Crestwood Blog

Bank Reconciliation in Dynamics 365
Lauren Christoff

Reprinting Bank Reconciliation Reports in Dynamics GP

Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP.  Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere.   You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more

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William Schroeder

PSTL Company Copy for Dynamics GP

Microsoft includes a license with Dynamics GP for their “Swiss Army Knife” set of tools called the Personal Services Tools Library (PSTL).   One of these tools is Company Copy.  It is used to copy the setups from one company to a new one.  This is very useful for new Dynamics GP companies, implementations, or for … Read more

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Lauren Christoff

Dynamics GP – Your GL Summary Does Not Match Your GL Detail

You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match.  While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired.  This situation may cause your reporting software, such as Management Reporter … Read more

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Jen Jerzak

Where is That Window in Dynamics GP?

Do you ever feel like you’re wasting time looking for the right place to go in Dynamics GP? Or you don’t remember where something is? Well, I recently stumbled upon this cool little tool.  It allows you to enter in the name of a Dynamics GP window, and viola, it tells you exactly where to go. Additionally, … Read more

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Mike Aichinger

Handling Vendor Payments Made by Corporate Credit Cards in Acumatica

Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume is large. Typically, transactions processed … Read more

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Mike Aichinger

Configuring Acumatica to Handle Incoming Credit Card Payments

Most people, now days use credit cards for purchases.  One of the things Acumatica handles smoothly is the ability to process credit cards.   I’m going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If you’re using the Acumatica plug-ins for processing credit card payments, there are a … Read more

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