As we approach the end of the year, it’s crucial to gear up for your 2023 tax filings. With significant changes in submission practices for W-2 and 1099 forms, staying informed and prepared is key. This year, the IRS has mandated that employers with ten or more forms, including W-2s and 1099s, must file electronically. … Read more
In today’s fast-paced business world, managing tax forms like 1099s, W-9s, W-2s, and 1095s can be a challenging task. However, with Avalara’s innovative tax automation solutions, this daunting process becomes a breeze, offering a seamless and efficient way to handle your tax filing needs. Paperless Process: Embracing the Digital Age Avalara revolutionizes the way we … Read more
In the world of accounting and finance software, QuickBooks has long been a stalwart, providing businesses with the tools they need to manage their finances. However, as businesses grow and their needs evolve, many are finding that QuickBooks no longer meets their requirements. Enter Acumatica vs QuickBooks discussion. Acumatica is a cloud-based Enterprise Resource Planning … Read more
Discovering the Latest Release of our Advanced Commissions Add-On Solution As businesses grow and evolve, so do their requirements and challenges. One such area of constant evolution is the management of commissions. The traditional systems, while effective for basic tasks, often fall short when businesses demand more flexibility and advanced functionalities. Crestwood Associates recognized … Read more
As you embark on your journey with Acumatica, understanding the intricacies of its security roles and permissions becomes essential. This guide aims to equip you with the knowledge and skills required to effectively manage user access within the Acumatica environment. Role-based Security in Acumatica: A Tailored Approach In Acumatica’s secure ecosystem, each user’s access is … Read more
Register OnDemand Searching for a new ERP system is challenging. That is why Acumatica is here to help. Analyzing traditional (legacy) ERP providers and leading Cloud ERP providers (like Acumatica) presents challenges in comparing the essential criteria that will help you determine which solution fits your needs better. Featuring: Phoenix Renovation and Restoration, Inc. … Read more
Many manufacturing ERP software systems are as embedded within organizations as the production equipment that powers them. Just like machinery that doesn’t evolve with the times, an ERP system can become outdated and painfully inefficient. And just as outdated equipment can slow down your whole production line, an outdated ERP system can keep your entire … Read more
How to Choose Between Enterprise Resource Planning Systems Your spreadsheets are in shambles. Your documents are in disarray. Your accounting is atrocious. Your customer service is crumbling. It’s definitely time for an enterprise resource planning (ERP) system. Now the question is, with so many types of enterprise resource planning systems to choose from, which one? … Read more
Top Features & Improvements in the Latest Acumatica 2023 R1 Update Acumatica, the cloud-based ERP system, has released its latest version, Acumatica 2023 R1, with several new features and improvements. This new version is designed to make business management more efficient and effective, and to help users streamline their processes and improve their bottom line. … Read more
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
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