A QuickBooks History Lesson It wasn’t too long ago that general ledgers and other financial data were kept by hand in notebooks or in rudimentary spreadsheets on the computer. Basic accounting software like QuickBooks soon followed (much to the pleasure of accounting departments everywhere), and it remains a great entry-level tool. But it hasn’t evolved … Read more
If not making a decision to implement or upgrade to a modern-day, cloud ERP is the decision you choose to make, your business isn’t going to grow. Learn about the financial effects of your non-decision in the new Aberdeen Group whitepaper “The Cost of Doing Nothing: Why You Can’t Afford to Sit on an ERP … Read more
Our Marketing department here at Crestwood decided to try out Microsoft Teams. I was leery at first, but I have to say, overall, it’s AWESOME! The more I use Teams, the less time I spend searching for emails, files, or switching between screens. Microsoft Teams has brought almost everything into one window. It truly is … Read more
If you’ve built your business on QuickBooks, you know it’s a great entry-level accounting solution. As your business flourishes, however, QuickBooks may not be able to keep up. There are telltale signs that you’ve hit your limits with your current systems and when those start to occur, your future growth will be stifled until you step … Read more
It’s that time of the year again, we are all scrambling to close out 2018 while planning for 2019. There’s a lot of new technology and tools to help, but most of us still resort to the tried and true – Microsoft Excel. If you’re not a pro with formulas, and auto fill – then … Read more
One of my favorite new features of Office 365 – 2016 is the get started quickly with the Start screen. This feature runs across the board with Microsoft Word, Excel, PowerPoint, and Publisher. The Start screen gives you quick access to the most recently used documents, or open other documents from local or cloud storage … Read more
Processing vendor payments in Dynamics 365 Business Central functions slightly differently than the other Microsoft Dynamics platforms. This video provides a quick walk-through of cutting checks in Dynamics 365 Business Central (and keeping your vendors happy!) Watch this short video, and see how it’s done!
You now can ask Microsoft what you want to do in the search box on the ribbon. This new feature runs across the board in the Office 365 suite of apps. All you have to do is type a keyword or phrase into the “Tell me what you want to do” and bingo, the tools … Read more
Maximize your research time with the integrated Smart Lookup in Microsoft Office products. Smart Lookup is a cool new feature I wish I had back in college. It makes research quick and easy. If you haven’t tried this out, you need to today! What is Smart Lookup? Smart Lookup is a way to research words … Read more
1. Automatic Updates to Well-Known Apps First, your company will always be on the latest version and will not need to worry about upgrading to latest and greatest. Office 365 Enterprise E3 is straightforward to use; most you have been using these products throughout your professional careers. Only difference is your data will be in … Read more
This week we’re going to talk about Microsoft Office 365 PowerPoint, what it’s used for, and how to set up a new presentation. First things first, you may ask yourself, what will I use PowerPoint for? PowerPoint is software used to create professional looking slideshow presentations. They can be displayed on projectors, big screen TVs, … Read more
How many of you found yourself working on a document and before you know it, the application you are using crashes? You think to yourself, “Oh I hope it saved!” I’ve lost plenty of documents, countless! It’s the worse feeling in the world; all that work you put in and just like that gone! Did … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more
Raise your hand if you have ever had problems dealing with Headers & Footers in Microsoft Word. Did you raise your hand? I know I did! My boss emailed me a couple weeks ago. “Lauren, can you remove the 3rd page? Every time I try, the footer disappears.” “Not a problem,” I replied, “see attached…” … Read more
Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … Read more
Before Closing Your Year, Check Your Account Posting Types Closing a fiscal year in Microsoft Dynamics GP when you have a General Ledger Posting Type marked incorrectly can be a hassle. Either you have a Balance Sheet account marked as Profit & Loss or you have a P&L account marked as a Balance Sheet account. … Read more
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
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
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
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
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
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
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
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