As we stroll through the tech graveyard, fondly remembering obsolete systems and tools (we hardly knew you, Skype for Business!), we notice that a fresh plot of land has been tilled, and the tombstone reads “Microsoft CustomerSource.” Here’s what happens when you click on your old CustomerSource bookmarks: Yes, that’s right – CustomerSource is now … Read more
Update 11/19/20 – Crestwood’s developers have created an inexpensive export solution called 1099-Xport. Find out if this product is right for you. As we discussed in a previous blog, Changes to 1099 Forms in Dynamics GP, the IRS announced big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC … Read more
First, a big note: if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible (so be sure to contact us today!) Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms … Read more
There’s no doubt that working from home can be challenging, especially if you don’t have an office full of equipment. If you don’t possess a printer, how do you execute documents that need a signature? If you are running Acumatica, you can integrate the signed documents directly into your system where they belong. There are … Read more
Microsoft Dynamics GP is one of those reliable, familiar business management tools. Able to grow with your business, the product has been used by companies for decades. Better yet, with the announcement of their new “Modern Policy” starting in October 2019, Microsoft has made coming releases of Dynamics GP even more resilient and evergreen. However, … Read more
Microsoft recently released a fresh hotfix for Dynamics GP 18.2 in February 2020. This hotfix resolves a few different issues for Dynamics GP 18.2 users, but doesn’t affect other versions of the system. You should only look to install this hotfix if you’ve been seeing issues. If you haven’t, there’s no need to install the … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more
Missed our GP year-end events? No worries, here’s a recap of the important changes: W-4 form change for 2020 Changes for Employee Self Service W4 form and Cards | Payroll | Tax window (required table changes) No W-2 or ACA form or EFW2 electronic file changes No Payables form changes (1099s) Fixed Asset Luxury Auto Depreciation changes … Read more
The 2020 Round 1 tax update has been released. There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables. Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more
Microsoft Dynamics GP has been a mainstay in the ERP community. Designed for small and mid-sized businesses who want a reliable and well-vetted solution, GP has evolved and grown to be one of the most trusted ERP vendors for this market. However, no matter how consistent this solution is, no matter how powerful, there are … Read more
When your legacy Enterprise Resource Planning (ERP) solution is having trouble keeping up with your business, it’s important to weigh your options carefully before you decide whether to upgrade to a new version or make the switch to different software. I recently worked with a client to determine the best course of action for their … Read more
All accounting professionals know the importance of a well-designed Chart of Accounts (COA). Whether you’re new to Microsoft Dynamics GP or a seasoned veteran, you’ve pulled the COA report for yourself and the other business leaders within your company. Have you ever wanted to customize it, though? Our team gets this request a lot. Commonly-Requested … Read more
Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more
One of the most commonly asked questions from my Microsoft Dynamics GP customers is – how do I see how much I paid a certain vendor by GL account? For example: if you need to see all the legal fees paid to several different law firms, where do you go to get this information quickly … Read more
Have you made your plans to go to Phoenix with me for GPUG Summit October 15-18? Great! Send me an email and we can meet up for a meal or a drink that week. Please let me know if you haven’t registered and I will send you a special code to save you 10%! GPUG … Read more
Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team. However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first. Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more
Are you using the Dynamics GP Fixed Asset module? You should be. You own it as part of the Starter Pack (if you are on GP 2013 or later). The Dynamics GP Fixed Asset module can do everything you need for your depreciable and non-depreciable assets. Here are 9 reasons for using the module: Group … Read more
Organizations are finding lots of value out of implementing workflows in their Dynamics GP systems. Recently, we helped a business set up one to put controls around their purchasing processes. You could use this for purchasing office supplies, raw materials, or items to support your distribution business. Additionally, it will help you go paperless and … Read more
I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more
We have many Crestwood clients planning to upgrade to Dynamics GP 2018 in the first quarter of 2018. You’ll want to consider upgrading too, especially if you are on Dynamics GP 2013 because mainstream support ends in April of 2018. This means no more updates, including year-end and payroll. Here’s an overview of the new … Read more
It’s here! Released December 1, 2017, Dynamics GP 2018 has finally arrived. There are many great new features available and here are the ones I’m most excited about. First, all the new Document Attach features. We’ve seen customers use this feature for years now, but in the new version, you can now attach to the … Read more
Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more