Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since the Sales Orders form supports the … Read more
In Microsoft Dynamics 365 Business Central, default dimensions are what we use to categorize entries so you can track and analyze them on documents throughout the system. Dimensions can, for example, indicate the project or department an entry came from on a sales order. You can set up default dimensions for anything. You may, though, … Read more
Raise your hand if you ever had to transcribe an audio file and was frustrated by the number of times you had to hit the rewind button and listen to the same sentence repeatedly? Well guess what, with Word’s Transcribe feature, you no longer need to click that rewind button on the recorder; Transcribe instantly … Read more
As we sit on the precipice of the next Microsoft Dynamics GP release (scheduled for October), we figured it was time to again check in with our Great Plains folks! Payroll Tax Updates The first thing we should note is the updated payroll tax tables. Late July saw Round 4 updates in Idaho, Kansas, New … Read more
One of the biggest threats to business continuity today is the threat of malware and ransomware. We’ve covered this topic a lot on our blog, but for good reason. Malware can halt operations with the single click of a link from a seemingly innocent email. Let’s look at some ways to ensure that you’re taking … Read more
Dynamics 365 Business Central is better than Dynamics GP or Dynamics SL. You must try it out. Just as we love classic cars, vinyl records, and drive-in theatres, we love Great Plains, Dynamics GP and Dynamics SL too! But sometimes nostalgia needs to take a backseat to efficiency. Microsoft Dynamics 365 Business Central is simply … Read more
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Even out of the box, Microsoft Dynamics 365 Business Central is intuitive and easy to use. Setting up and keeping an eye on your chart of accounts has never been easier. But it gets better: you can customize the way the chart of accounts is displayed using dimensions and filters. From the chart of accounts … Read more
How can I correct a posted transaction in Dynamics GP? Have you ever accidentally posted a journal entry incorrectly? Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides the ability to do … Read more
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
Microsoft’s Teams development team is at it again! There are so many new features released in July that are sure to make your next Teams meeting a successful one. Check out the new meeting features: Search Function Need an old recording but don’t know the date it was recorded or where to look? You can … Read more
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more
Crestwood Associates ranks in yet another top ERP reseller list. ORLANDO, Fla. (PRWEB) July 16, 2021 — Crestwood Associates has again been named to Accounting Today’s list of Top 100 VARs for 2021. The top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software, and are ranked … Read more
If you’re wondering what you can do to make your cloud environment more secure, you are certainly not alone. The incentives are higher than ever for attackers, and with the proliferation of internet connected platforms and applications, there are more avenues to exploit than ever before. Here are some tips you can use to reduce … Read more
In Microsoft Dynamics 365 Business Central, it’s easy to send a refund to a customer and the customer doesn’t need to be set up as a vendor record. If a credit memo document was posted for the customer, the refund can be applied to that credit memo. Or the refund can just go against the … Read more
Acumatica Summit 2021 in Las Vegas did not disappoint. Advanced functionality, improved performance, and superior support were some of the payroll highlights our Crestwood clients are excited about. Day one, we heard from Jon Roskill, CEO at Acumatica. “We innovate our business and industry functionality at remarkable speeds, enabling us to deliver a future-proof platform … Read more
Microsoft is the most common name in software and Azure, its Cloud offering, has quickly risen to be the number one choice for businesses using Cloud. As of last year, 57% of Fortune 500 companies relied on Azure for at least part of their Cloud solution. Why is Azure so popular? There are a number … Read more
Microsoft released the updated lifecycle roadmap for Dynamics GP. The dates show active development and support well into the future, 2028 and further, which indicates GP is here to stay. Since the October 2019 release of GP, Microsoft follows the Modern Lifecycle policy, which offers you continuous support and servicing, including fixes, new features, and … Read more
Something you may not know in Microsoft Dynamics 365 Business Central: monthly payables invoices can be set up in the Recurring General Journals window. The amounts can remain fixed or variable based on your needs. They will need to be posted each month and then they will remain out there for the next month with … Read more
Hurry, early bird pricing ends July 31st so register today. Register Here Get all your questions answered by Dynamics experts in every field. Spend 3 1/2 days immersing yourself in real world training, problem solving with like-minded peers and learning from hundreds of industry experts. This Summit will be packed with over 300 informative … Read more
I won’t keep you in suspense – MACROS! Yes, you can use the Macros tool in Microsoft Word to record any repetitive action and save yourself time and money! Even though Microsoft offers a number of import tools for Dynamics GP including Integration Manager, Table Imports, and eConnect and there are third-party tools available to purchase, such as Scribe … Read more
I could not personally tell you how long I have been waiting for Microsoft to release their Webinar platform in Teams. I could tell you the anticipation grew with every email from Microsoft teasing the release. Here at Crestwood we have been actively using GoToWebinar.com for all our webinar needs for as long as I … Read more
Microsoft Dynamics 365 Business Central always aims to make our lives easier. Did you know that in addition to the Purchase Invoice window, you can also enter payables invoices directly into the General Journal window? Even if the expenses need to be distributed across multiple G/L accounts, this method can be used. Another great feature … Read more