Crestwood Add-ons get Certified by Acumatica
Amber
Amber Tselios

Three of Crestwood Associates’ Add-On Products for Acumatica are Certified for 2021 R1

Acumatica has recognized Crestwood’s Lockbox Processing, 360° Sales View, and Collections Management products for quality and usability with their latest version Schaumburg, Ill. and Orlando, Fla. – May 7th, 2021 Crestwood Associates is proud to announce the first slate of add-on products (Lockbox Processing, 360° Sales View, and Collections Management) have been recognized as Acumatica-Certified … Read more

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Acumatica CRM
Melissa Blassingame
Melissa Blassingame

The Latest in Acumatica CRM 

We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below. Business Accounts New Layout of Business Accounts Form The Details tab has been … Read more

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Microsoft Power Automate
William Schroeder
William Schroeder

Automate Repetitive Desktop Tasks With Power Automate Desktop

Good news! If you are an existing Windows 10 user, you can now download Microsoft Power Automate Desktop for free! Microsoft made this download available on March 2nd, 2021. Why Power Automate Desktop? Power Automate Desktop (formerly Microsoft Flow) will allow you to automate repetitive tasks such as mouse clicks and keyboard taps in much … Read more

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Lauren Christoff
Lauren Christoff

Employee Retention Credits: Extended and Expanded Opportunities (Webinar Recording)

This event has passed, but you can still view the recording! View the Recording   The Employee Retention Credit (“ERC”) is a refundable payroll tax credit for wages paid and health coverage provided by employers whose operations were either fully or partially suspended due to a COVID-19-related governmental order, or that experienced a significant reduction … Read more

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Acumatic 2021 R1
Jen
Jen

What’s Coming:  Acumatica 2021 R1

Save Time with Superior Usability Acumatica continues to enhance the user interface and flexible workflows. In 2021 R1, there is new mobile image recognition capabilities, better side panels, improved notifications and dashboards. Create CRM contacts from business cards using mobile image recognition AP Document recognition inventory ID search Navigate to external URLs from generic inquiry … Read more

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William Schroeder
William Schroeder

Watch Now! You NEED Power Platform… and Here’s Why!

Did you miss the Power Platform webinar? Have no fear, we recorded it. Click the button below to watch now! Watch Recording Here   If you have a computer (and I suspect you do!) you may have heard about Power Platform. Then you may have scrolled by, thinking you don’t have a use for it. … Read more

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Lauren Christoff
Lauren Christoff

Acumatica 2021 R1 – New Features & Upgrades (Webinar Recording)

This live event has passed, but you can still View the recording here!    Wait until you see what’s in store for this new release! Highlights of the major usability updates, like side panels on entry screens and auto-refresh High-level overview of new native Payroll module Massive updates to the Manufacturing Edition New reporting options … Read more

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Crestwood MVP award winners
Amber
Amber Tselios

Crestwood’s Rockstars Boast Six New Acumatica MVP Awards for 2020

Sure, Tom Brady just scored his fifth Super Bowl MVP award. However, Acumatica recently announced its latest slate of Acumatica MVPs, and the Crestwood Associates team brought home six MVPs! So, who’s the real G.O.A.T.* here? This marks the second consecutive year in which Crestwood was the most awarded company; i.e. no other Acumatica partner … Read more

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Awards
Amber
Amber Tselios

Crestwood Associates Wins Velixo’s (a top Acumatica ISV) Partner of the Year Award

The trophy case at Crestwood Associates is expanding yet again. Against some stiff competition, Crestwood came out on top as Velixo’s Partner of the Year for 2020. Velixo is an award-winning provider of Excel-based reporting solutions for cloud ERP solutions, namely Acumatica. “It’s such a treat to be named Velixo’s Partner of the Year. Our … Read more

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Crestwood Announcements
Amber
Amber Tselios

Crestwood Associates (a Top Acumatica/Dynamics Reseller) Changes Leadership

Crestwood Associates (a leading Microsoft Dynamics and Acumatica partner) is shaking up their leadership, leaving them poised for growth. SCHAUMBURG, Ill. February 12, 2021 — Among a flurry of new hires, the top of the organizational chart of Crestwood Associates is getting a makeover, as well. Most notably, a new CRO and COO. John Gabrys … Read more

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Building your business from the ground up
Lauren Christoff
Lauren Christoff

White Paper: 19 Brilliant Ways to Promote ERP & CRM User Adoption

Getting your entire team on board when introducing new software is always a challenge.  User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more

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Crestwood Recap 2020
Lauren Christoff
Lauren Christoff

A Look Back at 2020 for Crestwood  

Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad.  Crestwood has a lot to be thankful for in 2020.  First, we moved to a great new office in Schaumburg, IL.  Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more

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Acumatica Warehouse Managment System
Amber
Amber Tselios

Acumatica WMS Basics – A Warehouse Management System Extraordinaire

Let’s get personal in this blog post – in your author’s former life, I worked in a manufacturing plant. We had an ERP, too, and I had my hands in all aspects of the Warehouse Management System, from sales order processing to shipping/receiving to purchasing to payables/receivables (those reports don’t write themselves!) While interfacing with … Read more

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Acumatica 2019 R2 - Financial Features
Melissa Blassingame
Melissa Blassingame

ATTENTION ACUMATICA E-FILERS: The 1099-MISC and 1099-NEC files generated by the Create E-File form were not submitted electronically by the FIRE system

Please note: if you are using the FIRE system to file 1099-MISC/-NEC, the file structure is incorrect. Please reach out to your CAM or Crestwood support IMMEDIATELY for help installing the customization package to fix this issue. See the filing dates for 1099-MISC and 1099-NEC details. The problem: (Per Acumatica help files) The 1099-MISC and … Read more

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Amber
Amber Tselios

Crestwood Makes Bob Scott’s VAR Stars List for a 7th Year

Crestwood Associates has again been named to Bob Scott’s list of VAR Stars for 2020, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. This is Crestwood’s seventh consecutive year appearing on the list. The VAR Stars are chosen from organizations that sell and implement various types of … Read more

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Lauren Christoff
Lauren Christoff

Sales and Use Tax Changes for 2021 [Recorded Webinar]

This event is over, but you can still watch it by clicking below! Watch the recording A must-attend event for anyone who deals with sales and use tax, from Dynamics to Acumatica! COVID-19 greatly impacted sales and use tax in 2020, from temporary relief efforts to long-term changes, including a crackdown on remote seller tax … Read more

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Acumatica Community Forum
Colleen Schils
Colleen Schils

The NEW Acumatica Community Website

Are you using the Acumatica Customer Portal or Open University? Have you signed up for the new Acumatica Community Portal? Acumatica has launched their new Community website to bring communication together in one location to help to support users in a more streamlined fashion. If you do not have a Customer Portal login already, you … Read more

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