Attention All SalesPad Users: Don’t Miss PANELS 2015 Sept 14-16
Are you registered for PANELS 2015? The biggest SalesPad user [...]
Are you registered for PANELS 2015? The biggest SalesPad user [...]
We want to make the Dynamics GP Cloud experience as SIMPLE for you as possible. We have come up with 43 questions designed to cover everything you need to know so you can make an informed decision and compare “apples to apples” of various cloud software vendors and between different Dynamics GP data center offers.
Once you make an investment in a product you want to know the roadmap, the direction where it is headed. Microsoft Dynamics makes that information very clear. Check out the published “Microsoft Dynamics GP Roadmap” graphic and download the latest “Microsoft Dynamics GP Product Strategy Statement of Direction PDF”
So it’s not without some irony that July 1 marks the date when many U.S. states put their newly increased sales tax rates into effect — the same month when both France and the U.S. celebrate their independence. While a few percentage points increase hardly merits waging an all-out war against sales tax, revolutionizing the way you manage tax compliance is a worthy cause.
Module of the Month- SafePay Are you concerned about check [...]
One of our most popular Dynamics GP trainers, Amber Bell, [...]
Every year the Top 100 VAR (Value Added Reseller) partners based on revenue. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. CAL Business Solutions, a Microsoft Dynamics GP reseller, is honored to have been named to this list for 2015.
Life lessons. They’re never-ending. There’s the stuff that you’d like [...]
What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)
In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.
Before 2012 Dynamics GP users had to pay a fee for these tools and they were not cheap. Then Microsoft made them all available for free. And now some of the most popular tools have been incorporated right into the main Dynamics GP system. But if you want to use the rest of the free PSTL tools they still need to be specifically installed or activated in your Dynamics GP system.
You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.
We provide an average price but there are several variables to consider, such as number of companies, database size, and other factors that impact the total. This video gives several tips to help you save money and lower the cost of your next Microsoft Dynamics GP upgrade.
Every company has purchasing needs. But it surprises me how [...]
In this tip you will see how Microsoft Dynamics GP 2015 now enables you to copy user security and home and area page settings when adding new users or when updating existing users.
Did you know that there is a file that gives an “inside view” into your Dynamics GP system? This can be especially helpful to us if we have not worked with your system before and we want to see what modules you have installed.
In the past several weeks we have posted blog articles [...]
If you want to upgrade from Dynamics GP 10 to [...]
Are you tempted to take shortcuts when it comes to Dynamics GP security and setup? Perhaps you set up all users as Power users, didn’t take the time to review converted security settings or chose the wrong security roles. Or you allowed someone to set up your Dynamics GP system who didn’t know what they were doing.
I know Financial people love charts and statistics. So here [...]
Don’t undervalue transactional tax management in post-merger systems integration. Companies grow in vastly different ways; some focus on organic growth while others expand through strategic mergers or acquisitions.
You asked for it and we have delivered! A new workflow type for AP Invoice approval in Workflow Maintenance is now available.
This feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.
The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.
The Print Options for Purchase Orders currently only support email for ‘Blank’ document formats.