Microsoft Dynamics GP 2016 R2 Feature of the Day – Safepay file displays Check Name from Check
Check Name from check is used in the file, not the default from the vendor card.
Microsoft Dynamics GP Year End Closing Resources for 2016
We have compiled a list of helpful Dynamics GP Year End Closing Resources including: Training, Procedures, Payroll Updates and Blog Posts.
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.
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.
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
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
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
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
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
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
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
Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Favorite Protection
When a user tries to modify a SmartList favorite they will be prompted to enter a password
Microsoft Dynamics GP 2016 R2 Feature of the Day – Batch Error Message Includes User ID
User ID now displayed in “This batch is being edited by another user” message
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
Pardoned turkeys give sales tax the bird
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.
Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups
Users can assign SmartList Designer Lists to Advanced Lookup windows and Lookup windows include all of the lookups from the advanced lookup setup window
SalesPad Tip: Easy Subtotals with Pivot Table Reports
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?
Instruction Guide to Workflow in Microsoft Dynamics GP
Workflows are a powerful tool in Microsoft Dynamics GP to [...]
How to Setup Automatic Signatures in Outlook
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.
3 tips for online sellers about drop shipping and sales taxes
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.
The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016
- Microsoft Dynamics GP Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy StepsPoint
- Fall Savings GP Add-On Solution Promotions!
- SalesPad Corner
- The Best Ways to Get Through Hundreds of Emails In One Day
- Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
List of New Features Released in Microsoft Dynamics GP by Version (PDF)
When was that feature available in Dynamics GP? Every time [...]
How to Decrease the Number of Report Writers in Your Company
How many of us have more than a handful of [...]
How to Choose a Password That is Secure and Easy to Remember
A good analogy for a password is a lock on your front door. It is the first line of defense of protecting your valuables. Hardly anyone would argue against a lock on their door and we’ve come to (reluctantly) accept that access to the resources stored on our computers which hold valuable information should be afforded similar protections.
The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016
- Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP
- Now Playing: CAL Connect Event Video and Photo Highlights
- ISV Spotlight: Nodus Technologies
- Five Keys to Success That Will Transform Your Life
- SalesPad Corner: Smart Printing
- Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
The dish on taxing deliveries
Repost from Avalara What can’t be delivered today? For the [...]
Why I Don’t Trust Expensive ERP Discovery Studies
I hate it when companies are over-sold by a salesperson. In my experience, one of the most guaranteed ways to buy more than you need is to pay for an expensive discovery report before you buy Dynamics GP. I just met with a distribution company using Microsoft Dynamics GP. They had paid $12,000 to a large Dynamics GP partner for a “business analysis”. I saw a copy of the report. I was not impressed. Now, almost 2 years later this company is way over budget and they are still not where they should be at this point.
14 Numbers You Should Know To Plan for GPUG Summit 2016
Dynamics GP professionals love numbers. Here are some important numbers [...]
FRx Tip for Dynamics GP: Catalog Queued Successfully
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.
Microsoft Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP
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.
