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Amber
Amber Tselios

Webinar: Tips and Tricks for Acumatica Financials

Wednesday, July 15, 2020 – 1:00 PM – 2:00 PM (CDT) Register here! Brush up on Acumatica basics! Join Crestwood’s Tiffany Bennett as we delve into some basics and helpful tips for using Acumatica’s financial module. You’ll see: Check printing tips Using ACH to pay bills Importing budgets Parent/Child relationships Inquiries to find data Utilizing … Read more

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Power BI
William Schroeder
William Schroeder

Power BI Report Server or Power BI SaaS: which is right for me?

Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution.  Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more

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Amber
Amber Tselios

Webinar: Enterprise Digital Transformation & Tax Compliance: Why Your Cloud Strategy Should Include Tax Automation

Tuesday, July 28, 2020 – 11:00 AM – 12:00 PM (CDT) Register here! New event presented by Avalara! Here’s the hard truth: If you want to be taken seriously as a global competitor in 2020, you can’t be relying on 20-year-old technology. Cloud is where business is headed. And if yours isn’t there yet, you’re … Read more

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Amber
Amber Tselios

Webinar: Teams, Stream, and Other Video Things: How to Make and Share Videos Using Office 365 Apps

Tuesday, July 28, 2020 – 11:00 AM – 12:00 PM (CDT) Register here! Become your office’s Steven Spielberg! The next in our series of Office 365 tips is a fun topic: using Teams and Stream for video creation. Here at Crestwood, our consultants use Teams to record demos for clients, send them to Stream to … Read more

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General Ledger in Acumatica
Tiffany Bennett
Tiffany Bennett

Setting up Control Accounts to keep Subledgers in Balance with the GL in Acumatica

Acumatica has added a new feature called Control Accounts in the 2019 R2 release.  This functionality prevents users from making manual entries to any GL Account marked as a control account.  As a result, it helps to keep the subledgers in balance with the General Ledger.  It’s a very helpful feature. Here is a list … Read more

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Setting Reminders for Business Events in Acumatica
Joel McDonnell
Joel McDonnell

Using Business Events for Approval Reminders in Acumatica

Acumatica introduced Business Events in Acumatica ERP 2018 R1. Business Events provide a platform to monitor data and events and create actions such as an email notification or an import scenario. Our clients have used Business Events for notifications on events such as: Additions of new customer locations to confirm tax settings. Purchase receipts created … Read more

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Business Events in Acumatica
Joel McDonnell
Joel McDonnell

Using Business Events to Create Transactions – Employee Birthday Checks

Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. This post will demonstrate the flexibility of Business Events and how they can be used to update business data. Our demonstration company has a practice of sending employees a … Read more

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Acumatica 2019 R2 - Financial Features
Melissa Blassingame
Melissa Blassingame

New Financial Features in Acumatica 2019 R2

Acumatica 2019 R2 was released in September, 2019 and included more than 100 improvements, enhancements, and new features.  The release notes are extensive covering additions in the platform, usability, financial management, project accounting, inventory and order management, construction, field service, and manufacturing.  Many of these new features were developed by user requests, to make Acumatica … Read more

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AP Bills and Adjustments in Acumatica
Christine Jacob
Christine Jacob

AP Bills and Adjustments: Using Pre-Release vs. Release in Acumatica

Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more

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Acumatica Upgrade
Colleen Schils
Colleen Schils

Upgrading Protects Your Business

During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared.  One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more

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Month End for Acumatica
Tiffany Bennett
Tiffany Bennett

Month-End Procedures for Acumatica

While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated and released/posted. All journal entries … Read more

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Cancel Drop Ship order in Acumatica
Tiffany Bennett
Tiffany Bennett

How to Cancel a Drop-Ship PO for Stock Items in Acumatica

A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices.  Sometimes we need to reverse a received and invoiced Drop Ship Purchase Order for Stock Items.  Here is … Read more

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Currency Management in Acumatica
Lori Bolsinger
Lori Bolsinger

Beyond Borders: Why Currency Management Matters

Whether directly or indirectly, every business is a global business. Somewhere in the supply chain—from your suppliers’ suppliers to the customers of your customers—you’re part of the global business environment. Though this means increased risk, it also means increased opportunity. New customers, better prices, and lower shipping costs, the global marketplace has opened you up … Read more

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Building your business from the ground up
Amber
Amber Tselios

When Accounting Software Falls Short, ERP Delivers

If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more

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Enterprise ERP - Acumatica
Brian Hedgepeth
Brian Hedgepeth

Big-Time Innovation, Mid-Market Prices

So many things go into building a powerful ERP solution. Security, user experience, functionality, and more make up the many reasons that a company opts to use such a solution. However, it goes much further than that, according to a recent report from Technology Evaluation Centers. This report, Enterprise Resource Planning Solutions: How to Get … Read more

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Crestwood Automation add-ons
Angela Stuart Mills
Angela Mills

What Benefits Can AP Automation Deliver for Your Company?

When you purchase from a supplier, they expect to be paid accurately, reliably, and in a timely manner. Driven in part by supplier demands and expectations, many organizations are looking for opportunities to automate their processes. While automation delivers a wide range of benefits, enhancing speed of payment and reducing the likelihood that exceptions and … Read more

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Sales Pitch
Brian Hedgepeth
Brian Hedgepeth

Stop the SLA Games: How Acumatica Delivers on their Promises

Features and benefits. Functionality and usability. Innovation and ability to execute. It’s so easy to look at software, company financial statements, and analyst reports to answer a variety of questions. These reports are out there to help you understand whether a vendor can provide what you need, whether or not the vendor is financially solvent … Read more

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