Crestwood employees have been working from home for quite some time now, but it’s an adjustment for us too. For me, I’m not used to having kids around 24 x 7. Therefore, that adds an interesting challenge to the day. No matter your situation, we want to help make things easier for you. We have … Read more
If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more
We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more
Recently when upgrading a GP client from their older version of GP 2015 to the latest GP release, build 18.2.1060, we ran into an error when trying to launch PSTL: We searched and located a new 18.2.4 version of the PSTL tool on the Microsoft Partnersource website that was released in October, but installing that … Read more
Change is hard. Shocking, right? Say you’re trying to get healthy. You go out and buy workout gear, get excited about your future self, and you make it to the gym for a day. You wake up the next morning sore—barely able to make it up the stairs—but are still willing to push through. A … Read more
Microsoft Dynamics GP is one of those reliable, familiar business management tools. Able to grow with your business, the product has been used by companies for decades. Better yet, with the announcement of their new “Modern Policy” starting in October 2019, Microsoft has made coming releases of Dynamics GP even more resilient and evergreen. However, … Read more
Tuesday, March 31, 2020 – 1:00 PM – 2:00 PM (CST) Register here! Our first monthly cloud workshop! You’ve heard all the benefits of Office 365 (Exchange Online, SharePoint Online, OneDrive for Business, Teams, etc.). In our first monthly cloud workshop, Ben Borger will walk you through what transitioning to O365 looks like and … Read more
Have you ever experienced this issue with Microsoft Dynamics GP? When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled. This is an easy fix. The steps below describe how to do this. First open SmartList. Next, go to Tools … Read more
We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup > Company > Company. Next, click Options. Then mark the box next to “Automatically post cash receipt deposits.” Click OK, and then … Read more
Microsoft recently released a fresh hotfix for Dynamics GP 18.2 in February 2020. This hotfix resolves a few different issues for Dynamics GP 18.2 users, but doesn’t affect other versions of the system. You should only look to install this hotfix if you’ve been seeing issues. If you haven’t, there’s no need to install the … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more
I was asked to write a blog on new features of the Microsoft Dynamics GP 2019 release. Since I’m not an expert, I turned to someone who is: Crestwood’s Mary Lenehan. Mary has been working with Dynamics GP for over 20 years, conducts all our year-end training seminars, and presents at GPUG conferences every year. … Read more
Missed our GP year-end events? No worries, here’s a recap of the important changes: W-4 form change for 2020 Changes for Employee Self Service W4 form and Cards | Payroll | Tax window (required table changes) No W-2 or ACA form or EFW2 electronic file changes No Payables form changes (1099s) Fixed Asset Luxury Auto Depreciation changes … Read more
Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more. With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more
The 2020 Round 1 tax update has been released. There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables. Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more
You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more
SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at a common request for viewing vendor details within SmartList: displaying the 1099 detail information for a given period. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) This will show you how … Read more
SmartList Designer Tips The next SmartList Designer tip is for the inventory module in Microsoft Dynamics GP. When you view the item master data view that comes out of the box, some fields like unit price and gross margin aren’t available to display as a column. This is because that data is stored in a … Read more
Microsoft just made an exciting announcement: the next release for Dynamics GP is dropping on October first of 2019, and will be called simply “Microsoft Dynamics GP.” You read that right! No year or version marker at the end. Dynamics GP has made the move to a “Modern Lifecycle Policy.” What is a Modern Lifecycle … Read more
After modifying the SOP Blank Invoice format in Microsoft Dynamics GP, I received this error message: “We’re sorry. We can’t open SOP Blank Invoice Form because we found a problem with its contents.” Clicking “Details” provides additional errors: Microsoft Office cannot open this file because some parts are missing or invalid. Location: Part: /word/footer2.xml, Line: … Read more
SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more
SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more
Valuation methods are what determines how the costs of inventory items are calculated. There are several different methods you can use in Microsoft Dynamics GP. I recently had a client question how the various Inventory Valuation Methods in Dynamics GP differ. In this client’s case, the valuation they were using did not make sense for … Read more
As I was working with a client, I experienced an issue getting Workflow Emails to send using a Google/Gmail account. Even though I entered all the necessary account and SMTP information, I couldn’t get the test email to go through the Workflow Setup window in Dynamics GP 2016. No Errors I attempted to send the … Read more