When printing checks in Microsoft Dynamics 365 Business Central, there are a couple settings to be aware of. The following steps will guide you through selecting the correct check stock and printing the checks during payment journal processing. Step One: Double-Check the Check Stock First, select the proper format to match your pre-printed check stock. … Read more
In the wake of Acumatica Summit 2020 and on the precipice of the release of Acumatica 2020 R1, our team is looking forward and planning our year accordingly. Each new release provides us with a slate of new features to learn, so that we are best equipped to help YOU. So be sure to subscribe … Read more
Most don’t know this about me, but prior to joining Crestwood Associates, I was the Mail Merge Queen of the world. 😊 I’ve supported both sales and marketing departments for over 20 years, serving law firms, transportation, and the manufacturing industry. While in each of those positions, I’ve created hundreds of mail merges, from form … Read more
With the cold weather, short days, and snowy weather in the forecast, it’s officially slow season for the construction industry. Though we’re only a month or so from seeing business ramp up, you’re probably getting a bit stir crazy waiting for this to happen. We get it. However, you shouldn’t be letting this time go … Read more
It’s awards season—a time when everyone turns on the television to see if their favorite movie, television show, album, or musical took home the big prize for successes in the past year. While we can’t say whether Once Upon a Time in Hollywood or Joker will take home the prize for best picture, we can … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
I’m writing this with the Day 1 Keynote music still ringing in my ears. Wow – what a presentation. Acumatica 2020 R1 is going to have a lot of exciting new features (as always) but this felt special in some way. Maybe it’s because this is the first Summit since EQT Partners acquired Acumatica in … Read more
Why is the budgeting process so awful? It’s a question that seemingly pops up annually—usually right after the budgeting process wraps up. Here’s the thing. It doesn’t have to be. Here are just a couple ways to help it evolve. As we discussed in our last blog on the budgeting process, too often, the process … Read more
2020 is upon us. Not only does this mean a new year, it also means a new decade. However, while there are many articles looking forward at the big trends in the coming year, we’d like to take a moment to look back. Two years may not seem like a lot of time for a … Read more
Have you ever used Track Changes in Microsoft Word, or received comments on your spreadsheets in Excel, or even PowerPoint, then questioned why a certain change was made? You try to contact the person who made the edit, but can’t locate them, they’re either in a meeting, or on vacation. So, now you’re stuck until … Read more
I was asked to write a blog on new features of the Microsoft Dynamics GP 2019 release. Since I’m not an expert, I turned to someone who is: Crestwood’s Mary Lenehan. Mary has been working with Dynamics GP for over 20 years, conducts all our year-end training seminars, and presents at GPUG conferences every year. … Read more
A customer’s bank may require modifications to the ACH file that you send them from the Payables module during payment processing. Here are some steps to show how to modify or add additional fields and lines in that file. First, get the bank specifications from your customer or bank. In this scenario, Chase Bank required … Read more
It happens every year. Fire up the email and spreadsheets, it’s budgeting and planning season. The email leading up to the beginning of the process is sent out and a collective ‘ugh’ runs through your organization. Why? Because despite being a necessary way to set aside money, this annual tradition is inefficient, inflexible, and relatively … Read more
We get a lot of questions in support about how to process prepayments in accounts payable in Acumatica. Prepayments are used when you need to create an advance payment or a down payment to a vendor. There are two ways to create a prepayment. Standard way: enter the prepayment in the Bills and Adjustments screen. … Read more
I have noticed a ton of new videos, tutorials, documentation, and overall training materials coming out lately for Dynamics 365. Seems that the New Year is going to be booming for Dynamics 365! Here are a couple of recommended and free training places. Crestwood First, don’t forget, Crestwood has a YouTube channel with a playlist … Read more
Recently, Acumatica announced that 2018 R1 would be “retired” and no longer supported from the Acumatica team. I have had many discussions with the clients that I manage as to what it all means to them. We have clients who have different types of deployments which can play a major part on the decision of … Read more
2019 is coming to an end. However, leading up to the end of the year, there’s a holiday coming up, one that your employees may be heading home for. “Home” means different things to different people. For some, this may mean a few miles down the road, for others, it’s a cross-country flight away. Unfortunately … Read more
Missed our GP year-end events? No worries, here’s a recap of the important changes: W-4 form change for 2020 Changes for Employee Self Service W4 form and Cards | Payroll | Tax window (required table changes) No W-2 or ACA form or EFW2 electronic file changes No Payables form changes (1099s) Fixed Asset Luxury Auto Depreciation changes … Read more
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
The 2020 Round 1 tax update has been released. There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables. Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more
Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more
With Thanksgiving right around the corner, employees are heading home to see their relatives. It’s also a time for us all to take a second to look at the things we are thankful for, possibly eat a bit of turkey, and brace ourselves for the holiday season ahead. Are Manual Processes Replacing Gratefulness with Dread? … Read more
Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more