Microsoft Dynamics GP

2017 sales tax changes take effect Jan. 1

Sales tax doesn’t often make headlines, but soda taxes, marijuana sales, tampon exemptions, and online sales tax did in 2016. That trend is likely to continue in 2017. The New Year will bring new taxes, new exemptions, and renewed efforts by states to implement internet sales taxes. It will also bring plenty of the usual suspects, like sales and use tax rate changes.

By |2022-03-04T13:25:55-05:00December 19th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on 2017 sales tax changes take effect Jan. 1

The CAL Zone – Microsoft Dynamics GP Newsletter – December 2016

  • Dynamics GP Year End Closing Procedures
  • Important Updates for GP Payroll Users
  • 5 Important Questions to Ask Yourself to Best Prepare for a Brand New Year
  • SalesPad Corner: Learn 7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:39-05:00December 17th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – December 2016

Sales Tax Changes Take Place After Election Day

Businesses need to be aware of sales tax changes so that they are charging the right rate. But there may be other effects of sales tax changes on businesses, such as when a sales tax rate increase may encourage customers to purchase in lower-tax locales, for instance.

By |2024-03-12T15:38:44-04:00December 13th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Sales Tax Changes Take Place After Election Day

Microsoft Dynamics GP 2016 R2 Feature of the Day – Track Termination and Rehire Dates in Human Resources

With Termination and Rehire dates there is a new option called Employment History, Access from Employee Maintenance

By |2023-07-25T20:58:37-04:00December 6th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Track Termination and Rehire Dates in Human Resources

Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

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

By |2023-07-25T20:58:36-04:00November 29th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

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.

By |2022-03-25T12:01:07-04:00November 29th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Year/Month End Closing Tips|Comments Off on Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

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

By |2023-07-25T20:58:36-04:00November 28th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

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

By |2023-07-25T20:58:36-04:00November 23rd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

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

By |2023-07-25T20:58:36-04:00November 22nd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

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

By |2023-07-25T20:58:36-04:00November 21st, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical 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

By |2023-07-25T20:58:36-04:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical Transactions

Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

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

By |2023-07-25T20:58:36-04:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

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

By |2023-07-25T20:58:35-04:00November 17th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016

  • 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
By |2024-11-11T20:22:39-05:00November 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016
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