When adding conditions or filters in Report Designer or Generic Inquiries in Acumatica, there are certain cases where you need to use the internal value of a list, or combo box (*). The internal values may be different than the external description you see, so we need a way to inspect them. These internal values … Read more
Bank reconciliation is the bread and butter of all accounting systems – one of the most basic functions that almost every business needs to perform. Businesses upgrade to an advanced ERP to streamline the accounts receivable and accounts payable processes as much as possible. If you’re new to Acumatica, or just want a refresher on … Read more
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
If you’re on Acumatica 2018 R2 and running Fixed Assets, there is a processing bug you should know about. Here’s what happens when you try to run the Transfer Report in the Fixed Assets module for Acumatica 2018 R2 build 18.203.0006. Error message: What is wrong with my Transfer Report? You are not able to … Read more
One of our favorite systems just got better! Acumatica has some fresh new attributes and options available; these enhancements are designed to make your workflow run smoothly and allow you to be even more efficient. The latest changes make Acumatica even more intuitive and easier to use, from simple things like automatically updating input information … Read more
As your business grows, you may find your organization struggling with the limitations of software designed for smaller concerns. Everyone has to start somewhere, so it’s only natural that you will eventually outgrow the systems you had at the beginning. This is particularly true of accounting packages. QuickBooks, for example, is a fantastic resource for … Read more
When was the last time you revisited your payables bill processing? What if I told you how to save 200 minutes of time each week per 100 invoices? That’s over 3 hours of processing time every week! Look what A/P Inbox Assist, an Acumatica add-on, can do: Reduces AP time by approximately 50% Eliminates data … Read more
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
Those in the fabrication industry have unique needs—both in the form of project management, materials planning, and contracts, often needing more than a traditional manufacturing-focused ERP can provide. In an industry like yours, change is frequent—whether those are design changes, contract changes, or anything of the like, you need to remain agile enough to adapt … Read more
This January, Acumatica held its largest Summit to date with over 1,400 customers and over 85 Independent Software Vendors (ISVs). For those of you that were not able to attend, they released Acumatica’s latest version, 2019 R1. Here are the highlights of some of my favorite new features! Platform Usability Upgrades Multi-factor authentication Branch … Read more
When you look at ERP solutions, it pays to ask questions. You want to ensure that you make the right decision and find a solution that works for your business not only today, but in the future. For many businesses, the best place to start looking is the financial management module, the core of your … Read more
When you’re just starting out, QuickBooks is the default option. Easy to set up, familiar, and easy to use, the decision to use the product is usually an easy one. You made the decision years ago, and the software did its job. However, as your company grew, the software began to show its shortcomings. While … Read more
With today’s rapidly changing business ecosystem, legacy ERP systems are giving way to cloud services. This shift is giving small- and medium-sized businesses (SMBs) all of the advantages known to larger competitors with the bandwidth and revenue to support such IT efforts. In fact, Gartner predicts 17.3% growth in 2019 to total $206.2 billion in … Read more
Thursday, April 25, 2019 at 12:00 PM to 1:00 PM (CST) Register Here! The new release of Acumatica 2019 R1 just dropped in March, and is full of customer-suggested improvements, new features, and enhanced functionality. Join Tom Bardwil of Crestwood as he gives you the scoop on all the updated features, such as: Branch … Read more
Tuesday, April 23, 2019 at 11:00 AM to 11:50 AM (CST) Register Here! Document management & process automation for Acumatica and Dynamics GP Whether you’re the CFO, AP Clerk, Accounting Manager, HR Manager, Sales or IT, what would it mean if you could spend less time touching documents, yet gain improved efficiency, visibility and control … Read more
Tuesday, May 7, 2019 at 11:00 AM to 11:30 AM (CST) Register Here! Built for users, by users Acumatica is great, but no ERP is perfect. Payables and receivables staff know this all too well, as the ones who actually USE the software on a daily basis. We know from talking to them … Read more
Acumatica vs. NetSuite. Two true cloud options—but is there a true winner? At Crestwood Associates, we have been in the business of customizing, implementing, and delivering business-changing software for more than two decades. As one of the leading channel partners in North America, we would today like to explore the key differences and compare two … Read more
Increase cash flow and reduce collection times through automation There is an uptick in expectations around finance teams to be innovative as well as efficient. With this, more leaders in this area are looking for ways to work smarter, not harder. Modern CFOs are increasingly turning to cloud-based financial management systems to replace legacy ERP … Read more
Every business that sees the necessity of new ERP system software does so with the knowledge that ERP implementations can be challenging. Which leads to the question: is there someone who can do the big lifting, someone who can make the process a smooth and successful transition? We call that person the “champion,” and every … Read more
Acumatica uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … Read more
Construction professionals struggle with many of the same challenges as those in other areas of business, but with an entire set of unique issues. Accounting and ERP software designed specifically for construction contractors, fabrication, home builders, subcontractors, specialty contractors, and land developers with the solutions they require to improve their bottom line, can help keep … Read more
Distribution businesses need real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. Customers and employees now expect to have complete information at their fingertips. Maybe you’re considering a new or upgraded ERP system? Cloud solutions can help, but only if they’re built the right way. Do you know the difference between … Read more
Before you make any important business decisions, it is necessary to check the books. Can you afford to take on this project at this price, or will it strain the profit margin? Can we invest in new equipment this year, or do we need to put it off? Are the efforts we’ve been dedicating to … Read more
When you notice that numbers in the books have mysteriously changed, it is likely not a glitch; it’s probably a manual entry that was rewritten. Many basic accounting software programs, QuickBooks included, allow any user to login and edit data at will, without any restrictions or an audit trail. Unless you keep a close eye … Read more