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
You can create a new SmartList from a favorite using Designer. User doesn’t have to remove all extra columns from the default SmartList
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.
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.
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.
User will be able to export and import SmartList definitions created with SmartList Designer from one install to another.
Option to automatically give users access to all analytical accounting transaction dimension codes, rather than defining access individually.
Your data is not just important, it’s vital to the life of your business. In light of this, there are several reasons why we recommend doing a test upgrade for your Dynamics GP system.
If you are a Dynamics GP user whose job responsibilities [...]
When importing a budget from Excel, an exception report will print displaying accounts that aren’t setup in Dynamics GP
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
Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous, Entire PO amount can be included in the prepayment
Option to exclude inactive pay codes from the pay codes lookup, Works for Employee Pay Codes Lookup and the Pay Codes lookup window
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.
Numbers exported from Excel will be formatted as a number, not text
If you have invested in SalesPad for your Microsoft Dynamics GP system you want to make sure you get the most out of the tool. At the SalesPad User Group session on May 18
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
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.
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
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
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?
View quantity in/out transactions for one item in one window, Accessible from Item Maintenance, item inquiry windows, navigation lists and the home page.
View all related sales documents for a single transaction in one window, Accessible - Customer Maintenance, sales inquiry, navigation lists, home page
Search window or report in GP web client, See a list of all open windows and reports or navigation based on search criteria, Close all open windows at once.
The HTML Web Client works in Any Browser, is Device Specific, and has an Enhanced UI.
Support for Multi-browser (IE, Chrome, Safari, Edge), Support for Multi-device (Windows, iPad, Android), UI changes, Window Search
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.
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.
If you want to create a new fiscal period in Dynamics GP there are a few easy steps.
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