should visit the CustomerSource website [...]
Download Dynamics GP Year End Closing Resources
Our Year End Resources webpage at https://www.calszone.com/client-resources/year-end-resources/ has been updated [...]
Microsoft CustomerSource Tip: How to Change Your Dynamics GP Partner Of Record With Microsoft
If you are unhappy with your Microsoft Dynamics GP partner [...]
How Can CAL Clients Use Microsoft SQL Server Reporting Services (SSRS) for Dynamics GP?
As a Dynamics GP user you already own Microsoft SQL [...]
Dynamics GP Video Tip: How to Create a Dynamics GP SmartList Favorite and Reminder
SmartList for Microsoft Dynamics GP is an excellent tool. And [...]
Dynamics GP Video Tip: Using the Built In Help Features in Microsoft Dynamics GP
What do you do when you need help with a [...]
Dynamics GP Video Tip: Setting Up A Pivot Table Using the Microsoft Dynamics GP Live Excel Feed
Finance professionals love Excel charts, especially fancy pivot charts and [...]
Dynamics GP WOW Moments: Using SmartList to Find Data Fast
See Microsoft Dynamics GP SmartLists in action. SmartLists help you to quickly find the information you need within your accounting software and then easily use that information in Microsoft Office Excel and Microsoft Office Word.
Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time
Today’s financial reports are out of date almost before they are sent out. Microsoft Dynamics GP with Microsoft Office Data Connection for Excel 2007 is the answer. Excel users within your organization can have secure access to up-to-date live reports from your Microsoft Dynamics GP accounting software – all the time.
Dynamics GP WOW Moments: 3 Steps to Writing a Collections Letter
The tight integration between Dynamics GP and Microsoft Office Word make it easy to prepare professional customer and vendor letters from your ERP system. Learn how to prepare a customized collections letter in 3 quick steps.
Dynamics GP Video Tip: How to Customize the Navigation Pane in Microsoft Dynamics GP
You might recognize that the Microsoft Dynamics GP screens look [...]
Dynamics GP Video Tip: Using Navigation Lists in Microsoft Dynamics GP
Are you taking advantage of the power of Navigation Lists [...]
Dynamics GP Video Tip: How to Customize the Microsoft Dynamics GP Toolbar
Many Dynamics GP users don’t realize you can customize the [...]
Dynamics GP Video Tip: Using My Reports Feature – How to Customize the Home Page Part 4
One thing users love about Microsoft Dynamics GP is the [...]
Dynamics GP Video Tip: Using Reminders and Tasks – How to Customize the Home Page Part 3
Microsoft Dynamics GP can help you stay organized with to [...]
Dynamics GP Video Tip: Editing Quick Links – How to Customize the Home Page Part 2
The Quick Links on the Microsoft Dynamics GP home page [...]
Dynamics GP Video Tip: Choose Your Role and Home Page Layout – How to Customize the Home Page Part 1
A benefit of Microsoft Dynamics GP is the role based [...]
