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Amber
Amber Tselios

Acumatica 1099-NEC Reporting Changes

Earlier this year, the IRS announced some 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. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

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

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General Ledger in Acumatica
Melissa Chang
Melissa Chang

Posting Recurring General Journal Entries Excluding the $0 Lines in Dynamics 365 Business Central

Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting.  If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more

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D365 BC SMTP Setup
Melissa Chang
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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Microsoft Office
Lauren Christoff
Lauren Christoff

Microsoft Announces the Retirement of Office 2010! Have you upgraded Yet?

With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more

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Writeoff payments in GP
Mike Gordon
Mike Gordon

Writeoffs in Dynamics GP

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

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Crestwood Add-on Advanced Commissions
John Jones
John Jones

Advanced Commissions in Acumatica

Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more

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Quick Acumatica Tip
Jen
Jen

How to Create Sections in Acumatica Attributes

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system.  However, it’s become a … Read more

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Dynamics GP Error - Journal Printing
William Schroeder
William Schroeder

Dynamics GP Error: Journal Printing Interrupted

A “Journal Printing Interrupted” error while posting subledger (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, which … Read more

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Dynamics GP 2020 Update
Jen
Jen

Microsoft Dynamics GP Summer Update

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

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Crestwood Associates New Office
Lauren Christoff
Lauren Christoff

Moving in the Midst of a Pandemic

After spending 15 glorious years in Mount Prospect, IL, Partners Tim Thompson and Brian McGuckin moved Crestwood Associates to their new home at the Schaumburg Corporate Center, 1501 E. Woodfield Road in Schaumburg, IL. Moving is not easy, packing up, donating and purging unneeded items is very time consuming, not to mention difficult when you … Read more

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Creating shifts in Teams
Lauren Christoff
Lauren Christoff

Office 365: Scheduling Employee’s Time Using the Shifts App in Microsoft Teams

If you’re looking for easier ways to schedule your employee’s time, check out the scheduling management tool now in Microsoft Teams called Shifts. It’s built mobile first for fast and effective time management and communication for teams. Shifts lets Firstline Workers and their managers use their mobile devices to manage schedules and keep in touch. … Read more

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