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Channel: Accounts Receivable Tips – CAL Business Solutions-Acumatica-Microsoft Dynamics GP-ERP Partner
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Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction...

STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master...

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Microsoft Dynamics GP Tip: Writing Off AR Documents

  Download and Print:  Microsoft Dynamics GP – Writing Off AR Documents Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can...

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Microsoft Dynamics GP Tip: Cash Receipts – Finding Customer by Using Invoice...

  Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter...

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Microsoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from...

Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure...

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Dynamics GP Year End Closing Online Training

It is almost your favorite time of year again time of year again – time for year-end closing in Microsoft Dynamics GP. We want to help you make this a smooth process, so we invite you to join us for a...

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Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft...

Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way. In the past I would either delete...

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Microsoft Dynamics GP Tip: Using Reconcile to GL

 Download: Microsoft Dynamics GP Tip: Using Reconcile to GL When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or...

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Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction...

STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master...

View Article


Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: Writing Off AR Documents

  Download and Print:  Microsoft Dynamics GP – Writing Off AR Documents Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can...

View Article


Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: Cash Receipts – Finding Customer by Using Invoice...

  Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter...

View Article

Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from...

Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure...

View Article

Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft...

Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way. In the past I would either delete...

View Article

Image may be NSFW.
Clik here to view.

Microsoft Dynamics GP Tip: Using Reconcile to GL

 Download: Microsoft Dynamics GP Tip: Using Reconcile to GL When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or...

View Article


Image may be NSFW.
Clik here to view.

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

  Download and Print:  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...

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

Note: This tip is taken from the Microsoft Dynamics GP Help Center and republished for your convenience. Use the Company E-mail Setup window to select options to use when sending documents in e-mail....

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Eliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with...

How do you send online payments? There is an easy, and inexpensive way to do this directly from Dynamics GP without a lot of manual processes. The Manual Way to Do This Let’s say you are booking an...

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Eliminate Manual Entry in Dynamics GP Tip #3 – Stop Depositing Checks with...

Getting more checks in the mail is a good thing for a company. You are making more money. But what about the extra time involved? Lock Box Processing in Dynamics GP can help. The Manual Way to Do This...

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