Crestwood Blog

Melissa

Cash Management in Acumatica – Part 2

Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or accepting credit cards for payment, … Read more

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Guillermo

Managing Your Favorites Menu in Acumatica

Do you use Favorites in Acumatica?  If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites.  That way you have quick access to them every day. Here’s some tips on how to manage your Favorites list: To add a new item to your Favorites list, … Read more

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Georgia

How to Create a New SmartList Using SmartList Designer

Recently, our support team helped a Crestwood customer set up some new SmartLists using SmartList Designer in Microsoft Dynamics GP.  We created this handy, how-to and wanted to share. Here’s how: Open SmartList (click the Dynamics GP button and then click SmartList) Click the New button at the top left of the SmartList window. Type … Read more

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Georgia

Why Should I Upgrade My ERP System?

Technology is constantly evolving.  With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest and greatest are worth it. The … Read more

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Bank Reconciliation in Dynamics 365
Lauren

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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Melissa

Cash Management in Acumatica – Part 1

Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges In order to use your … Read more

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William

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

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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