Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem. Example 1 … Read more
Posts by Lauren
Missing the Messages.CSV in Dynamics SL
A customer called me last week and had received the following error about a messages.csv file missing from the associated folder in Microsoft Dynamics SL. “Unable to locate the message file c:\Program Files (x86)\Microsoft Dynamics\SL\Applications\MESSAGES.CVS” The Fix: The messages.csv file needs to be re-created or restored from a backup. To recreate the file perform the … Read more
Limited Users in Microsoft Dynamics GP
We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
Reconcile to GL Routine in Microsoft Dynamics GP
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
Change Your Debit/Credit SmartList Default Display Order in Dynamics GP
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
Editable Grids in Dynamics CRM / 365 for Sales
There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great! No more “read only” grids in CRM. This new feature can enhance productivity by reducing clicks and navigation time. Just simply go into your view, and click in the cell you want to … Read more
When State Auditors Head out of State
Reposted from Avalara Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states … Read more
Disappearing Quick Links in Microsoft Dynamics GP
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
Crestwood Associates Named to the 2017 Bob Scott’s Top 100 VAR List
Crestwood has been named to the Bob Scott’s Top 100 VAR list for the fourth time, placing 42nd on the list. Members of the Top 100 VARs List were selected based on factors such growth, industry leadership and recognition, and innovation. Chosen firms represent a wide range of sizes and include many different accounting software … Read more
How to Fix a Closed Year with an Incorrect Posting Type in Microsoft Dynamics GP
It happens to everyone. You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*. That means your Retained Earnings either are over or under stated. Fortunately, beginning with Microsoft Dynamics GP 2013 … Read more
Five Questions on Scribe Online Training with Crestwood’s Newest Certified Pro, Brandon Richards
At Crestwood we are amazed and impressed by the pace of innovation that our publishers are driving. Today, the Cloud is much more than just a buzzword for our client’s critical business applications. Rather it is now a key technical standard for an ever increasing number of them. As such, we are thrilled to have … Read more
Dynamics SL: Making it Easy to Update the AP Document Total
I am all about anything I can do to make it easier and faster to enter data. Here’s a handy customization trick for Microsoft Dynamics SL to update the AP document total. I’m going to show you a simple customization that will update the voucher/adjustment total whenever you save the document. Note: to create this … Read more
Growth activities that can be life (and tax) changing
Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more
Acumatica: Using Generic Inquiry Lists as an Entry Point for Maintenance Screens
When you go to look up a customer, vendor or stock item record, or even an AR Invoice or AP Bill in Acumatica, the screens force you to use the magnifying glass button to search for your record. I feel this isn’t always the quickest way to look up things in Acumatica. Did you know, … Read more
Time Saving Keyboard Shortcuts
Why do people use keyboard shortcuts? I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing. I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more
Business Rules Recommendations in Dynamics 365 / CRM
There’s a great new feature added into the new designer for business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365. It’s called recommendations. What are recommendations? Recommendations allow you to provide a recommendation to users on how to fill out a field. You can set certain criteria around a field and if a … Read more
Dynamics CRM New Visual Designer for Business Rules
This made my week! I’m a visual person and creating business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365 has just become my new favorite thing. I used to dread doing this, but with the new improved business rules interface, it’s fundamentally the same thing, but now with a visually pleasing facelift. What … Read more
Statement of Cash Flow Tips for Management Reporter
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 Report I recommend starting with the Default Report … Read more
Risky Business: 5 Industries that Raise Audit Red Flags
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 you do can be enough to attract the attention … Read more
Dynamics SL 2017 Updates and Hotfixes
Microsoft has recently released many updates and hot fixes. If you haven’t been keeping up on these, you might want to take a look. There have been many issues resolved with some of these. You’ll have to log into your Microsoft CustomerSource account. If you need help with that, visit our support page. Here’s the … Read more
Remove Duplicate Contacts in Dynamics CRM – Merge Feature
If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
Entering Microsoft Dynamics GP Registration Keys
Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do. Sometimes your Dynamics GP Registration Keys may need updating. For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more
Crestwood Associates Wins Acumatica US Partner of the Year
Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America. “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more
Sink or swim: A guide to surviving sales tax in 2017
Businesses may feel out of their depth as states look to test the waters on tax compliance in the coming year Sales and use tax compliance can be a complex problem for many businesses. It almost feels like you need a bowie knife to cut through the regulatory red tape, although knowledge may be a … Read more