While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family. Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more
As strange as it may be to hear this from us, we admit that ERP implementations can sometimes be a pain. Which is why we’ve developed a new methodology for implementations that integrates training your people into the earliest stages of the implementation – instead of just being handed a fully-functioning system at the end … Read more
Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more
Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more
This event is over (and it was great!) See the recording! Good news: 2020 is over! COVID-19 thwarted our plans for in-person events this year, but no fear; we’ll still walk you through year-end. Close out the year with Crestwood Associates in this special 2-hour webinar. Mary Lenehan, one of our in-house Dynamics GP … 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
Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting. If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more
Staring at PowerPoint slides during your company meeting whether working remote or at the office can be a bit, here it is I’m going to say it… BOOORRRRRIIINNNING! Let’s be honest, company meetings with zero interaction with team members is no fun. After the first 15 minutes of just listening to the presenter, interest is … Read more
Many of us have our month-end close process down to a science, but it’s always nice to have a refresher and/or cheat sheet. Below, we’ll go through the various modules and the reports you’ll use for each. For even more detail, check out this blog from earlier this year. Receivables Reconcile Receivables to General Ledger … Read more
With fall upon us, construction—at least in the northern half of the US—starts to slow a bit. We hope you took into account this summer of where you stand and start thinking of what’s next. It’s time to take a look at your current business and get to know what you can improve. For many … Read more
Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with. I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more
Everyone on Dynamics GP should temporarily halt any updates to Microsoft Office. We’ve been hearing about an issue that cropped up in the early September builds of Microsoft Office that is causing Word templates to fail to print in Microsoft Dynamics GP. When Word Templates are opened either to screen, to file, or in an … Read more
New to Acumatica? Still trying to figure out how to find things such as files, forms, customer records, or help topics? Fret no more, find exactly what you are looking for with these tips. Start out by typing in a word, name, or phrase or the keyword that represents what you are looking for in … Read more
Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup. (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more
First, a big note: if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible (so be sure to contact us today!) Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms … Read more
With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more
So, you signed up for a free trial of Dynamics 365 Business Central. Now what? Take some time and get to know the product. See how easy and great it is, then contact Crestwood and we can get you set up with your own data to play with. There’s lots of ways to get familiar … Read more
I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time. With this tool you can write off overpayments and underpayments quickly and easily for all customers, regardless of … Read more
Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more
It’s here! The release date for the latest and greatest version of Acumatica 2020 R2. We’re all missing the in-person events, and the Acumatica Roadshows are no different. But there is still a way to capture the magic of the new product drop: a virtual launch party! Wednesday, September 16, 2020 10:00 AM (PDT) … Read more
Things to look for when reconciling your Accounts Payable Sub-Ledger (Accounts Payable Aging with Options) to the General Ledger: Inquire either detail or summary to your Accounts Payable – Trade account. If you use more than one account for accounts payable be sure that the accounts tie to: Vendor Class Payment Priority Range of vendors … Read more
Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system. However, it’s become a … Read more
Every day we hear about systems being attacked by hackers. Securing your data is top priority. By hosting your Dynamics GP or SL system in the Crestwood Cloud, you get peace of mind that your system is secure. We already offer multifactor authentication and single sign on for Acumatica through Azure AD, but extending it … Read more
Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more