Accounts Payable Strategy
Avatar photo
Lauren

How Do You Know if Your Accounts Payable Strategy is Working?

[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more

Read More…

Microsoft Office 365
Avatar photo
Lauren

Microsoft Office 365 Templates Galore, Oh My!  

While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family.   Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more

Read More…

video
Avatar photo
Lauren

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

Read More…

''
Avatar photo
Lauren

Acumatica 1099-NEC Reporting Changes

Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more

Read More…

Navigating Acumatica
Avatar photo
Lauren

Easy Ways to Navigate Through Acumatica

New to Acumatica? Still trying to figure out how to find things such as files, forms, customer records, or help topics? Fret no more, find exactly what you are looking for with these tips. Start out by typing in a word, name, or phrase or the keyword that represents what you are looking for in … Read more

Read More…

Microsoft Office
Avatar photo
Lauren

Microsoft Announces the Retirement of Office 2010! Have you upgraded Yet?

With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more

Read More…

Crestwood Add-on Advanced Commissions
Avatar photo
Lauren

Advanced Commissions in Acumatica

Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more

Read More…

Quick Acumatica Tip
Avatar photo
Lauren

How to Create Sections in Acumatica Attributes

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system.  However, it’s become a … Read more

Read More…

Teams Tips and Tricks
Avatar photo
Lauren

What is the Difference between Microsoft Teams and SharePoint? & How to Use Them to Help Locate Exactly What You Need

Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more

Read More…

Avatar photo
Lauren

Moving GP to the Cloud: The Importance of Choosing the Right Partner

Crestwood clients run the gamut, in terms of size, from small sole proprietorships to massive Fortune 200 corporations. We’re proud to offer a variety of resources for every level of need; no one-size-fits-all approaches from us. Our clients rely on us for any combination of services, from providing and implementing their ERP, to complex support … Read more

Read More…

New Features in Dynamics GP 2018 R2
Avatar photo
Lauren

Microsoft Dynamics 365 Business Central 2020 Updates

Microsoft Dynamics 365 Business Central is expanding rapidly.  Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security.  Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more

Read More…

Dynamics GP 2020 Update
Avatar photo
Lauren

Microsoft Dynamics GP Summer Update

Please note:  Dynamics GP 2015 will have no more updates.  Now is the time to talk to your Crestwood Account Manager about an upgrade. Contact us today!    Round 4 US payroll tax update changes The Round 4 US tax update has been released with changes for Idaho and Connecticut.  Once installed the new date … Read more

Read More…

Crestwood Associates New Office
Avatar photo
Lauren

Moving in the Midst of a Pandemic

After spending 15 glorious years in Mount Prospect, IL, Partners Tim Thompson and Brian McGuckin moved Crestwood Associates to their new home at the Schaumburg Corporate Center, 1501 E. Woodfield Road in Schaumburg, IL. Moving is not easy, packing up, donating and purging unneeded items is very time consuming, not to mention difficult when you … Read more

Read More…