Microsoft Dynamics 365 Business Central functions like every double-entry accounting system: its base modules provide all you need for accounts payable and accounts receivable. One helpful tip when entering invoices is to be aware of how the payment method that you select will ultimately affect how the invoice gets processed within the system. You can … 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
My goal this year is to become more efficient. To work toward that goal, I started using a tool called Rocketbook. It’s a physical notebook that can be written in with a special pen, scanned and uploaded, then erased and reused. It allows me to take notes at client meetings, snap a picture, and then … Read more
One of our favorite systems just got better! Acumatica has some fresh new attributes and options available; these enhancements are designed to make your workflow run smoothly and allow you to be even more efficient. The latest changes make Acumatica even more intuitive and easier to use, from simple things like automatically updating input information … Read more
Every organization has unique business processes, and tailoring solutions to meet, automate, and scale those processes can be very rewarding wins for your organization. We had a rather unusual client requirement come through that we were able to accommodate in Microsoft Dynamics GP with the addition of Accountable Software’s Forms Printer application. The Problem A … Read more
Have you ever received a suspicious email about your Office 365 account? It might seem legitimate, even with a Microsoft logo, but if you look close at the links or the email address it came from, it’s not from your company. Office 365 credentials are a hot commodity these days. You need look no further … Read more
As your business grows, you may find your organization struggling with the limitations of software designed for smaller concerns. Everyone has to start somewhere, so it’s only natural that you will eventually outgrow the systems you had at the beginning. This is particularly true of accounting packages. QuickBooks, for example, is a fantastic resource for … Read more
When was the last time you revisited your payables bill processing? What if I told you how to save 200 minutes of time each week per 100 invoices? That’s over 3 hours of processing time every week! Look what A/P Inbox Assist, an Acumatica add-on, can do: Reduces AP time by approximately 50% Eliminates data … Read more
New Feature in Microsoft Dynamics GP 2018 R2 By popular user demand: The Vendor Document Number is now available on the “Purchasing All-in-One View” window. No more jumping from screen to screen and cross-referencing document numbers! This helps the user track the payments and credit documents together with the invoice they have been applied to. … Read more
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
Those in the fabrication industry have unique needs—both in the form of project management, materials planning, and contracts, often needing more than a traditional manufacturing-focused ERP can provide. In an industry like yours, change is frequent—whether those are design changes, contract changes, or anything of the like, you need to remain agile enough to adapt … Read more
Is it time for you to upgrade Microsoft Dynamics GP? Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, new features, and it could potentially cost you more in the end. Should you make the move? Here are some things to consider and planning tips. Are you on an old version? … Read more
This January, Acumatica held its largest Summit to date with over 1,400 customers and over 85 Independent Software Vendors (ISVs). For those of you that were not able to attend, they released Acumatica’s latest version, 2019 R1. Here are the highlights of some of my favorite new features! Platform Usability Upgrades Multi-factor authentication Branch … Read more
When you look at ERP solutions, it pays to ask questions. You want to ensure that you make the right decision and find a solution that works for your business not only today, but in the future. For many businesses, the best place to start looking is the financial management module, the core of your … Read more
When you’re just starting out, QuickBooks is the default option. Easy to set up, familiar, and easy to use, the decision to use the product is usually an easy one. You made the decision years ago, and the software did its job. However, as your company grew, the software began to show its shortcomings. While … Read more
Ransomware Attack Have you ever encountered a ransomware attack? It’s not good. Here’s a true story. A Crestwood client was the victim of an attack. Their on-premise servers got rooted badly, they even encrypted all the backups. The attackers were demanding over $100,000 to get back their information. What would you do? The client decided … Read more
With today’s rapidly changing business ecosystem, legacy ERP systems are giving way to cloud services. This shift is giving small- and medium-sized businesses (SMBs) all of the advantages known to larger competitors with the bandwidth and revenue to support such IT efforts. In fact, Gartner predicts 17.3% growth in 2019 to total $206.2 billion in … Read more
Acumatica vs. NetSuite. Two true cloud options—but is there a true winner? At Crestwood Associates, we have been in the business of customizing, implementing, and delivering business-changing software for more than two decades. As one of the leading channel partners in North America, we would today like to explore the key differences and compare two … Read more
I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines. Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more
Increase cash flow and reduce collection times through automation There is an uptick in expectations around finance teams to be innovative as well as efficient. With this, more leaders in this area are looking for ways to work smarter, not harder. Modern CFOs are increasingly turning to cloud-based financial management systems to replace legacy ERP … Read more
Every business that sees the necessity of new ERP system software does so with the knowledge that ERP implementations can be challenging. Which leads to the question: is there someone who can do the big lifting, someone who can make the process a smooth and successful transition? We call that person the “champion,” and every … Read more
Acumatica uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … 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
As I was searching for a new topic for our Productivity Tips & Tricks, I came across this nifty tool called Dictate. Similar to voice to text on your mobile phone, this feature allows you (actually your fingers) to take a break from typing. What’s not to love about that? First thing, Dictate is only … Read more