Tuesday, June 20th, 2019 at 11:00 AM – 12:00 PM (CST) Register Here! SmartLists for Dummies – and everyone else, too. Join Mary Lenehan for an hour-long SmartList crash course for all users. She’ll cover: Quick overview of SmartLists (including a basic walkthrough) SmartList export solutions SmartView Advanced SmartList and much more! Save … Read more
Here’s a true client story and how Crestwood helped. Customer: Lately, we have noticed that the time it takes to switch from one company to another is a lot longer. Is there anything that can be done to improve the amount of time to log on and switch companies? Crestwood: Hi, I wanted to reach … Read more
When your legacy Enterprise Resource Planning (ERP) solution is having trouble keeping up with your business, it’s important to weigh your options carefully before you decide whether to upgrade to a new version or make the switch to different software. I recently worked with a client to determine the best course of action for their … Read more
All accounting professionals know the importance of a well-designed Chart of Accounts (COA). Whether you’re new to Microsoft Dynamics GP or a seasoned veteran, you’ve pulled the COA report for yourself and the other business leaders within your company. Have you ever wanted to customize it, though? Our team gets this request a lot. Commonly-Requested … Read more
Every organization has unique business processes, and tailoring solutions to meet, automate, and scale those processes can be very rewarding wins for your organization. We had a rather unusual client requirement come through that we were able to accommodate in Microsoft Dynamics GP with the addition of Accountable Software’s Forms Printer application. The Problem A … Read more
New Feature in Microsoft Dynamics GP 2018 R2 By popular user demand: The Vendor Document Number is now available on the “Purchasing All-in-One View” window. No more jumping from screen to screen and cross-referencing document numbers! This helps the user track the payments and credit documents together with the invoice they have been applied to. … Read more
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
Is it time for you to upgrade Microsoft Dynamics GP? Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, new features, and it could potentially cost you more in the end. Should you make the move? Here are some things to consider and planning tips. Are you on an old version? … 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
I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines. Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more
Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more
Another new feature in the Microsoft Dynamics GP 2018 R2 release is the ability to select a default checkbook in the Payables Management setup window. The checkbook ID selected here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous versions, when a Payables batch was created using a … Read more
In previous versions of Microsoft Dynamics GP, any transaction posted from a sub-module that was not saved to a batch would automatically create a batch that had to be posted in the General Ledger. Not anymore! Users may now post through the General Ledger at the transaction level. Here’s how An additional checkbox has been … Read more
Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Maybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, … Read more
With the release of Microsoft Dynamics GP 2018 R2, you can now limit the use of the pay code during the Payroll Transaction Entry and Build Payroll Batch process. Dynamics GP 2018 R2 includes two additional fields for a Start Date and an End Date on the employee pay code maintenance window. If you’re familiar … Read more
Have your voice heard for getting the product features and enhancements you want into the next Dynamics product release! As new releases of Dynamics GP come out, there are great “What’s New” blogs and documents that capture the newest product features you can take advantage of if you decide to upgrade. But are you still … Read more
One of the most commonly asked questions from my Microsoft Dynamics GP customers is – how do I see how much I paid a certain vendor by GL account? For example: if you need to see all the legal fees paid to several different law firms, where do you go to get this information quickly … Read more
The Wisconsin Department of Revenue has a new requirement for wage payers and information filers for 2018. Yes, any employers and payers doing business in Wisconsin are required to file wage statements (W-2s) and information returns (e.g.,1099-MISC) with the Wisconsin Department of Revenue (DOR); however, for 2018, there is a new requirement. New Requirement: If … Read more
Crestwood Associates has been named to the 2018 Bob Scott’s VAR Stars list for the fifth consecutive year! Add another one to the trophy case! The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. Which, as you likely … Read more
We want to make sure you get the most out of your Microsoft Dynamics GP system. Crestwood Associates holds free, monthly webinars on various Dynamics GP topics. Here are some of our recent recordings. If you’re interested in attending our webinars, you can register here for our upcoming sessions. Need more help with Dynamics GP? Email our … Read more
It’s that time of year again: the air has grown crisp, the snow has started to fall, and Microsoft has released the year-end updates for Dynamics GP. No matter which version you’re currently running (Dynamics GP 2015, Dynamics GP 2016, or Dynamics GP 2018), there are three main items to note: some forms that stay … Read more
Get a Head Start on Year-End 2018 Start early and make 2018 a little easier. Here’s a checklist to get a head-start and prepare your Dynamics GP system for year-end. System Review: Be sure that your Backups are working correctly, and test the Restore process prior to Year-end. Not sure how to do this? Just … Read more
Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions. Here’s a quick guide … Read more
Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean. All the dates in Dynamics GP can be confusing. So, I created this handy overview to help you out. Basic User Dates Thanks to Jen Kuntz for her post. User Date: Your “User Date” … Read more