We often tell horror stories from the Crestwood Cloud. Our cloud team has experienced countless tales of triumph in the midst of bleak situations: A recovery effort after a massive cyberattack Migrating lost data from a faux-cloud Immediate thwarting of a ransomware attacker But today we bring you an exciting story of what happens when … Read more
Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution. Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more
In Microsoft Dynamics GP, a blanket purchase order lists a single item and its quantities that will be delivered in a series of shipments, usually on specific dates. Blanket purchase orders allow you to make long-term agreements with vendors to purchase the same item—usually to receive a volume discount or to be sure of obtaining … Read more
In Microsoft Dynamics GP, you can use customer or sales process holds to prevent any further sales to a customer. You may want to do this, for example, if the customer has an unpaid balance, a shipping address hasn’t been verified, or any other reason. You still can receive payments from customers on hold, but … Read more
Get your on-premise Dynamics GP or SL system safe and secure on the Crestwood Cloud. It’s secure, accessible, easier than you think, and can save you money. Before Covid-19, flexible work arrangements were a luxury. Today, they are essential in order to keep employees and families healthy and safe. Many businesses are realizing however, that … Read more
With a recent Dynamics GP upgrade, we ran into a unique error message that we had not seen before: This error was appearing in various Navigation Lists in GP 2018 R2 on the latest version. Examples of Navigation Lists impacted included the following: All Purchasing Transactions Purchase Orders Not Submitted Purchase Requisitions Pending Approval Other … Read more
Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template. Once you have modified the SOP invoice form that is in … Read more
If your business works with foreign vendors or customers, you might want to set up foreign currencies in Microsoft Dynamics GP. To use more than one currency, one must set up Multi-currency Management. I have had many clients ask me about copying and pasting in data from Excel, but unfortunately, you cannot use the ‘Paste … Read more
Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action. It’s fast and easy it … Read more
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
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
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