Adding images can be a terrific way to illustrate valuable information or add a decorative accent to existing text. We add images to documents to entice the reader to continue reading through a document or story. It gives the reader a visual of the pending story. If you’ve known Microsoft Word from its start, you … Read more
A wildly innovative adhesive company with extremely unique software needs enlists Crestwood to customize their Acumatica system to make it watertight. About Titan “What is the one thing that is going to change the [RV] industry and make it different moving forward?” That is the question that TITAN Sales & Consulting‘s founder Tobin Goode began … Read more
Have you ever had to go through your phone to delete photos or videos because you did not have enough space to add an app? If so, then read on. Just like Microsoft’s OneDrive for the computer, with the mobile OneDrive app, you can say goodbye to the hassle of moving photos, videos, and files … Read more
It’s that time of year again to think about closing the fiscal year. With many clients making the switch from Microsoft Dynamics GP to Microsoft Business Central, I’ve been asked many times, “how do I close the books in Business Central?” “Do you have an eBook on it?” or “is Crestwood going to have a … Read more
There really is not much users need to do to close the year in Acumatica; the financial year is closed automatically when you close the last period of the financial year. Thus, you should close the last period only when the company is ready to close the financial year. From a closing standpoint, the year-end … Read more
As the holidays approach, it makes me think of closing the fiscal year. Here is a checklist and the step-by-step process for closing out 2021 in Microsoft Business Central. As always, our team of support experts are here to help if you need anything. YEAR END CHECKLIST POST ALL OPEN JOURNALS: Payments, Deposits, Cash Receipts, … Read more
Who remembers saving your files to your local hard drive on your computer or to multiple floppy disks to keep them safe for future use? Sometimes you had to overwrite some of those files to save new ones because of the lack of space? No more worrying whether you have enough space on your local … Read more
We are all called upon, on occasion, to wear different hats and be responsible for things that may be outside the realm of our traditional job tasks. There is nothing wrong with learning something new and taking on additional responsibility, unless you are juggling more than what you can handle. Just because you can balance … Read more
If it seems like we just got back from Acumatica Summit 2021, it’s because we did! COVID craziness kicked back the annual January event into July this year, but Acumatica Summit returns again to the winter time slot for 2022 – January 23rd through the 28th. We suspect the folks at Acumatica just wanted to … Read more
Great Plains HR and Payroll Module Changes Some Microsoft Dynamics GP users will be seeing some changes in the upcoming years. The Human Resources and Payroll suites consist of four modules that provide existing functionality to Dynamics GP installations that will be discontinued in March of 2022. The four modules in question are: Payroll Extensions – … 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 Inter-Continental Cigar Corporation (ICC) was established in 1996 and is one of the fastest growing companies in the US cigar market. Headquartered in Miami, Florida, ICC is home to one of the largest cooler and freezer facilities in the US. Its salesforce covers the entire continental United States and Al Capone cigars are available … Read more
Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more
With the rise of virtual meetings and remote work becoming the new norm, the quality of calls and meetings on Teams has become incredibly important. Microsoft is “committed to ongoing improvements to Teams audio and video quality, through user-facing features and settings, to cutting-edge codecs and AI.” With that, I am going to walk you … Read more
Businesses and organizations outgrowing entry-level accounting software and those running legacy ERP applications struggle to adapt to today’s rapidly changing business environment. As a result, companies are hampered by high IT costs for one-off integrations and intrusive customizations, providing minimal functionality to grow into new markets. Modern cloud ERP applications like Acumatica empower businesses and … Read more
OK, is anyone else constantly thinking about reporting? Just me? Well in case there are more of you out there – let’s talk reporting in Acumatica. Acumatica’s out-of-the-box reporting tool is called ARM, or Analytical Report Manager, if you want to use its full name. This native reporting tool is one of the many reasons … Read more
The critical part of producing great content requires getting feedback from your colleagues. Years ago, we found ourselves comparing documents next to each other to see what changes were made, and whether to accept those changes. It was time consuming reading word for word in each document trying to spot the differences and not knowing if what … Read more
Year-end is coming too quickly – can you believe the year is almost over? For our Dynamics GP folks, it’s time to start looking at what needs to be done. October 2021 Dynamics GP Release Let’s start with the latest release – Dynamics GP 18.4. Microsoft has added a ton of functionality this time around. … Read more
This is the second consecutive year of an event that we all hope won’t become an annual one: the IRS announced changes yet again to the 1099-NEC form. There are minor changes to some boxes, and the 1099-NEC form is now three forms per page (where last year it was two). Form 1099-NEC sizing: there … Read more
Another Business Central RE-Implementation Case Study If I said to you: “their system is set up in USD,” would it raise any flags to you? What if I said that to your VAR partner? Would they be alarmed? You read our title correctly; even American companies working SOLELY in US dollars shouldn’t be setting up … Read more
No business should be without insights from it’s own data. Business Intelligence BI software is a must have for any company. Make sure you have the right solution and you get the best return on investment ROI from your software. Here are 8 things to make sure you have from your BI. “Being able to … Read more
Accurate reporting is paramount to making effective decisions in any business. In Microsoft Dynamics GP, SmartLists are a fantastic tool for organizing your data exactly how you need it. In Dynamics GP, there are out-of-the-box SmartLists already loaded in your system. Those are great places to start, but when is anything ever perfect right out … Read more
How much does Acumatica cost? Acumatica ERP is not a one-size fits all solution. Unlike many other ERP software applications that charge per user, Acumatica charges on a consumption basis. I’m Christine, an Account Executive here at Crestwood Associates. As an Acumatica Gold Certified partner and reseller, I am here to help you determine if … Read more
Occasionally, my manager would come to me and ask that I transfer a Word document into a PowerPoint. As you may know, transferring the information by copying from Word and pasting it into a PowerPoint slide can be time consuming. You can now save time creating PowerPoint presentations with this clever new feature in Microsoft … Read more