Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more
Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in a day, and many companies … Read more
Crestwood implemented a phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time and it worked great for a recent client! With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support. Read more about the … Read more
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and … Read more
Searching just got a whole lot better! Microsoft has improved searching for all. Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids. It searches in all fields … Read more
If you haven’t heard, many small and medium sized businesses have grown by moving their technology to the cloud. Don’t let technology hold you back – cloud options increase efficiency, improve cash flow, and have many other benefits. Here are our top 10 reasons why your SMB needs the cloud: 1. Work from Anywhere: and from any … Read more
Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed. It is common for each department to create their own written steps and manually check them off as tasks are completed. Users can … Read more
Mekorma users are experiencing an issue where previous builds are not compatible with the Microsoft .Net Framework 4.7 and Windows 10 Creator updates. The two common behaviors you may encounter exhibiting this problem include: Security warning stating users are not authorized to print out of checkbooks. Warning: Unhandled object exception: The parameter is incorrect. Microsoft … Read more
At Crestwood, we are thrilled with the success of Acumatica and the mindshare it has gained among those considering new ERP deployments. We are continually impressed with the underlying technology, organizational responsiveness and leadership team. In short, we find Acumatica to be a terrific business partner, for our clients and Crestwood alike. The excitement we … Read more
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem. Example 1 … Read more
A customer called me last week and had received the following error about a messages.csv file missing from the associated folder in Microsoft Dynamics SL. “Unable to locate the message file c:\Program Files (x86)\Microsoft Dynamics\SL\Applications\MESSAGES.CVS” The Fix: The messages.csv file needs to be re-created or restored from a backup. To recreate the file perform the … Read more
We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great! No more “read only” grids in CRM. This new feature can enhance productivity by reducing clicks and navigation time. Just simply go into your view, and click in the cell you want to … Read more
Reposted from Avalara Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states … Read more
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
Crestwood has been named to the Bob Scott’s Top 100 VAR list for the fourth time, placing 42nd on the list. Members of the Top 100 VARs List were selected based on factors such growth, industry leadership and recognition, and innovation. Chosen firms represent a wide range of sizes and include many different accounting software … Read more
It happens to everyone. You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*. That means your Retained Earnings either are over or under stated. Fortunately, beginning with Microsoft Dynamics GP 2013 … Read more
At Crestwood we are amazed and impressed by the pace of innovation that our publishers are driving. Today, the Cloud is much more than just a buzzword for our client’s critical business applications. Rather it is now a key technical standard for an ever increasing number of them. As such, we are thrilled to have … Read more
I am all about anything I can do to make it easier and faster to enter data. Here’s a handy customization trick for Microsoft Dynamics SL to update the AP document total. I’m going to show you a simple customization that will update the voucher/adjustment total whenever you save the document. Note: to create this … Read more
Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more
When you go to look up a customer, vendor or stock item record, or even an AR Invoice or AP Bill in Acumatica, the screens force you to use the magnifying glass button to search for your record. I feel this isn’t always the quickest way to look up things in Acumatica. Did you know, … Read more