Acumatica Community Forum
Colleen Schils

The NEW Acumatica Community Website

Are you using the Acumatica Customer Portal or Open University? Have you signed up for the new Acumatica Community Portal? Acumatica has launched their new Community website to bring communication together in one location to help to support users in a more streamlined fashion. If you do not have a Customer Portal login already, you … Read more

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Acumatica 2020 R2 Release
Colleen Schils

What is Your Acumatica Upgrade Plan?

The end of the year is fast approaching – do you have a plan? Acumatica 2020 R2 was launched recently, and with that Acumatica will be retiring version 2019 R1 at the end of January (January 31, 2021).  [Join us on October 29th for a webinar discussing all the new features! And don’t forget that … Read more

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Shortcuts in Acumatica
Colleen Schils

Acumatica Shortcuts – Shift F to Filter

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

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Acumatica Upgrade
Colleen Schils

Upgrading Protects Your Business

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

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Ship Engine Add-on solution for Acumatica
Colleen Schils

Integrating Third-Party Add-Ons with Acumatica (ShipEngine Sample Case)

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

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Acumatica CRM Enhancements
Colleen Schils

Acumatica CRM Enhancements from 2017R2 to 2019R1

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

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Acumatica Report Writer
Colleen Schils

How to Use Acumatica Report Writer Templates

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

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Dynamics GP enhancements
Colleen Schils

Make Your Dynamics GP System Better in 2019

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

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Acumatica Lifecycle
Colleen Schils

The New Acumatica Product Lifecycle and Support Policy (Hint: It’s Good News!)

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

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Open Database Connectivity
Colleen Schils

Acumatica SaaS ODBC Database Access Retirement March 2019

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

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Revenue Deferrals Module
Colleen Schils

Revenue Deferrals Module in Dynamics GP

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

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Dynamics GP Upgrade
Colleen Schils

6 Reasons to Upgrade Your Dynamics SL System

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

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Esignature feature in Acumatica
Colleen Schils

How to Be Efficient and Win More Deals with Acumatica & eSignatures

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

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