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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Accounts Payable Strategy
Amber
Amber Tselios

How Do You Know if Your Accounts Payable Strategy is Working?

[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more

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Acumatica 2020 R2 Features
Lauren Christoff
Lauren Christoff

Acumatica 2020 R2 – Our Favorite Features of the New Release

Acumatica just released their 2020 R2 edition and presented new features in their recent Virtual Road Show, we asked Crestwood Sales what their favorite new features are. Here’s what they said! [Be sure to register for our upcoming Acumatica 2020 R2 new features webinar!] User-Friendly Upgrades in 2020 R2 Christine Jacob was especially impressed by … Read more

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Tips for Selling Virtually
Trisha LaVeck
Trisha LaVeck

Tips for Selling Virtually

You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more

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Acumatica Basics
Melissa Blassingame
Melissa Blassingame

Acumatica Basics – How to Use Templates, Favorites, and Many More Quick Tips!

As strange as it may be to hear this from us, we admit that ERP implementations can sometimes be a pain. Which is why we’ve developed a new methodology for implementations that integrates training your people into the earliest stages of the implementation – instead of just being handed a fully-functioning system at the end … Read more

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Amber
Amber Tselios

Webinar: Acumatica 2020 R2 – What’s New and Improved?

Tuesday, November 17th, 2020 11:00 AM – 12:00 PM (CST) Register Here!   It’s upgrade time! The theme of Acumatica latest release (2020 R2) is work smarter, not harder. Acumatica delivered several new features which improve upon the best-in-class functionality and utilize Artificial Intelligence/Machine Learning so you can do your best work. In addition, they’re … Read more

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Amber
Amber Tselios

Acumatica 1099-NEC Reporting Changes

Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more

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Crestwood Add-on Advanced Commissions
John Jones
John Jones

Advanced Commissions in Acumatica

Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more

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Quick Acumatica Tip
Jen
Jen

How to Create Sections in Acumatica Attributes

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system.  However, it’s become a … 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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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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