Crestwood Blog

Electronic Funds Transfer
Juliet Constantino
Juliet Constantino

How to setup EFT for payables and generate the ACH file using Dynamics 365 Business Central

Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more

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Acumatica Fabrication
Brian Hedgepeth
Brian Hedgepeth

How to Embrace the Digital Technology Revolution in the Fabrication Industry

Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more

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Customer Satisfaction with Acumatica
John Gabrys
John Gabrys

Are You Getting the Satisfaction You Deserve from Your ERP?

Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more

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Chuck Brady
Chuck Brady

Can the Risk of Ransomware be Eliminated with Cloud ERP?

There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more

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Regular Expressions in Acumatica
Juliet Constantino
Juliet Constantino

View Historical Transactions with Negative Amounts Based on Document Types (in SmartList Designer for Dynamics GP)

SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more

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Smartlist builder in Dynamics GP
Juliet Constantino
Juliet Constantino

How to Create a SmartList in Dynamics GP that Displays the Correct Email Address

SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more

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Quote to Cash - Get Paid
Chuck Brady
Chuck Brady

The Last Mile of Quote-to-Cash: Getting Paid

When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more

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Dynamics 365 Invoice Modification
Melissa Paglia
Melissa Paglia

Get Paid Faster by Creating the Best Invoice Possible in Dynamics 365 Business Central

You probably already know that you can email invoices directly from Microsoft Dynamics 365 Business Central with its seamless integration with Outlook. But the integrations don’t stop there. Did you know that you can take it a step further by accepting electronic payments using Microsoft Pay or PayPal? Do you know how easy it is … Read more

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Acumatica 2019 R1 Release
Jen
Jen

What do the Experts Think about Acumatica 2019 R1?

Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1.    Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more

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Learn Power BI Dashboards
Jen
Jen

Learn Power BI the Easy Way

Are you interested in Power BI?  Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.”  You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more

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Maximum Users for Dynamics GP
Brandon Richards
Brandon Richards

“Maximum Number of Users” Error in Dynamics GP 

We ran into an issue recently where client would receive the following error when logging into Microsoft Dynamics GP even though licenses are available:  “The maximum number of users are logged into the system.”  Clicking OK closes Dynamics GP.  What is also strange is that the “Users Allowed” and “Current Users” fields both show 0.   When logging in with SA, there are … Read more

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Microsoft OneDrive Versions
Wendy Zumpano
Wendy Zumpano

Restore Deleted or Missing Files with OneDrive Version Control 

Microsoft Office 365 provides so much more than just the ability to access Microsoft Office suite (Word, Outlook, PowerPoint, Excel, etc.) from any device.  One important feature (that I learned about the hard way) is the ability to restore deleted files with OneDrive version control.  What is OneDrive? When I first started with Crestwood, I didn’t understand OneDrive, the cloud storage service … Read more

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True Cloud vs Fake Cloud
Ben Borger
Ben Borger

Warning Signs You Might be Working with Fake Cloud Distribution Software

Distribution is a complicated business. Ensuring products flow properly, people work effectively, and cash moves smoothly is a necessity, but too often, processes get gummed up and technology becomes more of a hinderance than a help. This is especially true if you are relying on outdated or undersized technology for the job at hand. Unfortunately, … Read more

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