Crestwood Blog

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Mike

Account Payable Check Batch Issue

We often run into Micorosft Dynamics GP errors with check batches.  Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that.  The problem is, when someone comes along to do a check run, the run will not complete.  If you can’t complete … Read more

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Lori

Date Format Formulas ARM

Some of the most common reporting questions I receive are around formatting dates.  All date formats are controlled by formulas entered in the Column Set.  You just need to enter them as their own line in the Header Section. Here are some tips to get you started. Acumatica Date Formats This formula gives you the Fiscal Period: … Read more

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John

Error Installing Management Reporter 2012

Error I was installing Management Reporter 2012 CU15 and got the following error: “Management Reporter Setup has ended prematurely” or it might state .NET 4.6 is not installed. Resolution: The fix is to run the Windows Server updates to update the server. This will then allow you to install Management Reporter successfully. The update that … Read more

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Mike

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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John

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
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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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Mike

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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Brandon

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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