First, we’ll take a look at how to generate an aging report so we can see which invoices are outstanding and what their due dates are, and then we’ll look at how to actually complete the payment process to print and post checks for those invoices using the Suggest Vendor Payments screen. Viewing Outstanding Invoices The first step … Read more
Update – Microsoft has republished the Round 1 (12/16/2021) Dynamics GP updates with the new State and Federal tax table changes. Download the update here. This new update is still dated December 16, 2021 but includes the following items: Changes in January Round 1 update ICA Social Security Limit $147,000 Federal tax tables added 12/30/2021 … Read more
Microsoft Dynamics 365 Business Central strives to make accessing information as simple as possible. Business Central offers several different methods for viewing financial data within your system. This includes super-powered intuitive reporting, but also just setting up your day-to-day views to maximize efficiency. This is the first in a series of three blogs designed to … Read more
In 2015, Microsoft introduced the All-in-One View for Dynamics GP. The All-in-One View is a feature that allows users to easily view and track the complete transaction cycle for an entry (or group of related entries). It is available in the Purchasing, Sales, and Inventory modules. Sales All-in-One View View related sales documents in one … Read more
January is typically the time where many of us decide to get into shape. New year, new us! But what about our beloved Microsoft Dynamics GP? Look for these signs: Are transactions taking forever to post? Is running the reconcile process taking a long time? Are batches taking longer and longer? Do you find your … Read more
COLLABORATE, INNOVATE, ACCELERATE Connect with customers, partners, industry analysts, and Acumatica executives. Acumatica Summit is the perfect excuse to get away and stay at a luxurious resort in sunny Las Vegas. Not only do you get to enjoy everything the Wynn Las Vegas has to offer, from fine dining, casinos, golf club, spa, and shopping, … Read more
It’s our favorite time of year, the holidays and closing the books for GP! Here are some helpful updates and resources. As always, we are here to support you, so reach out with any questions and our Dynamics experts can help you. Important 2021 Tax Filing Dates January 31, 2022 – to employees and IRS/SSA … Read more
In my previous blog, we talked about how to add and format text around images in Microsoft Word. Next, I’m going to walk you through the Adjust functions of the Picture Format tool bar. We will cover: Remove Background Corrections Color Artistic Effects Transparency Compress Pictures Change Picture Reset Picture Remove Background Starting from left … Read more
What is Log4j? Cyber attackers are making hundreds of attempts every minute to try and exploit a critical security vulnerability in the Java logging library, Apache Log4j. The Log4j flaw (also now known as “Log4Shell”) is a vulnerability that can allow unauthenticated remote code execution and access to servers. Log4j is used in many forms … Read more
Adding images can be a terrific way to illustrate valuable information or add a decorative accent to existing text. We add images to documents to entice the reader to continue reading through a document or story. It gives the reader a visual of the pending story. If you’ve known Microsoft Word from its start, you … Read more
Have you ever had to go through your phone to delete photos or videos because you did not have enough space to add an app? If so, then read on. Just like Microsoft’s OneDrive for the computer, with the mobile OneDrive app, you can say goodbye to the hassle of moving photos, videos, and files … Read more
It’s that time of year again to think about closing the fiscal year. With many clients making the switch from Microsoft Dynamics GP to Microsoft Business Central, I’ve been asked many times, “how do I close the books in Business Central?” “Do you have an eBook on it?” or “is Crestwood going to have a … Read more
There really is not much users need to do to close the year in Acumatica; the financial year is closed automatically when you close the last period of the financial year. Thus, you should close the last period only when the company is ready to close the financial year. From a closing standpoint, the year-end … Read more
As the holidays approach, it makes me think of closing the fiscal year. Here is a checklist and the step-by-step process for closing out 2021 in Microsoft Business Central. As always, our team of support experts are here to help if you need anything. YEAR END CHECKLIST POST ALL OPEN JOURNALS: Payments, Deposits, Cash Receipts, … Read more
Who remembers saving your files to your local hard drive on your computer or to multiple floppy disks to keep them safe for future use? Sometimes you had to overwrite some of those files to save new ones because of the lack of space? No more worrying whether you have enough space on your local … Read more
We are all called upon, on occasion, to wear different hats and be responsible for things that may be outside the realm of our traditional job tasks. There is nothing wrong with learning something new and taking on additional responsibility, unless you are juggling more than what you can handle. Just because you can balance … Read more
If it seems like we just got back from Acumatica Summit 2021, it’s because we did! COVID craziness kicked back the annual January event into July this year, but Acumatica Summit returns again to the winter time slot for 2022 – January 23rd through the 28th. We suspect the folks at Acumatica just wanted to … Read more
Great Plains HR and Payroll Module Changes Some Microsoft Dynamics GP users will be seeing some changes in the upcoming years. The Human Resources and Payroll suites consist of four modules that provide existing functionality to Dynamics GP installations that will be discontinued in March of 2022. The four modules in question are: Payroll Extensions – … Read more
Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more. With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more
The Inter-Continental Cigar Corporation (ICC) was established in 1996 and is one of the fastest growing companies in the US cigar market. Headquartered in Miami, Florida, ICC is home to one of the largest cooler and freezer facilities in the US. Its salesforce covers the entire continental United States and Al Capone cigars are available … Read more
Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more
With the rise of virtual meetings and remote work becoming the new norm, the quality of calls and meetings on Teams has become incredibly important. Microsoft is “committed to ongoing improvements to Teams audio and video quality, through user-facing features and settings, to cutting-edge codecs and AI.” With that, I am going to walk you … Read more
Businesses and organizations outgrowing entry-level accounting software and those running legacy ERP applications struggle to adapt to today’s rapidly changing business environment. As a result, companies are hampered by high IT costs for one-off integrations and intrusive customizations, providing minimal functionality to grow into new markets. Modern cloud ERP applications like Acumatica empower businesses and … Read more
OK, is anyone else constantly thinking about reporting? Just me? Well in case there are more of you out there – let’s talk reporting in Acumatica. Acumatica’s out-of-the-box reporting tool is called ARM, or Analytical Report Manager, if you want to use its full name. This native reporting tool is one of the many reasons … Read more