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
Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. For example, check out some of our other blogs posts on business event scenarios: Using Business Events for Approval Reminders in Acumatica Using Business Events to Create Transactions – … Read more
Pumpkin spice lattes are back; college football is underway; folks are pulling out the Halloween decorations. That means only one thing in Business Central world: it’s time for Wave 2. Microsoft is set to release their Dynamics 365 Business Central Wave 2 release in October, and WOW are there some exciting new features planned. Microsoft … Read more
Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since the Sales Orders form supports the … Read more
In Microsoft Dynamics 365 Business Central, default dimensions are what we use to categorize entries so you can track and analyze them on documents throughout the system. Dimensions can, for example, indicate the project or department an entry came from on a sales order. You can set up default dimensions for anything. You may, though, … Read more
Raise your hand if you ever had to transcribe an audio file and was frustrated by the number of times you had to hit the rewind button and listen to the same sentence repeatedly? Well guess what, with Word’s Transcribe feature, you no longer need to click that rewind button on the recorder; Transcribe instantly … Read more
As we sit on the precipice of the next Microsoft Dynamics GP release (scheduled for October), we figured it was time to again check in with our Great Plains folks! Payroll Tax Updates The first thing we should note is the updated payroll tax tables. Late July saw Round 4 updates in Idaho, Kansas, New … Read more
One of the biggest threats to business continuity today is the threat of malware and ransomware. We’ve covered this topic a lot on our blog, but for good reason. Malware can halt operations with the single click of a link from a seemingly innocent email. Let’s look at some ways to ensure that you’re taking … Read more
Dynamics 365 Business Central is better than Dynamics GP or Dynamics SL. You must try it out. Just as we love classic cars, vinyl records, and drive-in theatres, we love Great Plains, Dynamics GP and Dynamics SL too! But sometimes nostalgia needs to take a backseat to efficiency. Microsoft Dynamics 365 Business Central is simply … Read more
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Even out of the box, Microsoft Dynamics 365 Business Central is intuitive and easy to use. Setting up and keeping an eye on your chart of accounts has never been easier. But it gets better: you can customize the way the chart of accounts is displayed using dimensions and filters. From the chart of accounts … Read more
How can I correct a posted transaction in Dynamics GP? Have you ever accidentally posted a journal entry incorrectly? Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides the ability to do … Read more
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
Microsoft’s Teams development team is at it again! There are so many new features released in July that are sure to make your next Teams meeting a successful one. Check out the new meeting features: Search Function Need an old recording but don’t know the date it was recorded or where to look? You can … Read more
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more