Top 20 New Features in Microsoft Dynamics GP 2016 R2
In the past several weeks we have posted blog articles [...]
Eliminate Manual Entry in Dynamics GP Tip #4 – Stop Tracking Fixed Assets In Spreadsheets
How do you track your fixed assets? The Manual Way [...]
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.
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
Eliminate Manual Entry in Dynamics GP Tip #3 – Stop Depositing Checks with Lock Box Processing
Getting more checks in the mail is a good thing [...]
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.
Microsoft Dynamics GP 2016 R2 Feature of the Day – Power BI on Web Client Page
Power BI reports rendered on home page for web client, Click on report to go directly out to your Power BI site
Eliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with Automatic Emails
How do you send online payments? There is an easy, [...]
7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement
As a distribution company, how do you track interactions with [...]
Microsoft Dynamics GP 2016 R2 Feature of the Day – HTTPS Support for Management Reporter
Ability to deploy Management Reporter for https access, Access reports over secure https communication
Microsoft Dynamics GP 2016 R2 Feature of the Day – Project Accounting Distributions Edited by Line Item
Distributions edited by line item, Cannot edit Summary, PA Trial Balance Report will reflect correct amounts and distributions
Microsoft Dynamics GP 2016 R2 Feature of the Day – Project Accounting Timesheet Status Report
New report for PTE Timesheets, Print by status or by approver, Visibility into all timesheets including missing timesheets
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
Eliminate Manual Entry in Dynamics GP Tip #1 – Using SafePay to Submit Files to Your Bank
Check fraud is a big issue, and banks have put [...]
Microsoft Dynamics GP 2016 R2 Feature of the Day – Payroll Administrator Can Print W2 Using Self Service Report
W2 can be printed without using the pre-printed forms.
Microsoft Dynamics GP 2016 R2 Feature of the Day – Save Fixed Asset ID With Suffix
Enter a suffix for the fixed asset.
You sell what?
This challenge of categorizing goods and services is compounded by advances in technology, which are responsible for such category-straining creations as digital goods and services. In a few short years, for example, technology has changed how we consume our news.
Microsoft Dynamics GP 2016 R2 Feature of the Day – POP to FA Link to Include Taxes
Option to include tax as part of the acquisition cost when adding capital item in Fixed Assets from purchase receipt.
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
