Microsoft Dynamics GP

Microsoft Dynamics GP 2016 Feature of the Day – Word templates for Batch Approval workflow emails

Workflow Batch Approvals now have a default Word template for the edit list for; General Ledger Batches, Payables Batches, Receivables Batches. Can be emailed to approver for complete information before approving

By |2024-12-30T19:51:38-05:00April 20th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Word templates for Batch Approval workflow emails

A Personal Invitation to Connecticut CAL Connect2016 for Dynamics GP

CAL Connect is an event that we run for our Microsoft Dynamics GP customers, as well as other Dynamics GP users (and prospective users), to give them a full day of education and training and networking, as well as an opportunity to meet the entire CAL Business Solutions team.

By |2022-03-04T12:12:23-05:00April 19th, 2016|CAL Connect, Dynamics GP Events, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on A Personal Invitation to Connecticut CAL Connect2016 for Dynamics GP

From maintenance to martial arts, more states are taxing services

There’s no doubt Americans consume a lot of stuff, but we now spend far more on services than goods. For the first time in history, we dine out more than we buy food to prepare at home. We stream music and movies rather than purchase CDs or rent DVDs. We even pay people to help whip us into shape, and then pay others to make our worn-out bodies feel better.

By |2022-03-20T18:08:05-04:00April 19th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on From maintenance to martial arts, more states are taxing services

Best Practices for Backing Up Your Own Dynamics GP Data

Every company that uses Microsoft Dynamics GP needs to understand the importance of backing up their own data, and the right way to do it. Here are my insider tips, based on working with hundreds of Dynamics GP systems.

By |2021-11-09T10:47:40-05:00April 19th, 2016|Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Best Practices for Backing Up Your Own Dynamics GP Data

Microsoft Dynamics GP 2016 Feature of the Day – Analytical Accounting user access settings

Option to automatically give users access to all analytical accounting transaction dimension codes, rather than defining access individually.

By |2023-07-25T20:58:34-04:00April 15th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Analytical Accounting user access settings

Microsoft Dynamics GP 2016 Feature of the Day – Payroll Posting Accounts

See all posting accounts in a navigation list, Easily filter and sort accounts with navigation list functionality, Export and Import payroll posting accounts using Microsoft Excel

By |2023-07-25T20:58:33-04:00April 13th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Payroll Posting Accounts

Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

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.

By |2022-03-22T16:04:44-04:00April 10th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, General Ledger Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

Microsoft Dynamics GP 2016 Feature of the Day – Payables Credit Card Payment

Option for a computer check batch to be paid by credit card, The credit card payment will create an invoice for the credit card vendor, A remittance form will print to show the invoices paid

By |2023-07-25T20:58:33-04:00April 7th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Payables Credit Card Payment

Microsoft Executive Pam Misialek Coming to Connecticut for May 19th Dynamics GP Event

Pam Misialek is a Senior Microsoft Dynamics Product Manager that has been working with Dynamics GP for 20+ years. Pam is passionate about product functionality and loves to dive down deep into all things related to Dynamics GP.

By |2023-07-25T20:58:33-04:00April 6th, 2016|CAL Connect, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Executive Pam Misialek Coming to Connecticut for May 19th Dynamics GP Event

Microsoft Dynamics GP 2016 Feature of the Day – Project Expenses – Document Attachments

Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry, Header and line attachments such as receipts can now be added to an employee expense, Attachments will flow from PTE to Project Accounting to Payables

By |2023-07-25T20:58:33-04:00April 6th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Project Expenses – Document Attachments

Microsoft Dynamics GP 2016 Feature of the Day – Project Accounting Fields in Requisition Entry

Project Number and Cost Category ID fields available in Purchase Requisition Entry window, Requisitions with project and cost category can still go through workflow process, Project and cost category will flow to Purchase Order

By |2023-07-25T20:58:33-04:00April 5th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 Feature of the Day – Project Accounting Fields in Requisition Entry

Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

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?

By |2022-03-22T16:04:44-04:00April 4th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

7 Qualities of a Great Dynamics GP Consultant – Do You Have What it Takes?

Almost every company has some kind of automated accounting software today. But modern accounting is not about just getting the numbers to balance. It is about using the numbers to make better decisions and transform the organization. The right technology helps companies view, analyze and share information in ways they never thought possible. This can make a dramatic impact on the success of a business and you can be part of that success. It is a job with meaning.

By |2022-03-25T11:56:18-04:00March 28th, 2016|ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?|Comments Off on 7 Qualities of a Great Dynamics GP Consultant – Do You Have What it Takes?

The CAL Zone – Microsoft Dynamics GP Newsletter – March 2016

  • Microsoft Dynamics GP Tip: Using Reconcile to GL
  • Join Us at CAL's GP User Event: Connect2016- May 19th
  • Done with the ACA to-dos for 2015?
  • 10 Ways to Become Better at Your Job Today
  • Why Join GPUG- The Largest Dynamics GP User Group?
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:36-05:00March 25th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – March 2016

What’s the deal with “sometimes taxable”?

Businesses must correctly deal with these sometimes exempt and sometimes subject to sales tax products and services or suffer the consequences. Knowing when tax applies to “sometimes taxable” goods and services is essential to successful tax compliance – but it’s not always so easy to discern.

By |2022-03-20T18:10:59-04:00March 23rd, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on What’s the deal with “sometimes taxable”?
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