Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more
Salesforce and Acumatica have spent the better part of their history in opposition to each other. Salesforce, touted by many as the first SaaS cloud product on the market, has delivered customer relationship management solutions via the internet for the last two decades. Acumatica, on the other hand, launched in 2008 to deliver a suite … Read more
Fabrication is a tough business. Commodities prices fluctuate rapidly, offshoring creates new competition, and new technologies present additional risk. It’s a perfect storm, and to weather it, you need to balance customer-centric business practices with demand for cost optimization, speed, and flexibility. Following our last blog discussing some of the things that fabrication companies including … Read more
Acumatica web-based ERP provides the robust dashboard capability that most Clients demand. Dashboards provide access to real-time information in consumable bites. You can view dashboards when you log into Acumatica through your web browser or view them on the Mobile App. So how do you move away from reporting and make this powerful tool work … Read more
Here’s a true client story and how Crestwood helped. Customer: Lately, we have noticed that the time it takes to switch from one company to another is a lot longer. Is there anything that can be done to improve the amount of time to log on and switch companies? Crestwood: Hi, I wanted to reach … Read more
We all strive for good data entry in any ERP system. The fact that we make critical business decisions off this data means we need clean, reliable data. Input validation helps to keep your data clean as it is getting entered into the system versus having to waste time cleaning it manually. Acumatica can help … Read more
Microsoft Dynamics 365 Business Central allows you to easily reconcile your bank accounts by importing transactions from your bank. In order to match the transactions, you need to have the proper format for Dynamics 365. Here’s how: The file format just needs to be defined and assigned to the bank account. In this example, I … Read more
When your legacy Enterprise Resource Planning (ERP) solution is having trouble keeping up with your business, it’s important to weigh your options carefully before you decide whether to upgrade to a new version or make the switch to different software. I recently worked with a client to determine the best course of action for their … Read more
Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more
For too many businesses, the payment process is flawed—64 percent of B2B payments are still made with checks according to industry magazine PYMNTS.com. In the B2B world, paper is still present in the beginning, middle, and end of the payment process. From increased time it takes to process and pay a paper invoice using a … Read more
Microsoft Dynamics 365 Business Central offers automatic methods to reconcile your bank statement; such as importing a file with your bank statement information. However, I often find clients need to reconcile things manually in their system. In this blog, I am going to review the manual method for bank account reconciliation. The Payment Reconciliation journal … Read more
Most businesses require some customization to their reports and documentation; such as invoices, sales orders, etc. With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this. You get the options and flexibility needed using the well known interface, Microsoft Word. Modifying the Sales Invoice format: In the following example, I … Read more
A simple configuration package can be created and used to import General Ledger Entries into Microsoft Dynamics 365 Business Central. This can be very helpful and save time when importing historical balances. Here’s How To set this up, start by using the global search for “configuration package”: Create a New package and provide the following … Read more
When you create a budget within Dynamics 365 Business Central, you can export it to Excel and have full access to all the great spreadsheet editing capabilities. This will allow you to quickly fill out all line items in the budget, and then simply import the budget back into Dynamics 365 Business Central. Many times, … Read more
When adding conditions or filters in Report Designer or Generic Inquiries in Acumatica, there are certain cases where you need to use the internal value of a list, or combo box (*). The internal values may be different than the external description you see, so we need a way to inspect them. These internal values … Read more
Bank reconciliation is the bread and butter of all accounting systems – one of the most basic functions that almost every business needs to perform. Businesses upgrade to an advanced ERP to streamline the accounts receivable and accounts payable processes as much as possible. If you’re new to Acumatica, or just want a refresher on … Read more
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
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
If you’re on Acumatica 2018 R2 and running Fixed Assets, there is a processing bug you should know about. Here’s what happens when you try to run the Transfer Report in the Fixed Assets module for Acumatica 2018 R2 build 18.203.0006. Error message: What is wrong with my Transfer Report? You are not able to … Read more
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