There is now more control available on the reversing date for recurring general journals in Microsoft Dynamics 365 Business Central. This is a new feature in the latest release. To start, navigate to Recurring General Journals and select the batch you would like to work with. You will need to personalize your window first to … Read more
Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more
With Covid still around, many people want to find a way to personalize their holiday greetings. But after handwriting messages and stuffing envelopes, the last thing you want to do is write out address after address. Check out this blog on how to set up a mail merge to print labels for your mailings. Let’s … Read more
We can’t stop talking about prepayments in Acumatica, and for good reason. It has been at the top of everyone’s must-haves list, and Acumatica 2020 R2 delivers it! If you require prepayment before you ship a product out to your customer, you now have that ability in Acumatica. You can now require a customer to … Read more
No matter what size your business is and which industry you’re in, the increase in remote workforces has also brought about an increase in hackers and ransomware attacks. Similar to the pandemic, hackers don’t discriminate, they target any and all businesses. Some data shows small to medium sized businesses are more of a target because … Read more
Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more
Does your Microsoft Outlook inbox get flooded with emails every day like mine? Ever wish they would magically move to another folder where you can view them later; so that you can concentrate on what is important. In this blog, I will teach you how clean up your inbox by using the Rules tool in … Read more
As we’ve been hammering home, the IRS made changes to the ways that non-employee compensation is filed, depending on the nature of the income. It moved non-employee compensation from Box 7 on the 1099-MISC to its own form: the 1099-NEC. This would include all independent contractors, gig workers, or self-employed individuals who previously had their … Read more
By popular demand, in the Microsoft Dynamics Business Central 2020 Wave 2 release (v.17), General journals can now be copied after they are posted! They can easily be re-used or reversed out. Here’s how! First, search for general journal templates. Then create a new template or update an existing one. Enable the checkbox “Copy to … Read more
As we discussed in a previous blog, Changes to 1099 Forms in Dynamics GP, the IRS announced 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. The other boxes have moved around. The … Read more
It’s November, fall is here, weather in the Midwest is getting a little chillier day-by-day. With year-end approaching, we want to make your daily tasks a little faster, easier, and hopefully painless. Check these out: Sometimes marking your status as Busy or Do not disturb honestly doesn’t really work, people still tend to interrupt. Get … Read more
Are you using the Acumatica Customer Portal or Open University? Have you signed up for the new Acumatica Community Portal? Acumatica has launched their new Community website to bring communication together in one location to help to support users in a more streamlined fashion. If you do not have a Customer Portal login already, you … Read more
One of the best features of Dynamics 365 Business Central is the ability to copy and paste into a General Journal entry. It’s one of the most helpful features in Dynamics 365 BC. Before you begin to copy/paste into the journal you need to make sure your Excel spreadsheet has the same number of columns … Read more
A client recently had some changes in their IT department that required the accounting department to no longer use the System Administrator (SA) user. In order to use an existing Dynamics GP user account or create a new user account with SA-level permissions, the following permission and access need to be assigned. Dynamics GP Steps … Read more
In Microsoft Dynamics 365 Business Central, you can use filters in just about every window to create an ad hoc report that can then be shared amongst roles. For example, let’s say you want to create a filter to show any customer with a currently due balance that start with the letter A. First, navigate … Read more
It’s the end of October, and Halloween is right around the corner, we like to break out the horror movies, tell ghost stories, and dress up in scary costumes. However, we find this enjoyable because we know it’s not real. But for many businesses, there are some very real horror stories that occur when they … Read more
[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more
Acumatica just released their 2020 R2 edition and presented new features in their recent Virtual Road Show, we asked Crestwood Sales what their favorite new features are. Here’s what they said! [Be sure to register for our upcoming Acumatica 2020 R2 new features webinar!] User-Friendly Upgrades in 2020 R2 Christine Jacob was especially impressed by … Read more
You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more
The end of the year is fast approaching – do you have a plan? Acumatica 2020 R2 was launched recently, and with that Acumatica will be retiring version 2019 R1 at the end of January (January 31, 2021). [Join us on October 29th for a webinar discussing all the new features! And don’t forget that … Read more
Write with confidence with Microsoft’s Editor feature. Available on both the web and desktop version, this AI-powered service helps bring out the best writer in you. With one click on the Editor button, view what Editor underlines as an issue in your documents or emails and gives you suggestive changes you may make or ignore. … Read more
I had a client recently inquire as to how to run a list of payables transactions they wanted to accrue. For example the client needed to see documents that were posted after July 31, 2020 and the Document Date was before August 1, 2020. They also needed to see the Account Number. In order to … Read more
Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more
While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family. Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more