With so many of us working from home, what would have been a conversation over a cubicle, now requires a scheduled meeting. Here are some tips for getting more out of your Microsoft Outlook Calendar and how to get a meeting on the right calendars, fast! 1. Quickly View Calendar without Switching Screens Tired of … Read more
With a recent Dynamics GP upgrade, we ran into a unique error message that we had not seen before: This error was appearing in various Navigation Lists in GP 2018 R2 on the latest version. Examples of Navigation Lists impacted included the following: All Purchasing Transactions Purchase Orders Not Submitted Purchase Requisitions Pending Approval Other … Read more
Quite often, we find clients that want to export or share dashboard information from Microsoft Dynamics 365 for meetings and updates. Maybe you want to export a dashboard view into a PowerPoint slide or create a PDF to share. One way to do this is to take a screen shot, but often the quality is … Read more
I know you probably love reading all the release notes for the new versions of Acumatica, but I’ll save you some time and give you the cliff notes. Here is a list and screen shot of the new financial features in Acumatica 2020 R1. Banking Payables Receivables Fixed Assets Taxes Banking Validate External Transactions Form … Read more
Microsoft Dynamics 365 Business Central allows users to add a field to any document called “Item Extended Text.” Item Extended Text is a great way to display any additional information about an item on various document forms. The user can choose which documents to display the additional text on along with a date range if … Read more
Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more
Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template. Once you have modified the SOP invoice form that is in … Read more
During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared. One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more
While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated and released/posted. All journal entries … Read more
If your business works with foreign vendors or customers, you might want to set up foreign currencies in Microsoft Dynamics GP. To use more than one currency, one must set up Multi-currency Management. I have had many clients ask me about copying and pasting in data from Excel, but unfortunately, you cannot use the ‘Paste … Read more
Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action. It’s fast and easy it … Read more
Just when I started to get along with my Outlook search, Microsoft went and changed it. “Top Results” arrived in my searches and didn’t work well for me. The messages at the top were NOT the most recent, even though I had my inbox sorted by date range. The most recent email in a thread … Read more
Do you have inventory items you do not stock? Using a drop-ship PO to have the vendor fulfill the sales order is a common and seamless process with Acumatica. In most cases, the drop-ship sales process is completed when the customer receives the items from the vendor and the corresponding AP and AR documents are … Read more
There is a feature in other accounting systems such as Microsoft Dynamics GP to assign a default expense/purchasing account to a vendor. This account then defaults as the debit when invoices are entered for that vendor. Good news! The same solution exists in Dynamics 365 Business Central using Recurring Purchase Lines to speed up data … Read more
In Microsoft Dynamics 365 Business Central, when creating a new Purchase invoice, you can easily copy a previous posted or unposted invoice from any vendor. This is especially helpful if the same G/L accounts or amounts will be re-used. To create a New Purchase Invoice, enter the Vendor Name then go to the Actions>Functions and … Read more
Whether directly or indirectly, every business is a global business. Somewhere in the supply chain—from your suppliers’ suppliers to the customers of your customers—you’re part of the global business environment. Though this means increased risk, it also means increased opportunity. New customers, better prices, and lower shipping costs, the global marketplace has opened you up … Read more
In Microsoft Dynamics 365 Business Central, in order to define a default G/L expense account for different vendors, the vendor will need to have a specific General Business Posting Group assigned to it. [This is the next blog in a series of tips for using Dynamics 365 Business Central. For the previous Business Central tip … Read more
Crestwood employees have been working from home for quite some time now, but it’s an adjustment for us too. For me, I’m not used to having kids around 24 x 7. Therefore, that adds an interesting challenge to the day. No matter your situation, we want to help make things easier for you. We have … Read more
Update from January 2020 Post: No Better Way to Collaborate Other than Chat Microsoft is eliminating the ability to initiate a chat directly with a co-author of Word, Excel, and PowerPoint document. This change will take affect mid-April (across the web, Windows, and Mac versions of Microsoft Office). Moving forward, users can communicate with others … Read more
If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more
So many things go into building a powerful ERP solution. Security, user experience, functionality, and more make up the many reasons that a company opts to use such a solution. However, it goes much further than that, according to a recent report from Technology Evaluation Centers. This report, Enterprise Resource Planning Solutions: How to Get … Read more
Now that “shelter in place” has swept the nation to curve the spread of the Covid-19 virus, most companies are adapting the Work from Home (WFH) model, allowing their employees to continue to work during the shutdown. Working from home is nothing new for Crestwood employees. This model was adapted almost a decade ago. I … Read more
We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more
Recently when upgrading a GP client from their older version of GP 2015 to the latest GP release, build 18.2.1060, we ran into an error when trying to launch PSTL: We searched and located a new 18.2.4 version of the PSTL tool on the Microsoft Partnersource website that was released in October, but installing that … Read more