Before you make any important business decisions, it is necessary to check the books. Can you afford to take on this project at this price, or will it strain the profit margin? Can we invest in new equipment this year, or do we need to put it off? Are the efforts we’ve been dedicating to … Read more
If you’re a visual person like I am, and you like things color coordinated, then you need to check out Color Categories in Microsoft Outlook. This feature has been around since 2010 and it’s a great way to get organized, and keep track of your emails. It helps me to sort and find my messages … Read more
When you notice that numbers in the books have mysteriously changed, it is likely not a glitch; it’s probably a manual entry that was rewritten. Many basic accounting software programs, QuickBooks included, allow any user to login and edit data at will, without any restrictions or an audit trail. Unless you keep a close eye … Read more
Here’s a quick and great way to speed up your reports – enable pre-filtering in Microsoft Dynamics 365. Pre-filtering is a feature that allows users to restrict the parameters of the data they are grabbing. It leverages the Microsoft Dynamics 365 Advanced Find filtering. For example, you may want to enable pre-filtering when running a … Read more
Have you ever needed to move a field from one Acumatica tab to another? You might want to organize your fields on the tabs to match your process. It will make your day go faster and easier. I’m going to show you how, without needing an Acumatica developer to help. However, keep in mind that … Read more
What is a portal? A portal is a website you can customize for your customers, partners, or employees. It is connected to your Microsoft Dynamics 365 environment so users are able to externally: Submit and review cases or knowledge articles Create and review sales opportunities Utilize forums for discussions, questions, or suggestions Can you envision … Read more
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
Crestwood Associates recently attended the 2019 Acumatica Summit and WOW, what a great week! Here are some of our highlights: We spent lots of face time with our clients, peers, and experts Christine and I attended the sold-out “Women in Technology” Luncheon We learned about great features in the new release of Acumatica 2019 R1 … Read more
Hopefully by now, you’ve upgraded to Acumatica 2018 R2! Acumatica is routinely adding new features and improving on current functions. Below are two quick how-to videos for two new functions; one for dashboards, and the other for the ARM reporting package. Stay tuned for more short how-to videos, and be sure to subscribe to our … 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
The Wisconsin Department of Revenue has a new requirement for wage payers and information filers for 2018. Yes, any employers and payers doing business in Wisconsin are required to file wage statements (W-2s) and information returns (e.g.,1099-MISC) with the Wisconsin Department of Revenue (DOR); however, for 2018, there is a new requirement. New Requirement: If … Read more
Crestwood Associates has been named to the 2018 Bob Scott’s VAR Stars list for the fifth consecutive year! Add another one to the trophy case! The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. Which, as you likely … Read more
We want to make sure you get the most out of your Microsoft Dynamics GP system. Crestwood Associates holds free, monthly webinars on various Dynamics GP topics. Here are some of our recent recordings. If you’re interested in attending our webinars, you can register here for our upcoming sessions. If you have questions or need some assistance, … Read more
Some businesses experience that holiday season lull, but not Crestwood Associates. It was all hands on deck to roll out seven – yes, seven – new Acumatica implementations in December and the beginning of January. Wow, we were busy. Kudos go out to our incredible team of rock stars! Each one of our clients had … 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
Switching to Dynamics 365 Business Central can enhance your ability to care for your customers and allow you to provide the type of service that keeps people coming back for more. If you want to set your business apart from the competition, differentiating based on service is one of the best ways to do so, regardless of the … Read more
It’s that time of year again: the air has grown crisp, the snow has started to fall, and Microsoft has released the year-end updates for Dynamics GP. No matter which version you’re currently running (Dynamics GP 2015, Dynamics GP 2016, or Dynamics GP 2018), there are three main items to note: some forms that stay … 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
Are you using our AP Inbox Assist add-on for Acumatica yet? If you aren’t, you’re missing out. Never chase down paper invoices again. Streamline your experience, from receipt of invoice to approval to payment. Our custom-made product is better than ever with these new features. Here is a list of three new things you can do with … Read more
If one of the hats you wear at work is that of a project manager, you know how frustrating it can sometimes be to tie together all of the details involved in a single project. You have assets to purchase and allocate, employee time sheets to approve and assign to the project, client invoices to … Read more
Over the course of seven weeks, Crestwood’s Microsoft Dynamics 365 Business Central experts presented a series of webinars, ranging from a high-level overview to deep dives into each individual module. What Is Dynamics 365 Business Central? Dynamics 365 Business Central is a cloud-based, all-in-one ERP solution for every department from accounting to sales. It looks … Read more
Whether you are shipping, receiving or need to manage existing inventory, you need a robust and intuitive set of tools to maximize efficiency and productivity. Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common frustrations and issues our clients experience. An overview … Read more