Crestwood Blog

Dynamics 365 Import
Juliet Constantino
Juliet Constantino

How to define a CSV file to import bank statement information into Microsoft Dynamics 365 BC

Microsoft Dynamics 365 Business Central allows you to easily reconcile your bank accounts by importing transactions from your bank.  In order to match the transactions,  you need to have the proper format for Dynamics 365. Here’s how: The file format just needs to be defined and assigned to the bank account. In this example, I … Read more

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Dynamics SL Challenges
Gary Korby
Gary Korby

5 Microsoft Dynamics SL Challenges (and How to Address Them)

Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more

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Bank Reconciliation in Dynamics 365
Juliet Constantino
Juliet Constantino

Dynamics 365 Business Central:  How to Complete a Simple Bank Reconciliation

Microsoft Dynamics 365 Business Central offers automatic methods to reconcile your bank statement; such as importing a file with your bank statement information. However, I often find clients need to reconcile things manually in their system. In this blog, I am going to review the manual method for bank account reconciliation. The Payment Reconciliation journal … Read more

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Modifying Invoices in Dynamics 365
Juliet Constantino
Juliet Constantino

Modifying the Sales Invoice Format in Dynamics 365 Business Central Using Microsoft Word

Most businesses require some customization to their reports and documentation; such as invoices, sales orders, etc.  With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this.  You get the options and flexibility needed using the well known interface, Microsoft Word. Modifying the Sales Invoice format: In the following example, I … Read more

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Dynamics General Ledger
Juliet Constantino
Juliet Constantino

Import General Journals into Dynamics 365 Business Central with a Configuration Package

A simple configuration package can be created and used to import General Ledger Entries into Microsoft Dynamics 365 Business Central. This can be very helpful and save time when importing historical balances. Here’s How To set this up, start by using the global search for “configuration package”: Create a New package and provide the following … Read more

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Upload Budget with Dimension
Juliet Constantino
Juliet Constantino

Upload a Budget with Dimension Detail in Dynamics 365 Business Central

When you create a budget within Dynamics 365 Business Central, you can export it to Excel and have full access to all the great spreadsheet editing capabilities. This will allow you to quickly fill out all line items in the budget, and then simply import the budget back into Dynamics 365 Business Central.  Many times, … Read more

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Bank Reconciliation in Acumatica
Melissa Blassingame
Melissa Blassingame

How to Perform the Bank Reconciliation Process in Acumatica

Bank reconciliation is the bread and butter of all accounting systems – one of the most basic functions that almost every business needs to perform. Businesses upgrade to an advanced ERP to streamline the accounts receivable and accounts payable processes as much as possible. If you’re new to Acumatica, or just want a refresher on … Read more

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Dynamics 365 Personalization
Juliet Constantino
Juliet Constantino

Two Great Ways to Personalize Dynamics 365 Business Central Using Dimensions

In Microsoft Dynamics 365 Business Central, a dimension can be created by a user to help perform analysis on various documents. According to Microsoft, “dimensions are attributes and values that categorize entries so you can track and analyze them.” This helps organize data for sorting and analysis, without creating a bunch of separate GL accounts. … Read more

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Cash Payment in Dynamics GP
Juliet Constantino
Juliet Constantino

How the “Cash” Payment Method Affects Invoices in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central functions like every double-entry accounting system: its base modules provide all you need for accounts payable and accounts receivable. One helpful tip when entering invoices is to be aware of how the payment method that you select will ultimately affect how the invoice gets processed within the system. You can … Read more

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Business Attributes in Acumatica
Guillermo Pineda
Guillermo Pineda

An Intro to Acumatica Custom Attributes (Old vs. New Versions)  

One of our favorite systems just got better! Acumatica has some fresh new attributes and options available; these enhancements are designed to make your workflow run smoothly and allow you to be even more efficient. The latest changes make Acumatica even more intuitive and easier to use, from simple things like automatically updating input information … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Dynamics GP and Forms Printer – it slices & it dices!

Every organization has unique business processes, and tailoring solutions to meet, automate, and scale those processes can be very rewarding wins for your organization.  We had a rather unusual client requirement come through that we were able to accommodate in Microsoft Dynamics GP with the addition of Accountable Software’s Forms Printer application. The Problem A … Read more

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Top 10 Reasons to Upgrade from Quickbooks
Talin Topuzyan
Talin Topuzyan

10 Reasons Why It May Be Time to Upgrade from QuickBooks

As your business grows, you may find your organization struggling with the limitations of software designed for smaller concerns. Everyone has to start somewhere, so it’s only natural that you will eventually outgrow the systems you had at the beginning. This is particularly true of accounting packages. QuickBooks, for example, is a fantastic resource for … Read more

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New Features in Dynamics GP 2018 R2
Juliet Constantino
Juliet Constantino

Displaying the Vendor Document Number in the Purchasing All-in-One View

New Feature in Microsoft Dynamics GP 2018 R2 By popular user demand: The Vendor Document Number is now available on the “Purchasing All-in-One View” window. No more jumping from screen to screen and cross-referencing document numbers! This helps the user track the payments and credit documents together with the invoice they have been applied to. … Read more

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Acumatica Fabrication
Tom Bardwil
Tom Bardwil

What Should Companies in Fabrication Look for in ERP?

Those in the fabrication industry have unique needs—both in the form of project management, materials planning, and contracts, often needing more than a traditional manufacturing-focused ERP can provide. In an industry like yours, change is frequent—whether those are design changes, contract changes, or anything of the like, you need to remain agile enough to adapt … Read more

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