ConCurrent: Crestwood's Integration Tool for SAP Concur and AcumaticaManaging expenses shouldn’t be complicated. But when your expense system and ERP don’t fully connect, it often leads to manual work, duplicate data entry, incorrect data, and unnecessary delays.That’s why the experts at Crestwood Associates built ConCurrent.What is ConCurrent?ConCurrent is a simple
Widgets are the tiles within Acumatica ERP dashboards that display specific data and offer drill-down capabilities to view this data. Widgets can be incredibly useful for employees to become more effective, organized, and efficient in managing their responsibilities. We will walk through creating a widget using a practical example for
Automate shipping, compliance, and eligibility decisions before order issues arise.What is Advanced Order Rules?Advanced Order Rules by Crestwood Associates enhances Acumatica’s ERP capabilities by automatically managing compliance, ensuring each order follows industry-specific shipping and distribution regulations without manual effort. It provides instant feedback on potential rule violations to prevent future
Leverage the Microsoft 365 license subscription, which includes Outlook and Teams, along with a Copilot license to Create Smarter Email and Meeting Management Workflows.Working Smarter with Microsoft 365 and CopilotIn today’s fast-paced work environment, staying organized is crucial. Copilot, integrated with Outlook and Teams, is an add-on license to Microsoft
The Acumatica Community Website provides a wealth of information, which can be overwhelming. We will present tips for navigating the Acumatica Community Website and subscribing to events and update emails in this blog. We will cover tips and tricks for searches and earning badges in our next Acumatica Community Website
Guest post by Gail Cole, Avalara This blog was originally published to the Avalara Tax Desk on January 26, 2024. Collecting, validating, storing, and renewing exemption certificates is a pain in the proverbial for many tax and finance departments. Yet some tax teams have reduced if not eliminated the burden
Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and
