Since 2020, product distribution companies have faced rolling waves of worker shortages and supply chain disruptions, all amid a global economy that can best be described in one word: unpredictable. It should come as no surprise, then, that product distribution companies would increasingly look to ERP capabilities such as process automation to bridge gaps and … Read more
How to Leverage Acumatica’s Auditing in Code
Auditing Feature Summary Let’s start with a refresher on what Auditing is in Acumatica and how to set it up. Acumatica’s ERP allows a user to track changes made to almost any Acumatica field. Let’s say you want to track whenever a credit line value is changed for a customer and when the Address Line … Read more
Stop Running Financial Reports. Let Your ERP System Show You Data.
Financial management software provides businesses with a full array of accounting functions to record daily financial operations and generate quarterly and annual financial statements. It also provides tools for reporting, analysis, budgeting and planning. But do you really want reams of reports? No. What you really want is data. The right ERP system pulls everything … Read more
Why ERP Implementations Fail: How to Avoid the 7 Pitfalls
Gartner estimates that 55% to 75% of all ERP implementation projects fail to meet their goals and objectives. Considering these projects are at least several months long or, more typically, take years, the fiscal and cultural health of the entire company is at risk if they go wrong. To minimize disruption, you must have the … Read more
The New Commerce Experience: Everything You Need to Know About Microsoft’s Licensing Changes
Microsoft recently announced a change in how you can purchase and manage licenses through your Crestwood Cloud Solution Provider (CSP) Program. This change will impact the way you purchase Microsoft 365 licenses but fear not, Microsoft has launched the New Commerce Experience intending to reduce complexity and provide cost savings for long term commitments, while … Read more
Security Changes Impacting Dynamics GP Users
Why it’s important to schedule a GP upgrade as soon as possible: Microsoft is changing email security rules effective October 1, 2022, and it will impact Microsoft Dynamics GP users like you. Here are the three quick details to know: THE TIMELINE: On October 1, 2022, Microsoft will release changes to email security for Office … Read more
Dynamics GP Modern Lifecycle Client Will Not Open on a Windows Server? Try This!
Some users are reporting that only a splash page appears when trying to load Microsoft Dynamics GP on a Windows server. GP won’t launch or is stuck, and simply hangs there indefinitely. What’s going on? The Problem: Our expert Dynamics GP support team has helped fix this for a couple of our clients now. These … Read more
Arranging Images and Text in Microsoft Word
In my previous blog we went over the basics of applying image Styles to your photos. I showed you how to add different effects to your images, such as a drop shadow, glow, reflection, and more. In this blog we will cover the Arrange section of the Picture Format tool bar. We will cover the … Read more
Acumatica: Vendor Location Overrides
Many of our Acumatica clients have vendors with multiple locations and some of them require all billings to be sent to the individual location or you might run into other vendors that have different account managers who need to be contacted. This document will show you how to accommodate these vendor scenarios by customizing the … Read more
Enhance your Images in Microsoft Word with Picture Styles
In my previous blog, we talked about all the settings in the Adjust section under the Picture Format ribbon menu. I showed you how to remove the background of an image, adjust the brightness/contrast, change colors, artistic effects, and more. In this blog, we will explore the next section of the Picture Format tool bar … Read more
Vendor Payment Process in Business Central
First, we’ll take a look at how to generate an aging report so we can see which invoices are outstanding and what their due dates are, and then we’ll look at how to actually complete the payment process to print and post checks for those invoices using the Suggest Vendor Payments screen. Viewing Outstanding Invoices The first step … Read more
Dynamics GP Tax 2022 US Federal Tax Tables
Update – Microsoft has republished the Round 1 (12/16/2021) Dynamics GP updates with the new State and Federal tax table changes. Download the update here. This new update is still dated December 16, 2021 but includes the following items: Changes in January Round 1 update ICA Social Security Limit $147,000 Federal tax tables added 12/30/2021 … Read more
General Journal Views in Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central strives to make accessing information as simple as possible. Business Central offers several different methods for viewing financial data within your system. This includes super-powered intuitive reporting, but also just setting up your day-to-day views to maximize efficiency. This is the first in a series of three blogs designed to … Read more
Dynamics GP All-in-One View
In 2015, Microsoft introduced the All-in-One View for Dynamics GP. The All-in-One View is a feature that allows users to easily view and track the complete transaction cycle for an entry (or group of related entries). It is available in the Purchasing, Sales, and Inventory modules. Sales All-in-One View View related sales documents in one … Read more
Dynamics GP System Running Slow? Help it slim down with CDA
January is typically the time where many of us decide to get into shape. New year, new us! But what about our beloved Microsoft Dynamics GP? Look for these signs: Are transactions taking forever to post? Is running the reconcile process taking a long time? Are batches taking longer and longer? Do you find your … Read more
Are You Attending Acumatica Summit?
COLLABORATE, INNOVATE, ACCELERATE Connect with customers, partners, industry analysts, and Acumatica executives. Acumatica Summit is the perfect excuse to get away and stay at a luxurious resort in sunny Las Vegas. Not only do you get to enjoy everything the Wynn Las Vegas has to offer, from fine dining, casinos, golf club, spa, and shopping, … Read more
Microsoft Dynamics GP Year-End Update
It’s our favorite time of year, the holidays and closing the books for GP! Here are some helpful updates and resources. As always, we are here to support you, so reach out with any questions and our Dynamics experts can help you. Important 2021 Tax Filing Dates January 31, 2022 – to employees and IRS/SSA … Read more
Adding artistic effects, changing colors and so much more with images in Microsoft Word
In my previous blog, we talked about how to add and format text around images in Microsoft Word. Next, I’m going to walk you through the Adjust functions of the Picture Format tool bar. We will cover: Remove Background Corrections Color Artistic Effects Transparency Compress Pictures Change Picture Reset Picture Remove Background Starting from left … Read more
Log4j Vulnerability and ERP Solutions
What is Log4j? Cyber attackers are making hundreds of attempts every minute to try and exploit a critical security vulnerability in the Java logging library, Apache Log4j. The Log4j flaw (also now known as “Log4Shell”) is a vulnerability that can allow unauthenticated remote code execution and access to servers. Log4j is used in many forms … Read more
How Do I Add Text Around a Picture in Microsoft Word?
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
What is the OneDrive Mobile App and Why Do I Need It?
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
Year-End Close: Dynamics GP vs. Dynamics 365 Business Central
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
Closing the Fiscal Year in Acumatica ERP
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
Closing the Year in Business Central: Step by Step Instructions
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