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
Acumatica Summit 2021 is fast approaching! With the end of the pandemic in sight, our team is thrilled to be taking part in the first live event in over a year and a half. Originally scheduled for January and then April, Summit is now set for July 18-23 at the Wynn Hotel on the Las … Read more
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
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
It is no secret that Acumatica is one of the best ERP systems available for small- to mid-sized businesses. However, even the BEST systems cannot possibly solve every single problem. And that is where the best VARs come in. Crestwood’s years of experience with accounting software has given our team the insight to know exactly … Read more
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
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
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
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
The future is digital, and the future is here… is your business ready? As we move further into 2021, there’s an app for almost everything. Which means, you can buy almost anything online. Your customers already are buying online – so if your business isn’t selling online, you’re behind the times. But, waiting to sell … Read more
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
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
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
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your incoming emails to other email accounts in Microsoft Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other … Read more
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
Around Summit last year, Acumatica announced a new implementation method called “FastTrack Deployment.” It was designed as a means of speedily getting a business up and running on the new system, using a series of pre-defined settings in the various modules – all at a fixed fee (more on this later). To paraphrase Todd Kuhns … Read more
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
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
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
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
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
We can’t stop talking about prepayments in Acumatica, and for good reason. It has been at the top of everyone’s must-haves list, and Acumatica 2020 R2 delivers it! If you require prepayment before you ship a product out to your customer, you now have that ability in Acumatica. You can now require a customer to … Read more
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
It’s the end of October, and Halloween is right around the corner, we like to break out the horror movies, tell ghost stories, and dress up in scary costumes. However, we find this enjoyable because we know it’s not real. But for many businesses, there are some very real horror stories that occur when they … Read more