Auditing Feature Summary Let’s start with a refresher on what Auditing is in Acumatica and how to set it up. Acumatica’s ERP allows a user to track changes made to almost any Acumatica field. Let’s say you want to track whenever a credit line value is changed for a customer and when the Address Line … Read more
Many of our Acumatica clients have vendors with multiple locations and some of them require all billings to be sent to the individual location or you might run into other vendors that have different account managers who need to be contacted. This document will show you how to accommodate these vendor scenarios by customizing the … Read more
COLLABORATE, INNOVATE, ACCELERATE Connect with customers, partners, industry analysts, and Acumatica executives. Acumatica Summit is the perfect excuse to get away and stay at a luxurious resort in sunny Las Vegas. Not only do you get to enjoy everything the Wynn Las Vegas has to offer, from fine dining, casinos, golf club, spa, and shopping, … Read more
What is Log4j? Cyber attackers are making hundreds of attempts every minute to try and exploit a critical security vulnerability in the Java logging library, Apache Log4j. The Log4j flaw (also now known as “Log4Shell”) is a vulnerability that can allow unauthenticated remote code execution and access to servers. Log4j is used in many forms … Read more
A wildly innovative adhesive company with extremely unique software needs enlists Crestwood to customize their Acumatica system to make it watertight. About Titan “What is the one thing that is going to change the [RV] industry and make it different moving forward?” That is the question that TITAN Sales & Consulting‘s founder Tobin Goode began … Read more
There really is not much users need to do to close the year in Acumatica; the financial year is closed automatically when you close the last period of the financial year. Thus, you should close the last period only when the company is ready to close the financial year. From a closing standpoint, the year-end … Read more
We are all called upon, on occasion, to wear different hats and be responsible for things that may be outside the realm of our traditional job tasks. There is nothing wrong with learning something new and taking on additional responsibility, unless you are juggling more than what you can handle. Just because you can balance … Read more
If it seems like we just got back from Acumatica Summit 2021, it’s because we did! COVID craziness kicked back the annual January event into July this year, but Acumatica Summit returns again to the winter time slot for 2022 – January 23rd through the 28th. We suspect the folks at Acumatica just wanted to … Read more
The Inter-Continental Cigar Corporation (ICC) was established in 1996 and is one of the fastest growing companies in the US cigar market. Headquartered in Miami, Florida, ICC is home to one of the largest cooler and freezer facilities in the US. Its salesforce covers the entire continental United States and Al Capone cigars are available … Read more
Businesses and organizations outgrowing entry-level accounting software and those running legacy ERP applications struggle to adapt to today’s rapidly changing business environment. As a result, companies are hampered by high IT costs for one-off integrations and intrusive customizations, providing minimal functionality to grow into new markets. Modern cloud ERP applications like Acumatica empower businesses and … Read more
OK, is anyone else constantly thinking about reporting? Just me? Well in case there are more of you out there – let’s talk reporting in Acumatica. Acumatica’s out-of-the-box reporting tool is called ARM, or Analytical Report Manager, if you want to use its full name. This native reporting tool is one of the many reasons … Read more
This is the second consecutive year of an event that we all hope won’t become an annual one: the IRS announced changes yet again to the 1099-NEC form. There are minor changes to some boxes, and the 1099-NEC form is now three forms per page (where last year it was two). Form 1099-NEC sizing: there … Read more
How much does Acumatica cost? Acumatica ERP is not a one-size fits all solution. Unlike many other ERP software applications that charge per user, Acumatica charges on a consumption basis. I’m Christine, an Account Executive here at Crestwood Associates. As an Acumatica Gold Certified partner and reseller, I am here to help you determine if … Read more
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. For example, check out some of our other blogs posts on business event scenarios: Using Business Events for Approval Reminders in Acumatica Using Business Events to Create Transactions – … Read more
Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since the Sales Orders form supports the … Read more
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more
Acumatica Summit 2021 in Las Vegas did not disappoint. Advanced functionality, improved performance, and superior support were some of the payroll highlights our Crestwood clients are excited about. Day one, we heard from Jon Roskill, CEO at Acumatica. “We innovate our business and industry functionality at remarkable speeds, enabling us to deliver a future-proof platform … Read more
As part of our ongoing commitment to improving daily life for our customers, we have begun a regular cycle of updates to our Crestwood’s Add-On Products for Acumatica. Our dedicated developer is taking all the feedback we get from users, making changes and incorporating them into the next “release” of the products. This blog will … Read more
There are two questions eCommerce firms operating in a digital economy must be able to answer: What is an ERP solution and what are the best ERP solutions for eCommerce? The first question is easy, but the second one is more subjective. Let’s start with what an ERP solution is… Simply put, a cloud-based ERP … Read more
We’re at it again! If you loved reading all of our Cliff’s Notes on New Features for Projects in Acumatica 2021 R1, you’ll be even more intrigued with what has changed in the user interface. User Interface Form Subtitle Changes The Subtitles of the Forms have changed and include the Record Type, Record ID and … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
