Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more
Microsoft is set to update Tasks in Outlook on the web at the end of October, with the full rollout be completed by December 2019. What does this mean to you? Nothing really, just a new name, from “Tasks” to “To Do.” Personally, I’ve never used the Tasks feature to its fullest potential. I’ve added … Read more
Microsoft just made an exciting announcement: the next release for Dynamics GP is dropping on October first of 2019, and will be called simply “Microsoft Dynamics GP.” You read that right! No year or version marker at the end. Dynamics GP has made the move to a “Modern Lifecycle Policy.” What is a Modern Lifecycle … Read more
So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more
There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more
You probably already know that you can email invoices directly from Microsoft Dynamics 365 Business Central with its seamless integration with Outlook. But the integrations don’t stop there. Did you know that you can take it a step further by accepting electronic payments using Microsoft Pay or PayPal? Do you know how easy it is … Read more
Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1. Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more
It’s been a long time since I’ve found something this cool in Microsoft PowerPoint, so I had to share! Motion paths for animating objects in PowerPoint. Using power point animations to move objects is a great way to stand out in your presentations. PowerPoint Motion Path : My manager came to me one morning with … Read more
Are you interested in Power BI? Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.” You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more
Microsoft Office 365 provides so much more than just the ability to access Microsoft Office suite (Word, Outlook, PowerPoint, Excel, etc.) from any device. One important feature (that I learned about the hard way) is the ability to restore deleted files with OneDrive version control. What is OneDrive? When I first started with Crestwood, I didn’t understand OneDrive, the cloud storage service … Read more
Big News…this morning, Acumatica announced they have been acquired by EQT, a global private equity firm that also manages IFS, an enterprise ERP product well-known in Europe. This will give Acumatica a very significant step towards globalization of their systems, specifically to address regulatory and lingual support. At Crestwood, we see this as a positive … Read more
Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more
Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more
Salesforce and Acumatica have spent the better part of their history in opposition to each other. Salesforce, touted by many as the first SaaS cloud product on the market, has delivered customer relationship management solutions via the internet for the last two decades. Acumatica, on the other hand, launched in 2008 to deliver a suite … Read more
Fabrication is a tough business. Commodities prices fluctuate rapidly, offshoring creates new competition, and new technologies present additional risk. It’s a perfect storm, and to weather it, you need to balance customer-centric business practices with demand for cost optimization, speed, and flexibility. Following our last blog discussing some of the things that fabrication companies including … Read more
For too many businesses, the payment process is flawed—64 percent of B2B payments are still made with checks according to industry magazine PYMNTS.com. In the B2B world, paper is still present in the beginning, middle, and end of the payment process. From increased time it takes to process and pay a paper invoice using a … Read more
As your business grows, you may find your organization struggling with the limitations of software designed for smaller concerns. Everyone has to start somewhere, so it’s only natural that you will eventually outgrow the systems you had at the beginning. This is particularly true of accounting packages. QuickBooks, for example, is a fantastic resource for … Read more
Is it time for you to upgrade Microsoft Dynamics GP? Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, new features, and it could potentially cost you more in the end. Should you make the move? Here are some things to consider and planning tips. Are you on an old version? … Read more
When you’re just starting out, QuickBooks is the default option. Easy to set up, familiar, and easy to use, the decision to use the product is usually an easy one. You made the decision years ago, and the software did its job. However, as your company grew, the software began to show its shortcomings. While … Read more
Ransomware Attack Have you ever encountered a ransomware attack? It’s not good. Here’s a true story. A Crestwood client was the victim of an attack. Their on-premise servers got rooted badly, they even encrypted all the backups. The attackers were demanding over $100,000 to get back their information. What would you do? The client decided … Read more
Increase cash flow and reduce collection times through automation There is an uptick in expectations around finance teams to be innovative as well as efficient. With this, more leaders in this area are looking for ways to work smarter, not harder. Modern CFOs are increasingly turning to cloud-based financial management systems to replace legacy ERP … Read more
As I was searching for a new topic for our Productivity Tips & Tricks, I came across this nifty tool called Dictate. Similar to voice to text on your mobile phone, this feature allows you (actually your fingers) to take a break from typing. What’s not to love about that? First thing, Dictate is only … Read more
Construction professionals struggle with many of the same challenges as those in other areas of business, but with an entire set of unique issues. Accounting and ERP software designed specifically for construction contractors, fabrication, home builders, subcontractors, specialty contractors, and land developers with the solutions they require to improve their bottom line, can help keep … Read more
Distribution businesses need real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. Customers and employees now expect to have complete information at their fingertips. Maybe you’re considering a new or upgraded ERP system? Cloud solutions can help, but only if they’re built the right way. Do you know the difference between … Read more