ERP Tips & Tricks Blog

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 |2024-08-06T15:45:29-04:00November 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

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.

By |2022-03-21T20:04:37-04:00November 15th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Pardoned turkeys give sales tax the bird

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

By |2023-07-25T20:58:35-04:00November 14th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups

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.

By |2021-11-09T10:47:33-05:00October 25th, 2016|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Setup Automatic Signatures in Outlook

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.

By |2022-03-20T18:11:42-04:00October 25th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on 3 tips for online sellers about drop shipping and sales taxes

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
By |2024-08-06T15:45:28-04:00October 21st, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016

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.

By |2021-11-09T10:47:34-05:00September 28th, 2016|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Choose a Password That is Secure and Easy to Remember

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
By |2024-08-06T15:45:28-04:00September 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016

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.

By |2024-06-17T20:38:30-04:00September 8th, 2016|Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Why I Don’t Trust Expensive ERP Discovery Studies

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.

By |2022-03-22T16:04:45-04:00September 6th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, Mgmt Reporter/FRx Tips, Microsoft Dynamics GP|Comments Off on FRx Tip for Dynamics GP: Catalog Queued Successfully

The CAL Zone – Microsoft Dynamics GP Newsletter – August 2016

  • Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Dynamics GP
  • Connect with Over 20,000 Dynamic GP Users
  • ISV Spotlight: Avalara
  • Achieving Maximum Productivity: 4 Easy Steps To Instantly Increase Your Efficiency
  • SalesPad Corner: Customer CRM Contact Log
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:28-04:00August 19th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – August 2016

Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

By |2022-03-22T16:07:57-04:00August 12th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP

Use the Company E-mail Setup window to select options to use when sending documents in e-mail. You can select to embed documents, attach documents, or both.

By |2022-03-22T16:07:57-04:00August 12th, 2016|Accounts Payable Tips, Accounts Receivable Tips, Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Set Up/Security/Admin Tips|Comments Off on Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP

Do sales tax holidays affect consumer behavior?

Savvy shoppers know the value of everyday commodities, from the food they eat to the clothing they need and other essentials. They’ve comparison shopped enough to know the reasonable cost of products, and price point is always top of mind. Not everyone approaches shopping this way, but most people appreciate a bargain (does anyone not?). This is one of the main reasons sales exist.

By |2022-03-21T20:04:23-04:00August 12th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Do sales tax holidays affect consumer behavior?

Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.

By |2022-03-22T16:07:57-04:00August 5th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP

This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.

By |2022-03-22T16:07:57-04:00July 22nd, 2016|Accounts Receivable Tips, Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP

The CAL Zone – Microsoft Dynamics GP Newsletter – July 2016

  • Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables
  • How Much Does it Cost to Host Your Dynamics GP System in the Cloud?
  • CAL Named One of Bob Scott's 2016 Top 100 VAR's
  • Running an Old Unsupported GP Version?
  • 4 Easy Tips To Reduce Eye Strain and Improve Mood
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:27-04:00July 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – July 2016

Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Microsoft Dynamics GP

In this tip you will learn what you need to know about aged trial balance, aged trial balance with options, aged historical trial balance, reconcile to GL for AP and printing a month end check register.

By |2022-03-22T16:07:57-04:00July 9th, 2016|Accounts Payable Tips, Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Microsoft Dynamics GP
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