Wednesday, October 30th, 2019 11:00 AM – Noon (CST) Register Here! You’ve attended our “MR Basics” webinar; now join us for the advanced class! Join Crestwood for a FREE 60 minute session on Advanced Topics in Management Reporter. In this webinar you will learn: Using the Report Wizard Forecast Report Statement Of Cash Flows … Read more
What happened? Remember Y2K? Well this isn’t nearly as bad, but a new Microsoft Dynamics SL bug surfaced recently (on June 6th, 2019) for many users. You could be receiving a “SQL Server Message 517” when running the Credit Manager’s Assistant screen without specifying a date range. The reason for this has to do with … Read more
Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … 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
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
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
I recently had a customer call me and describe that their batches were taking a long time to release in Microsoft Dynamics SL. They have Cash Manager installed and configured properly, but any batches in Cash Manager, Check, or AP Payments, were taking forever to release. They even tried to cancel the release and redo … 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
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
We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018. In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more
How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster? Like it or not, data loss does happen. Systems fail, servers die, and power surges. If you don’t have a disaster … Read more
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone doesn’t often drive meaningful change; … Read more
Do you have daily imports for Microsoft Dynamics SL that you wish you could automate? Maybe you’ve inquired about automating them, and were told “if you had the Application Server, you could automate it then.” Well, good news: you don’t need the Application Server module. You can create a simple process for automating an import … Read more
How quickly can you navigate around in Microsoft Dynamics SL? I’m always in awe of people who can do things twice as fast as I can. I’ll let you in on their secret: use Keyboard Shortcuts! Not only does using keyboard shortcuts make you faster, but it will make you look really cool in the … Read more
One of the exciting new product enhancements in Microsoft Dynamics SL 2018 is the Approvals function. With the simple click of a button, you can enable and customize an approvals process for A/P invoices that will allow a user or user group to quickly double-check an entry. This will automate your approval process within Dynamics … Read more
Entering budgets directly into Dynamics SL can be a tedious task. No one wants to enter budgets one account or subaccount at a time. To save time and reduce mistakes, it is easier to enter the budget information into Microsoft Excel first, in the proper Dynamics SL format, and then import it. Steps to import … Read more
Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL. However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity. What’s going on? Where are … Read more
We get a lot of questions in regards to check printing. Here are four helpful tips: The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen. Use the “Payment Selection” screen when you are trying to select documents by Pay Date, Batch Nbr, or other … Read more
Many of our Dynamics SL clients have had an issue when trying to void a check and receive the following error: Check status is not outstanding, please reenter. The Fix: In most cases, we found this problem is caused by a previous attempt to void the check and the batch has been saved and … Read more
Don’t miss out on a great tool, start using Microsoft Dynamics SL Web Apps today! Microsoft has put a great deal of resources into updating and releasing new web apps every month. Here are some of my favorites. What are Dynamics SL Web Apps? At a very high level, Dynamics SL Web Apps allow you … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more