Showing archived posts for: March 2017


Creating a Company Tree

Posted by Mike Aichinger on March 17, 2017

When setting up your Acumatica system, you need to make sure you set up a Company Tree.  Why?  Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the…

Read More

Statement of Cash Flow Tips for Management Reporter

Posted by Misty Galbreth, Support Analyst on March 17, 2017

The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR).  I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow…

Read More

Creating Work Calendars in Acumatica

Posted by Mike Aichinger on March 17, 2017

There are many instances when you need different calendars for various uses.  For example: A calendar assigned to contract templates Work calendars for 3rd party add-ons for JAMS (Manufacturing) & Payroll Here’s how: Go to:  Organization > Organization Structure > Configure > Work Calendar Once here,…

Read More

Adding a Header Record to an ACH File in Acumatica

Posted by Melissa Blassingame on March 17, 2017

Some banks require additional information in the header section of your ACH file in Acumatica.  Here’s how: Your bank has requested you to add the following to the header of your ACH file: The $$ADD record needs to be added to the Header Record Section of the…

Read More

Risky Business: 5 Industries that Raise Audit Red Flags

Posted by Jen Bieker on March 17, 2017

States target certain businesses for sales tax audits according to data For most companies, the mere idea of a sales tax audit is a daunting prospect, and “fingers crossed we don’t get picked” is a popular strategy. But for certain types of businesses, just doing what…

Read More

AP Payment Selection vs. Edit/Select Documents for Payment in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on March 9, 2017

Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL?  They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment…

Read More

Multiple Companies Report Not Pulling Data in MR

Posted by Tiffany Bennett, Senior Consultant on March 9, 2017

Imagine the following scenario in Management Reporter (MR).  A report runs fine when running it individually, for separate companies, with no tree.  However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data.  How can this be? The…

Read More

Adding a Logo to a Management Reporter Report

Posted by Tiffany Bennett, Senior Consultant on March 9, 2017

Using logos on your Management Reporter (MR) reports can make your reports look more formal and professional.  Luckily, it’s super easy to do! Save a copy of your company’s logo anywhere on your local computer or network.  It must be in the format of…

Read More

Management Reporter Releases CU16 – What Else is Out There?

Posted by Mary Lenehan, Client Account Manager on March 1, 2017

Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here's a question I've heard a few times lately: "I'm planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it&rsquo…

Read More