Crestwood Blog

Dynamics GP Error
Brandon Richards
Brandon Richards

Dynamics GP and SQL 2019 – Internal error: “An expression services limit has been reached”

With a recent Dynamics GP upgrade, we ran into a unique error message that we had not seen before: This error was appearing in various Navigation Lists in GP 2018 R2 on the latest version.  Examples of Navigation Lists impacted included the following: All Purchasing Transactions Purchase Orders Not Submitted Purchase Requisitions Pending Approval Other … Read more

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AP Bills and Adjustments in Acumatica
Christine Jacob
Christine Jacob

AP Bills and Adjustments: Using Pre-Release vs. Release in Acumatica

Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more

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Acumatica Upgrade
Colleen Schils
Colleen Schils

Upgrading Protects Your Business

During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared.  One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more

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Month End for Acumatica
Tiffany Bennett
Tiffany Bennett

Month-End Procedures for Acumatica

While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated and released/posted. All journal entries … Read more

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Cancel Drop Ship order in Acumatica
Tiffany Bennett
Tiffany Bennett

How to Cancel a Drop-Ship PO for Stock Items in Acumatica

A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices.  Sometimes we need to reverse a received and invoiced Drop Ship Purchase Order for Stock Items.  Here is … Read more

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Default Vendor Expense
Juliet Constantino
Juliet Constantino

Assign Default Expense Accounts for Vendors Using Purchasing Codes in Dynamics 365 Business Central

There is a feature in other accounting systems such as Microsoft Dynamics GP to assign a default expense/purchasing account to a vendor. This account then defaults as the debit when invoices are entered for that vendor. Good news! The same solution exists in Business Central using Recurring Purchase Lines to speed up data entry. The … Read more

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Dynamics 365 Coping Invoices
Juliet Constantino
Juliet Constantino

Copy Purchase Invoices to Speed Up Data Entry in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, when creating a new Purchase invoice, you can easily copy a previous posted or unposted invoice from any vendor. This is especially helpful if the same G/L accounts or amounts will be re-used. To create a New Purchase Invoice, enter the Vendor Name then go to the Actions>Functions and … Read more

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Currency Management in Acumatica
Lori Bolsinger
Lori Bolsinger

Beyond Borders: Why Currency Management Matters

Whether directly or indirectly, every business is a global business. Somewhere in the supply chain—from your suppliers’ suppliers to the customers of your customers—you’re part of the global business environment. Though this means increased risk, it also means increased opportunity. New customers, better prices, and lower shipping costs, the global marketplace has opened you up … Read more

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Default Expense Account
Juliet Constantino
Juliet Constantino

How to Define a Default Expense Account for Vendors in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, in order to define a default G/L expense account for different vendors, the vendor will need to have a specific General Business Posting Group assigned to it. [This is the next blog in a series of tips for using Dynamics 365 Business Central. For the previous Business Central tip … Read more

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Productivity Tips
Lauren Christoff
Lauren Christoff

OFFICE 365 UPDATE: No Better Way to Collaborate Other than Chat

Update from January 2020 Post: No Better Way to Collaborate Other than Chat Microsoft is eliminating the ability to initiate a chat directly with a co-author of Word, Excel, and PowerPoint document. This change will take affect mid-April (across the web, Windows, and Mac versions of Microsoft Office). Moving forward, users can communicate with others … Read more

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Building your business from the ground up
Amber
Amber Tselios

When Accounting Software Falls Short, ERP Delivers

If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more

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Enterprise ERP - Acumatica
Brian Hedgepeth
Brian Hedgepeth

Big-Time Innovation, Mid-Market Prices

So many things go into building a powerful ERP solution. Security, user experience, functionality, and more make up the many reasons that a company opts to use such a solution. However, it goes much further than that, according to a recent report from Technology Evaluation Centers. This report, Enterprise Resource Planning Solutions: How to Get … Read more

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Crestwood Work From Home
Lauren Christoff
Lauren Christoff

Working from Home – What to Expect and What to Keep in Mind

Now that “shelter in place” has swept the nation to curve the spread of the Covid-19 virus, most companies are adapting the Work from Home (WFH) model, allowing their employees to continue to work during the shutdown. Working from home is nothing new for Crestwood employees. This model was adapted almost a decade ago.  I … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Getting to a Remote Workforce

We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more

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