Crestwood Blog

Microsoft Office 365
Lauren Christoff
Lauren Christoff

Microsoft Office 365 Templates Galore, Oh My!  

While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family.   Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more

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Acumatica Basics
Melissa Blassingame
Melissa Blassingame

Acumatica Basics – How to Use Templates, Favorites, and Many More Quick Tips!

As strange as it may be to hear this from us, we admit that ERP implementations can sometimes be a pain. Which is why we’ve developed a new methodology for implementations that integrates training your people into the earliest stages of the implementation – instead of just being handed a fully-functioning system at the end … Read more

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video
Amber
Amber Tselios

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

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Amber
Amber Tselios

Acumatica 1099-NEC Reporting Changes

Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more

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General Ledger in Acumatica
Melissa Chang
Melissa Chang

Posting Recurring General Journal Entries Excluding the $0 Lines in Dynamics 365 Business Central

Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting.  If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more

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Microsoft Excel Tips and Tricks
Lauren Christoff
Lauren Christoff

The Basics of Excel PivotTables

Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with.  I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more

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D365 BC SMTP Setup
Melissa Chang
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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Microsoft Office
Lauren Christoff
Lauren Christoff

Microsoft Announces the Retirement of Office 2010! Have you upgraded Yet?

With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more

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Writeoff payments in GP
Mike Gordon
Mike Gordon

Writeoffs in Dynamics GP

I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time.  With this tool you can write off overpayments and underpayments quickly and easily for all customers, regardless of … Read more

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Crestwood Add-on Advanced Commissions
John Jones
John Jones

Advanced Commissions in Acumatica

Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more

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Quick Acumatica Tip
Jen
Jen

How to Create Sections in Acumatica Attributes

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system.  However, it’s become a … Read more

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Multifactor Authenticator
Ben Borger
Ben Borger

Crestwood Cloud: Now Offering Multifactor Authentication (MFA) for Dynamics GP & SL

Every day we hear about systems being attacked by hackers.  Securing your data is top priority.  By hosting your Dynamics GP or SL system in the Crestwood Cloud, you get peace of mind that your system is secure. We already offer multifactor authentication and single sign on for Acumatica through Azure AD, but extending it … Read more

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Teams Tips and Tricks
Lauren Christoff
Lauren Christoff

What is the Difference between Microsoft Teams and SharePoint? & How to Use Them to Help Locate Exactly What You Need

Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more

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