Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your emails in Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other email accounts to avoid missing important … Read more
Getting your entire team on board when introducing new software is always a challenge. User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more
I recently had a client who was trying to create a Report Writer report for a new Check Format. They were adjusting one of the existing check formats to create a Check Stub Stud Report. In order to do this, they had to move the first stub section to the body. They also had to move … Read more
Fresh off the press: here is what you need to know for January. Hopefully you’ve taken care of your 1099s and W2s, and are ready to take on 2021! U.S. Payroll Tax Update for Microsoft Dynamics GP Round 2 is here! As of January 22, all 50 states have been updated. Log into CustomerSource and … Read more
There are times when Microsoft Dynamics GP payable will skip a check number. Why does the system do this? First, if you have multiple users working in your system, Dynamics GP will place a lock on any check number in use and increments the Next Check number. For example, if one user is in a … Read more
Occasionally our team will get a request from a client seeking an answer to a question that isn’t easy to find on the web. We LOVE this. It allows us to flex our Dynamics GP muscles (or any ERP we support!) and solve somebody’s issue, even if it’s a small one. This is one such … Read more
As we’ve been hammering home, the IRS made changes to the ways that non-employee compensation is filed, depending on the nature of the income. It moved non-employee compensation from Box 7 on the 1099-MISC to its own form: the 1099-NEC. This would include all independent contractors, gig workers, or self-employed individuals who previously had their … Read more
As we discussed in a previous blog, Changes to 1099 Forms in Dynamics GP, the IRS announced 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. The other boxes have moved around. The … Read more
A client recently had some changes in their IT department that required the accounting department to no longer use the System Administrator (SA) user. In order to use an existing Dynamics GP user account or create a new user account with SA-level permissions, the following permission and access need to be assigned. Dynamics GP Steps … Read more
[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
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
I had a client recently inquire as to how to run a list of payables transactions they wanted to accrue. For example the client needed to see documents that were posted after July 31, 2020 and the Document Date was before August 1, 2020. They also needed to see the Account Number. In order to … Read more
Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more
This event is over (and it was great!) See the recording! Good news: 2020 is over! COVID-19 thwarted our plans for in-person events this year, but no fear; we’ll still walk you through year-end. Close out the year with Crestwood Associates in this special 2-hour webinar. Mary Lenehan, one of our in-house Dynamics GP … Read more
Everyone on Dynamics GP should temporarily halt any updates to Microsoft Office. We’ve been hearing about an issue that cropped up in the early September builds of Microsoft Office that is causing Word templates to fail to print in Microsoft Dynamics GP. When Word Templates are opened either to screen, to file, or in an … Read more
First, a big note: if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible. Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC … Read more
I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time. With this tool you can write off overpayments and underpayments quickly and easily for all customers, regardless of … Read more
Things to look for when reconciling your Accounts Payable Sub-Ledger (Accounts Payable Aging with Options) to the General Ledger: Inquire either detail or summary to your Accounts Payable – Trade account. If you use more than one account for accounts payable be sure that the accounts tie to: Vendor Class Payment Priority Range of vendors … Read more
Every day we hear about systems being attacked by hackers. Securing your data is top priority. By hosting your Dynamics GP or SL system in the Crestwood Cloud, you get peace of mind that your system is secure. We already offer multifactor authentication and single sign on for Acumatica through Azure AD, but extending it … Read more
A “Journal Printing Interrupted” error while posting sub ledger (AP, AP, Inventory, et cetera) transaction batches in Microsoft Dynamics GP can be among the most frustrating and cryptic error messages an ERP system can generate. This error only occurs during the posting process and generally is not manifested when a batch edit report is generated, … Read more
Crestwood clients run the gamut, in terms of size, from small sole proprietorships to massive Fortune 200 corporations. We’re proud to offer a variety of resources for every level of need; no one-size-fits-all approaches from us. Our clients rely on us for any combination of services, from providing and implementing their ERP, to complex support … Read more
Microsoft Dynamics 365 Business Central is expanding rapidly. Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security. Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more
If you’re a Dynamics GP or 365 Business Central customer and have been considering going paperless, now is your chance. Get started quickly with a free trial of KwikTag’s KwikStart’s Cloud program. This trial period includes: Up to 50 Users – all of whom can start attaching and viewing documents right away. Up and running … Read more
Please note: Dynamics GP 2015 will have no more updates. Now is the time to talk to your Crestwood Account Manager about an upgrade. Contact us today! Round 4 US payroll tax update changes The Round 4 US tax update has been released with changes for Idaho and Connecticut. Once installed the new date … Read more