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
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
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
Every day I look for new ways to navigate Microsoft Teams seamlessly. Here are some nifty new tips I found helpful when working in Teams. Like to multitask? Chat anywhere on your desktop with Pop-Out Chat. Double-click a chat (or click the icon) in your chat list to open in a second window. Now, you … Read more
We often tell horror stories from the Crestwood Cloud. Our cloud team has experienced countless tales of triumph in the midst of bleak situations: A recovery effort after a massive cyberattack Migrating lost data from a faux-cloud Immediate thwarting of a ransomware attacker But today we bring you an exciting story of what happens when … Read more
New users of Microsoft Dynamics 365 Business Central may be confused by the way the Tax Setup windows look, but it couldn’t be simpler! The following is a summary of the Tax Setup windows: Tax Setup Window – the company tax settings. This is completed during the Assisted Setup and sets up the sales tax … Read more
Acumatica has added a new feature called “Control Accounts” in the 2019 R2 release. This functionality prevents users from making manual entries to any GL account marked as a control account. As a result, it helps to keep the subledgers in balance with the General Ledger. It’s a very helpful feature. Here is a list … Read more
Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution. Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more
Crestwood Associates has again been named to the Bob Scott’s Top 100 VARs for 2020 for the eighth year in a row. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “Wow, eight years in a row!” says Tim Thompson, Partner at Crestwood Associates. “We … Read more
One of the biggest dangers is failing to keep up with the expectations of current and prospective customers. In 2000, the Fortune 500 top 30 featured major players of the day such as Sears, Enron, Compaq, Lucent, MCI WorldCom, and Kmart Holdings. Being great at a point in time doesn’t mean perpetual greatness. Steve Jobs … Read more
In Microsoft Dynamics GP, a blanket purchase order lists a single item and its quantities that will be delivered in a series of shipments, usually on specific dates. Blanket purchase orders allow you to make long-term agreements with vendors to purchase the same item—usually to receive a volume discount or to be sure of obtaining … Read more
In Microsoft Dynamics GP, you can use customer or sales process holds to prevent any further sales to a customer. You may want to do this, for example, if the customer has an unpaid balance, a shipping address hasn’t been verified, or any other reason. You still can receive payments from customers on hold, but … Read more
Get your on-premise Dynamics GP or SL system safe and secure on the Crestwood Cloud. It’s secure, accessible, easier than you think, and can save you money. Before Covid-19, flexible work arrangements were a luxury. Today, they are essential in order to keep employees and families healthy and safe. Many businesses are realizing however, that … Read more
There are times when you need to pay your vendor a deposit on a purchase order (or in full), before receiving actual items. The vendor may require that deposit before shipping you the goods. Acumatica allows for prepayments to be applied to a Purchase Order, paid to the vendor, and then deduct from the balance … Read more
Acumatica has added a new feature called Control Accounts in the 2019 R2 release. This functionality prevents users from making manual entries to any GL Account marked as a control account. As a result, it helps to keep the subledgers in balance with the General Ledger. It’s a very helpful feature. Here is a list … Read more
Acumatica introduced Business Events in Acumatica ERP 2018 R1. Business Events provide a platform to monitor data and events and create actions such as an email notification or an import scenario. Our clients have used Business Events for notifications on events such as: Additions of new customer locations to confirm tax settings. Purchase receipts created … Read more
Sometimes you need to add an additional table to a simple Generic Inquiry in Acumatica in order to get data that is not in the original table. If the new table has a many-to-one relationship with the original table, you can see duplicates, (or worse: entries as many times as there are records in the … Read more
Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. This post will demonstrate the flexibility of Business Events and how they can be used to update business data. Our demonstration company has a practice of sending employees a … Read more
I was on a certification training webinar with Acumatica recently, and during the meeting, the Acumatica team showed a shortcut trick that I think everyone in our community needs to know about. It’s possible that you already do, but if not, it is worth the few minutes to read. Acumatica has built many amazing inquiry … Read more
If you require your customers to submit payment or if a vendor requires you to submit payment before shipment, you can use a prepayment. Microsoft Dynamics 365 Business Central makes it easy to invoice with prepayment percentages. We learned that with just a bit of initial setup, you can design a very smooth processing experience. … Read more
Business Events are a great way to send notifications to users in Acumatica, when data changes, or events occur. You can now also attach a report to the email notification. The example below is to notify the purchasing manager when a PO is received. It sends an email to this user, and it also attaches … Read more
Crestwood Associates has been using Microsoft Teams for a while now, but I still get calls and questions every day about where something is located. Teams is great for collaborating, meetings, etc., but even I forget where something is at times. This article is going to show you tips and tricks for searching in Teams. … Read more
There’s no doubt that working from home can be challenging, especially if you don’t have an office full of equipment. If you don’t possess a printer, how do you execute documents that need a signature? If you are running Acumatica, you can integrate the signed documents directly into your system where they belong. There are … Read more
When your business relies on technology, it is good to know what you’re doing or at least have someone handy in IT that can help. I recently conducted an online Teams training, to which the client requested that the meeting be recorded so that it can be shared with other team members who were unable … Read more