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Crestwood Blog

Melissa Blassingame
Melissa Blassingame

Emailing Customer Invoices & Vendor PO’s from Acumatica

I help many customers set up email functionality in Acumatica so they can email invoices to customers and PO’s to vendors.  There are 3 basic parts: Properly configure email functionality in Acumatica Set customer properties to receive emails Set vendor properties to receive emails Click on each step to view/download the PDF instructions.  If you … Read more

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Jen
Jen

Growth activities that can be life (and tax) changing

Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more

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Christine Jacob
Christine Jacob

What’s new in Acumatica 6.x – Part I

Check out all the new, time-saving features in Acumatica 6.x.  No matter what industry you’re in, there’s something new in Acumatica for everyone. Finance Distribution CRM And in the platform Here’s a highlight of Acumatica new features we know you’ll want to have: Finance: Approval of Accounts Payable Documents – Set single or multiple approvals … Read more

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Mike Aichinger
Mike Aichinger

Fund Transfers in Acumatica

In the Acumatica Funds Transfers window, you can transfer funds from one cash account to another and include related service charges.  Additionally, you can view the details of the recorded funds transfers. Funds can be transferred between accounts denominated to different foreign currencies. The system performs currency conversion by using the base currency and the … Read more

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William Schroeder
William Schroeder

Locking in SQL Server

Locking is a part of every SQL Server database.  It’s critical functionality and without it, we could not have multiple people working in the same database, at the same time.  It ensures data integrity, but can also cause some errors. Example: I was assisting a customer who found their Dynamics GP system was locked up … Read more

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Georgia Stewart
Georgia Stewart

Dynamics SL: AP Voucher and Adjustment Batch is Out-of-Balance and Will Not Release

Have you ever run into this in Microsoft Dynamics SL?  You created a Voucher and Adjustment Entry (03.010.00) batch and the batch will not release. So, you look at the event log and find there’s a message indicating the batch is out of balance but it provides no further information.   Ugh, what do you do?  … Read more

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Jen
Jen

Time Saving Keyboard Shortcuts

Why do people use keyboard shortcuts?  I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing.  I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more

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Georgia Stewart
Georgia Stewart

Microsoft Dynamics GP: Changing Currency Decimal Place for an Inventory Item with Manufacturing

There are times you might need to change the number of decimal places for inventory items in Microsoft Dynamics GP Manufacturing.  For example: Items might have been set up incorrectly You might have started purchasing a product from a different supplier, or international supplier and with the currency exchange rates, you want to track 3 … Read more

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William Schroeder
William Schroeder

How to Change an Inventory Site in Dynamics GP

Included in Microsoft Dynamics GP is the Professional Services Toolkit Library (PSTL).  This adds a lot of powerful functionality to help you solve common business problems. One of the tools is the Inventory Site Combiner.  It allows you to combine site/location codes without losing any data.  Let’s say you created an inventory location and you … Read more

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Lauren Christoff
Lauren Christoff

Statement of Cash Flow Tips for Management Reporter

The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR).  I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow Report I recommend starting with the Default Report … Read more

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