Which vouchers have attachments? In Dynamics GP, the Document Attach feature allows you to connect documents such as requisitions, credit reports, and images to master records and transactions. An easy way to quickly see whether a payable voucher has an attachment is to create a SmartList. Read on to find out more and download our … Read more
Microsoft Outlook’s Email Attach File Tool
Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … Read more
Using Professional Advantage for Collections Management in Dynamics GP
I use Professional Advantage Collection Management for Dynamics GP every day and have found a couple of features that are very useful and time-savers. Here are two helpful tips you need to try. Last Payment Made View First, I am always looking at the view showing me the last payment made and how it … Read more
Setting Up QTD Reports in ARM for Acumatica
Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more
You Should be Using Fixed Assets in Dynamics GP
Are you using the Dynamics GP Fixed Asset module? You should be. You own it as part of the Starter Pack (if you are on GP 2013 or later). The Dynamics GP Fixed Asset module can do everything you need for your depreciable and non-depreciable assets. Here are 9 reasons for using the module: Group … Read more
Custom Dashboard Widgets in Acumatica for Enhanced Financial Reporting
Custom Dashboards can be a powerful reporting tool, based on any information within the Acumatica system. They are visually pleasing and easy to see the data important to you. Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind. You can also configure several different dashboards and … Read more
Upgrade your Drive C: to a bigger SSD drive
Save time upgrading your hard drive. Here’s how to upgrade your drive C: with more space, without having to reinstall Windows from scratch. Items that you’ll need SSD drive to replace the one you have installed. USB thumb drive USB drive with enough space to back up your entire C: drive. Software: Macrium Reflect Software: … Read more
The Crestwood Story: Celebrating 20 Years and Growing Strong
Crestwood’s Story: The Beginning Together, Brian McGuckin and Tim Thompson founded Crestwood Associates back in 1998. Tim and Brian first meet when they both worked at Ernst and Young. Approximately a year later, they decided to start their own business out of a 3 flat in Chicago on West Waveland. Crestwood became a Great Plains … Read more
4 Tips for Printing Checks in Microsoft Dynamics SL
We get a lot of questions in regards to check printing. Here are four helpful tips: The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen. Use the “Payment Selection” screen when you are trying to select documents by Pay Date, Batch Nbr, or other … Read more
Dynamics 365 (CRM) Features on the Chopping Block
There’s a lot of change happening with Dynamics 365 for Sales (CRM). Make sure you’re kept up to date with what’s leaving and what’s coming. Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more
Dynamics 365 for Sales (CRM) Relationship Assistant
One of the new features embedded into the social pane throughout Dynamics 365 for Sales (CRM) v9.0 is a tab called, Assistant. The Assistant makes your life easier. How? It tracks daily actions and communications for the contact or record you are on, and the system will generate an, “action card” which is designed to … Read more
Acumatica – 1099 Processing for Multi-branch Companies
Here’s a handy tip when processing 1099s for a company set up with multi-branches. By configuring a reporting only branch, you can prepare consolidated 1099 data for each vendor for a company with multiple branches in Acumatica. No transactions are posted to this consolidated branch. Its sole purpose is restricted to reporting data. In this … Read more
Tips & Tricks When Looking for Data in Acumatica
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
Revenue Deferrals Module in Dynamics GP
If you are still using Excel Workbooks to defer revenue, you need to take a look at RED, Microsoft Dynamics GP most over-looked module. The Revenue/Expense Deferrals module (RED) simplifies deferring revenues or distributing expenses by allowing you to make entries for future periods within these areas: General Ledger Receivables Management Payables Management Sales Order … Read more
New Depreciation on Fixed Assets in Dynamics GP
We recently had a client contact our support team with a great question on depreciation of fixed assets in Microsoft Dynamics GP. Customer Scenario & Question on Depreciation Our Company has been acquired by an equity firm and they have revalued all our fixed assets as of December 2017. I need to adjust the … Read more
Acumatica 2017 R2 – Workspaces, Menus, and Other New Features
Have you taken a look at the newest version of Acumatica – 2017 R2? Here are some things I overheard from my team when they first got it. Where did that go? It used to be here. Wow, I didn’t know that existed! Sometimes, when a new version is released and the user interface gets … Read more
How to Add a New Company in Dynamics GP with the Same Master Data
Quite often we have clients ask us to create a new company in Dynamics GP that has the same master data as an existing company. Many businesses will do this because: The company was purchased and the new owners will start a new company with the same master data but no transactions as of the … Read more
Free Benefits for Dynamics GP Users
Are you using CustomerSource, GPUG Dynamics GP User Group, or our Crestwood Resources to enhance your Dynamics GP experience? If you use Microsoft Dynamics GP, these are places you’ll want to bookmark! Microsoft CustomerSource provides access to documentation, the Dynamics GP support community, software downloads, and up to date information about your system. Access to … Read more
Microsoft Dynamics GP – Why You Need Monthly Closing & Recommended Procedures
Do you dread year-end in Dynamics GP? If so, do these tasks monthly and you can make year-end a breeze. By following these guidelines, you will keep things in Dynamics GP clean and ready, so when you get to year-end, the process will be much easier. Follow the checklists in Dynamics GP or print out … Read more
Now Available: Dynamics GP 2018 & Power BI Content Pack
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data … Read more
3 Things that will Kill Your Manufacturing Business and How to Avoid Them
Manufacturing and distribution businesses drive most of their profits from their inventory. That means inventory management and replenishment should be key areas of concern to maintain a healthy, thriving business. Using inadequate tools like spreadsheets, don’t give you the ability to control your inventory correctly. Here are the three key issues that businesses like yours … Read more
RemoteApp – Remote Desktop Without the Desktop!
One of the concerns we hear from clients when moving to the cloud is they don’t want to make things different or harder on their users. The cloud tool that we recommend is RemoteApp. You might be used to Remote Desktop, which basically virtualized the desktop that you were accessing. RemoteApp uses the same protocol, … Read more
How Secure is Your Business?
When’s the last time you thought about security for your business? Or asked your IT team or partner security related questions? Are you sure you’re covered in the event something happens? How much data are you willing to lose? Maybe you are like me, not an expert in security, and not sure about what to … Read more
Why you need to replace your inventory spreadsheet
Almost all businesses face this one critical problem: lagging productivity. We live in an increasingly automated world, and yet gains in productivity have slowed significantly. Given this environment, any company that can evaluate old, clunky processes and replace them with smarter tools that enable optimization is going to gain traction in their market. When it … Read more