I was on a certification training webinar with Acumatica recently, and during the meeting, the Acumatica team showed a shortcut trick that I think everyone in our community needs to know about. It’s possible that you already do, but if not, it is worth the few minutes to read. Acumatica has built many amazing inquiry … Read more
During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared. One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
Recently, Acumatica announced that 2018 R1 would be “retired” and no longer supported from the Acumatica team. I have had many discussions with the clients that I manage as to what it all means to them. We have clients who have different types of deployments which can play a major part on the decision of … Read more
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
My goal this year is to become more efficient. To work toward that goal, I started using a tool called Rocketbook. It’s a physical notebook that can be written in with a special pen, scanned and uploaded, then erased and reused. It allows me to take notes at client meetings, snap a picture, and then … Read more
Acumatica uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … Read more
Have your voice heard for getting the product features and enhancements you want into the next Dynamics product release! As new releases of Dynamics GP come out, there are great “What’s New” blogs and documents that capture the newest product features you can take advantage of if you decide to upgrade. But are you still … Read more
Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
I run into a lot of clients that get Journal Entries which do not originate in Microsoft Dynamics GP. Whether it’s an outside payroll vendor, or a Point-of-Sale system, you probably receive Excel or .csv files. These journal entries might be multiple line entries or recurring entries. As long as they are in a readable … Read more
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
If you are still using Excel Workbooks to defer revenue, you need to take a look at RED, Microsoft Dynamics GP most over-looked module. The Revenue/Expense Deferrals module (RED) simplifies deferring revenues or distributing expenses by allowing you to make entries for future periods within these areas: General Ledger Receivables Management Payables Management Sales Order … Read more
Many customers are planning to upgrade their Microsoft Dynamics SL this year. Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … Read more