Crestwood Blog

Dynamics 365 Personalization
Juliet Constantino
Juliet Constantino

Two Great Ways to Personalize Dynamics 365 Business Central Using Dimensions

In Microsoft Dynamics 365 Business Central, a dimension can be created by a user to help perform analysis on various documents. According to Microsoft, “dimensions are attributes and values that categorize entries so you can track and analyze them.” This helps organize data for sorting and analysis, without creating a bunch of separate GL accounts. … Read more

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Cash Payment in Dynamics GP
Juliet Constantino
Juliet Constantino

How the “Cash” Payment Method Affects Invoices in Dynamics 365 Business Central

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

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Business Attributes in Acumatica
Guillermo Pineda
Guillermo Pineda

An Intro to Acumatica Custom Attributes (Old vs. New Versions)  

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

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Dynamics GP and Forms Printer – it slices & it dices!

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

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Top 10 Reasons to Upgrade from Quickbooks
Talin Topuzyan
Talin Topuzyan

10 Reasons Why It May Be Time to Upgrade from QuickBooks

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

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New Features in Dynamics GP 2018 R2
Juliet Constantino
Juliet Constantino

Displaying the Vendor Document Number in the Purchasing All-in-One View

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

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Acumatica Fabrication
Tom Bardwil
Tom Bardwil

What Should Companies in Fabrication Look for in ERP?

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

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New Features on Collections Management for Dynamics SL
Christine Jacob
Christine Jacob

Acumatica 2019 R1 Just Released! Take a Look at the New Features

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

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Attack on data
Jen
Jen

Horror Stories from the Vault – Ransomware Attack

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

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more

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SmartList Builder- Purchase Order
Mike Gordon
Mike Gordon

Dynamics GP SmartList Builder: Purchase Order Shipment Receipt and Matching Line Number

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

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