Have you ever had to go through your phone to delete photos or videos because you did not have enough space to add an app? If so, then read on. Just like Microsoft’s OneDrive for the computer, with the mobile OneDrive app, you can say goodbye to the hassle of moving photos, videos, and files … Read more
Posts by Lauren
Year-End Close: Dynamics GP vs. Dynamics 365 Business Central
It’s that time of year again to think about closing the fiscal year. With many clients making the switch from Microsoft Dynamics GP to Microsoft Business Central, I’ve been asked many times, “how do I close the books in Business Central?” “Do you have an eBook on it?” or “is Crestwood going to have a … Read more
Closing the Fiscal Year in Acumatica ERP
There really is not much users need to do to close the year in Acumatica; the financial year is closed automatically when you close the last period of the financial year. Thus, you should close the last period only when the company is ready to close the financial year. From a closing standpoint, the year-end … Read more
Closing the Year in Business Central: Step by Step Instructions
As the holidays approach, it makes me think of closing the fiscal year. Here is a checklist and the step-by-step process for closing out 2021 in Microsoft Business Central. As always, our team of support experts are here to help if you need anything. YEAR END CHECKLIST POST ALL OPEN JOURNALS: Payments, Deposits, Cash Receipts, … Read more
What do you know about Microsoft 365 OneDrive?
Who remembers saving your files to your local hard drive on your computer or to multiple floppy disks to keep them safe for future use? Sometimes you had to overwrite some of those files to save new ones because of the lack of space? No more worrying whether you have enough space on your local … Read more
Three More Reasons to Return to Acumatica Summit in January 2022
If it seems like we just got back from Acumatica Summit 2021, it’s because we did! COVID craziness kicked back the annual January event into July this year, but Acumatica Summit returns again to the winter time slot for 2022 – January 23rd through the 28th. We suspect the folks at Acumatica just wanted to … Read more
Simplify Tax Preparations with Deluxe Checks
Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more. With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more
Troubleshooting Bank Reconciliation with Business Central
Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more
Enhanced Audio and Video Features in Microsoft Teams Meetings
With the rise of virtual meetings and remote work becoming the new norm, the quality of calls and meetings on Teams has become incredibly important. Microsoft is “committed to ongoing improvements to Teams audio and video quality, through user-facing features and settings, to cutting-edge codecs and AI.” With that, I am going to walk you … Read more
Acumatica: How a Modern & Agile ERP System Can Grow Your Business
Businesses and organizations outgrowing entry-level accounting software and those running legacy ERP applications struggle to adapt to today’s rapidly changing business environment. As a result, companies are hampered by high IT costs for one-off integrations and intrusive customizations, providing minimal functionality to grow into new markets. Modern cloud ERP applications like Acumatica empower businesses and … Read more
Tracking Your Own Changes in Microsoft 365 Word Online
The critical part of producing great content requires getting feedback from your colleagues. Years ago, we found ourselves comparing documents next to each other to see what changes were made, and whether to accept those changes. It was time consuming reading word for word in each document trying to spot the differences and not knowing if what … Read more
Tax Year 2021 1099-NEC Form Changes for GP, SL, Acumatica, and Business Central
This is the second consecutive year of an event that we all hope won’t become an annual one: the IRS announced changes yet again to the 1099-NEC form. There are minor changes to some boxes, and the 1099-NEC form is now three forms per page (where last year it was two). Form 1099-NEC sizing: there … Read more
You Should NOT Set Up Business Central in USD – and Your Partner Should Know That.
Another Business Central RE-Implementation Case Study If I said to you: “their system is set up in USD,” would it raise any flags to you? What if I said that to your VAR partner? Would they be alarmed? You read our title correctly; even American companies working SOLELY in US dollars shouldn’t be setting up … Read more
8 Best Practices to get the Most out of Your Business Intelligence Software
No business should be without insights from it’s own data. Business Intelligence BI software is a must have for any company. Make sure you have the right solution and you get the best return on investment ROI from your software. Here are 8 things to make sure you have from your BI. “Being able to … Read more
Instantly Create PowerPoint Presentations Using Your Microsoft Word Document
Occasionally, my manager would come to me and ask that I transfer a Word document into a PowerPoint. As you may know, transferring the information by copying from Word and pasting it into a PowerPoint slide can be time consuming. You can now save time creating PowerPoint presentations with this clever new feature in Microsoft … Read more
What’s New in Business Central 2021 Wave 2
Pumpkin spice lattes are back; college football is underway; folks are pulling out the Halloween decorations. That means only one thing in Business Central world: it’s time for Wave 2. Microsoft is set to release their Dynamics 365 Business Central Wave 2 release in October, and WOW are there some exciting new features planned. Microsoft … Read more
Transcribe your Audio Files Free in Microsoft 365 Word
Raise your hand if you ever had to transcribe an audio file and was frustrated by the number of times you had to hit the rewind button and listen to the same sentence repeatedly? Well guess what, with Word’s Transcribe feature, you no longer need to click that rewind button on the recorder; Transcribe instantly … Read more
Bridge to the Cloud: Microsoft’s Latest Promotion for On-Premises Users
Dynamics 365 Business Central is better than Dynamics GP or Dynamics SL. You must try it out. Just as we love classic cars, vinyl records, and drive-in theatres, we love Great Plains, Dynamics GP and Dynamics SL too! But sometimes nostalgia needs to take a backseat to efficiency. Microsoft Dynamics 365 Business Central is simply … Read more
A Business Central RE-Implementation (Why Choosing the Right Partner is Important)
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Get Access to Acumatica’s Summit 2021 Keynote On Demand
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Keyboard Shortcuts for Acumatica Cloud ERP
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
Useful New Meeting Features in Microsoft Teams
Microsoft’s Teams development team is at it again! There are so many new features released in July that are sure to make your next Teams meeting a successful one. Check out the new meeting features: Search Function Need an old recording but don’t know the date it was recorded or where to look? You can … Read more
Crestwood’s Recap of Acumatica Summit 2021
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more
Accounting Today Recognizes Crestwood Associates as a Top VAR for 2021
Crestwood Associates ranks in yet another top ERP reseller list. ORLANDO, Fla. (PRWEB) July 16, 2021 — Crestwood Associates has again been named to Accounting Today’s list of Top 100 VARs for 2021. The top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software, and are ranked … Read more