The trophy case at Crestwood Associates is expanding yet again. Against some stiff competition, Crestwood came out on top as Velixo’s Partner of the Year for 2020. Velixo is an award-winning provider of Excel-based reporting solutions for cloud ERP solutions, namely Acumatica. “It’s such a treat to be named Velixo’s Partner of the Year. Our … Read more
Crestwood Associates (a leading Microsoft Dynamics and Acumatica partner) is shaking up their leadership, leaving them poised for growth. SCHAUMBURG, Ill. February 12, 2021 — Among a flurry of new hires, the top of the organizational chart of Crestwood Associates is getting a makeover, as well. Most notably, a new CRO and COO. John Gabrys … Read more
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your incoming emails to other email accounts in Microsoft Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other … Read more
Getting your entire team on board when introducing new software is always a challenge. User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more
Wednesday, May 19, 2021 11:00 AM – 12:00 PM CST Register Here for Tips & Tricks for Dynamics GP! Whether you’ve been using Microsoft Dynamics GP for years or only a few weeks, there is always a reason to brush up on the updates to your software and hone your skills. Join us as we … Read more
I recently had a client who was trying to create a Report Writer report for a new Check Format. They were adjusting one of the existing check formats to create a Check Stub Stud Report. In order to do this, they had to move the first stub section to the body. They also had to move … Read more
Fresh off the press: here is what you need to know for January. Hopefully you’ve taken care of your 1099s and W2s, and are ready to take on 2021! U.S. Payroll Tax Update for Microsoft Dynamics GP Round 2 is here! As of January 22, all 50 states have been updated. Log into CustomerSource and … Read more
Around Summit last year, Acumatica announced a new implementation method called “FastTrack Deployment.” It was designed as a means of speedily getting a business up and running on the new system, using a series of pre-defined settings in the various modules – all at a fixed fee (more on this later). To paraphrase Todd Kuhns … Read more
Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad. Crestwood has a lot to be thankful for in 2020. First, we moved to a great new office in Schaumburg, IL. Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more
Let’s get personal in this blog post – in your author’s former life, I worked in a manufacturing plant. We had an ERP, too, and I had my hands in all aspects of the Warehouse Management System, from sales order processing to shipping/receiving to purchasing to payables/receivables (those reports don’t write themselves!) While interfacing with … Read more
Have you ever found yourself scrolling through hundreds of pages searching for specific information? Keyword searches are time consuming and do not necessarily locate what you need. So, how do you manage to find that info? The answer, you build a Table of Contents (TOC). In my previous blog, I talked about adding Styles to … Read more
Please note: if you are using the FIRE system to file 1099-MISC/-NEC, the file structure is incorrect. Please reach out to your CAM or Crestwood support IMMEDIATELY for help installing the customization package to fix this issue. See the filing dates for 1099-MISC and 1099-NEC details. The problem: (Per Acumatica help files) The 1099-MISC and … Read more
There are times when Microsoft Dynamics GP payable will skip a check number. Why does the system do this? First, if you have multiple users working in your system, Dynamics GP will place a lock on any check number in use and increments the Next Check number. For example, if one user is in a … Read more
Recently, I was assigned a project to format one of our product training manuals. Being a desktop publisher for over 20 years, my first initial thought was: Oh my! Who created this mess? The table of contents was broken, fonts were mismanaged, and the images were all over the place, not to mention the page … Read more
Crestwood Associates has again been named to Bob Scott’s list of VAR Stars for 2020, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. This is Crestwood’s seventh consecutive year appearing on the list. The VAR Stars are chosen from organizations that sell and implement various types of … Read more
This event is over, but you can still watch it by clicking below! Watch the recording A must-attend event for anyone who deals with sales and use tax, from Dynamics to Acumatica! COVID-19 greatly impacted sales and use tax in 2020, from temporary relief efforts to long-term changes, including a crackdown on remote seller tax … Read more
Occasionally our team will get a request from a client seeking an answer to a question that isn’t easy to find on the web. We LOVE this. It allows us to flex our Dynamics GP muscles (or any ERP we support!) and solve somebody’s issue, even if it’s a small one. This is one such … Read more
There is now more control available on the reversing date for recurring general journals in Microsoft Dynamics 365 Business Central. This is a new feature in the latest release. To start, navigate to Recurring General Journals and select the batch you would like to work with. You will need to personalize your window first to … Read more
Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more
With Covid still around, many people want to find a way to personalize their holiday greetings. But after handwriting messages and stuffing envelopes, the last thing you want to do is write out address after address. Check out this blog on how to set up a mail merge to print labels for your mailings. Let’s … Read more
We can’t stop talking about prepayments in Acumatica, and for good reason. It has been at the top of everyone’s must-haves list, and Acumatica 2020 R2 delivers it! If you require prepayment before you ship a product out to your customer, you now have that ability in Acumatica. You can now require a customer to … Read more
No matter what size your business is and which industry you’re in, the increase in remote workforces has also brought about an increase in hackers and ransomware attacks. Similar to the pandemic, hackers don’t discriminate, they target any and all businesses. Some data shows small to medium sized businesses are more of a target because … Read more
Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more
Does your Microsoft Outlook inbox get flooded with emails every day like mine? Ever wish they would magically move to another folder where you can view them later; so that you can concentrate on what is important. In this blog, I will teach you how clean up your inbox by using the Rules tool in … Read more