ERP Tips & Tricks Blog

SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.

By |2021-11-09T10:46:54-05:00November 12th, 2014|Add On Tool Tips, Cavallo, Cavallo Demos/Videos, Cavallo Tips, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP, Video Tips|Comments Off on SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

Microsoft Dynamics GP 2015 Feature of the Day – SmartList Designer Excel Refreshable Reports

This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library. By publishing a refreshable report, the user can open the report in Excel and the data will always be up to date.

By |2021-11-09T10:46:55-05:00November 11th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – SmartList Designer Excel Refreshable Reports

Microsoft Dynamics GP 2015 Feature of the Day – Fixed Assets Year End Report

In Microsoft Dynamics GP 2015 Fixed Assets we’ve added an optional report to the Fixed Assets year end closing routine. Now, in a single step, you can close your year and print a status report of all the assets that are being affected by the close. On the report you’ll see the year to date depreciation, cost basis, accumulated depreciation, net book and more.

By |2021-11-09T10:46:55-05:00November 10th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Fixed Assets Year End Report

Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.

By |2022-03-22T16:04:41-04:00November 6th, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.

By |2023-08-07T20:04:48-04:00November 3rd, 2014|Add On Tool Tips, Cavallo, Cavallo Tips, Distribution Industry, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Microsoft Dynamics GP 2015 Feature of the Day – HRP Workflow Pending Approval Navigation List

In Microsoft Dynamics GP 2015 approvers have one place to view and approve employee self service changes. This is a one-stop-shop for managers to see all of their assigned tasks including Payroll Timecards, Employee Profile, Employee Skills, Payroll W4, and Payroll Direct Deposit.

By |2021-11-09T10:45:33-05:00November 3rd, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – HRP Workflow Pending Approval Navigation List

Microsoft Dynamics GP 2015 Feature of the Day – Team Manager – Employee Profile, Skills & Training

In Microsoft Dynamics GP 2015 as part of the Employee Self Service functionality managers can see and/or edit their team members data including Address/Phone Number, Dependents, Emergency Contacts and Position History in the new Employee Profile window.

By |2021-11-09T10:45:33-05:00October 31st, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Team Manager – Employee Profile, Skills & Training

Microsoft Dynamics GP 2015 Feature of the Day – Employee Profile and Employee Skills and Training

The new Employee Profile window in Microsoft Dynamics GP 2015 allows employees to view and/or update their personal information including Address/Phone Numbers, Emergency Contacts, Dependents, and Position History. This is an extension of the Employee Self Service functionality.

By |2021-11-09T10:45:33-05:00October 30th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Employee Profile and Employee Skills and Training

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #10 Can we improve the efficiency of our picking processes?

Picking processes are as unique as the distributors that deploy [...]

By |2022-03-22T15:35:50-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #10 Can we improve the efficiency of our picking processes?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #9 Will managers be able to analyze sales data to monitor unique KPIs?

The sales managers that oversee the day-to-day operation of your [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #9 Will managers be able to analyze sales data to monitor unique KPIs?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #8 Can employees customize screens to meet their needs?

Every person thinks and works a bit differently. In the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #8 Can employees customize screens to meet their needs?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #7 Will we have insight into pricing and margins at the line item level?

There was a time when pricing was simple. Yearly or [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #7 Will we have insight into pricing and margins at the line item level?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #6 Can we automate all customers notifications?

In business, surprises are usually not a good thing. [...]

By |2022-03-21T20:16:26-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #6 Can we automate all customers notifications?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #5 Does the purchase order process automate drop ship and replenishment?

In the past, the practice of accumulating backorders over the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #5 Does the purchase order process automate drop ship and replenishment?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #4 Will sales have access to customer and sales data on their mobile device?

Making it easy for your field sales team to do [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #4 Will sales have access to customer and sales data on their mobile device?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #3 Can we check inventory status during the order entry process?

While this question may seem obvious, it is surprising the [...]

By |2022-03-22T15:35:49-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #3 Can we check inventory status during the order entry process?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #2 Can we monitor orders at every step in the process?

As orders, the lifeblood of your organization, flow through your [...]

By |2022-03-22T15:35:48-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #2 Can we monitor orders at every step in the process?

10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #1 Will we have access to centralized order and customer information?

When a customer calls to place an order, your sales [...]

By |2022-03-22T15:35:48-04:00October 30th, 2014|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #1 Will we have access to centralized order and customer information?

Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture .NET Interop

The new Service Based Architecture enables Microsoft Dynamics GP and ISV products to expose and consume services. Services are the backbone of the cloud and this feature supports new and exciting scenarios around cloud based interaction.

By |2022-06-13T13:28:42-04:00October 28th, 2014|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 Feature of the Day – Service Based Architecture .NET Interop
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