Kayla
Kayla

The Truth Behind Sales Tax Audits

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

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Kayla
Kayla

Dynamics GP Database Migration

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

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Kayla
Kayla

Better Searching in Dynamics 365 (CRM)

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

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Kayla
Kayla

Mekorma Windows 10 and .Net Framework Updates

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

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Kayla
Kayla

Acumatica 2017 Go Lives

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

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Kayla
Kayla

Missing the Messages.CSV in Dynamics SL

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

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Kayla
Kayla

Limited Users in Microsoft Dynamics GP

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

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Kayla
Kayla

Reconcile to GL Routine in Microsoft Dynamics GP

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

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Kayla
Kayla

When State Auditors Head out of State

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

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Kayla
Kayla

How to Fix a Closed Year with an Incorrect Posting Type in Microsoft Dynamics GP

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

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Kayla
Kayla

Growth activities that can be life (and tax) changing

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

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