Acumatica CRM
Melissa

The Latest in Acumatica CRM 

We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below. Business Accounts New Layout of Business Accounts Form The Details tab has been … Read more

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Acumatica 2019 R2 - Financial Features
Melissa

ATTENTION ACUMATICA E-FILERS: The 1099-MISC and 1099-NEC files generated by the Create E-File form were not submitted electronically by the FIRE system

Please note: if you are using the FIRE system to file 1099-MISC/-NEC, the file structure is incorrect. Please reach out to your CAM or Crestwood support IMMEDIATELY for help installing the customization package to fix this issue. See the filing dates for 1099-MISC and 1099-NEC details. The problem: (Per Acumatica help files) The 1099-MISC and … Read more

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Acumatica 2019 R2 - Financial Features
Melissa

New Financial Features in Acumatica 2019 R2

Acumatica 2019 R2 was released in September, 2019 and included more than 100 improvements, enhancements, and new features.  The release notes are extensive covering additions in the platform, usability, financial management, project accounting, inventory and order management, construction, field service, and manufacturing.  Many of these new features were developed by user requests, to make Acumatica … Read more

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Acumatica 2020 R1 New Features
Melissa

Acumatica 2020 R1: New Financial Features

I know you probably love reading all the release notes for the new versions of Acumatica, but I’ll save you some time and give you the cliff notes.  Here is a list and screen shot of the new financial features in Acumatica 2020 R1. Banking Payables Receivables Fixed Assets Taxes Banking Validate External Transactions Form … Read more

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Error
Melissa

Reclassifying Batches in Acumatica

Do you have batches where one line that is recorded to a wrong account, subaccount, or branch?  You probably don’t want to reverse the whole transaction to fix it.  In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed,  instead of Reversing the whole … Read more

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Melissa

Closing Financial Periods in Acumatica

To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica.  If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more

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Melissa

Acumatica Version 6.0 AR Parent/Child Enhancements

If you already have Acumatica, you need to check these out!  If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about.  These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more

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Melissa

Cash Management in Acumatica – Part 2

Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or accepting credit cards for payment, … Read more

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Melissa

Cash Management in Acumatica – Part 1

Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges In order to use your … Read more

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