Do you use Favorites in Acumatica? If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites. That way you have quick access to them every day. Here’s some tips on how to manage your Favorites list: To add a new item to your Favorites list, … Read more
Recently, our support team helped a Crestwood customer set up some new SmartLists using SmartList Designer in Microsoft Dynamics GP. We created this handy, how-to and wanted to share. Here’s how: Open SmartList (click the Dynamics GP button and then click SmartList) Click the New button at the top left of the SmartList window. Type … Read more
If you are using Microsoft’s Skype for Business and Microsoft CRM, have you noticed that the phone numbers in CRM are hyperlinks? You can click on the links and the system will automatically launch Skype with the phone number all ready queued up to dial. However, did you know that you can also simulate this … Read more
Technology is constantly evolving. With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest and greatest are worth it. The … Read more
In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting Clerk, in charge of entering … Read more
I’m going to admit, I’ve been a bit confused as to why and when I would want to use these two tools. So, I’ve been asking around and I think I’ve finally got it. What’s the difference? When and why would I use each of them? Here’s my breakdown. Dynamics GP Utility – Create a Company This built-in … Read more
Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP. Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere. You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more
Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges In order to use your … Read more
Microsoft includes a license with Dynamics GP for their “Swiss Army Knife” set of tools called the Personal Services Tools Library (PSTL). One of these tools is Company Copy. It is used to copy the setups from one company to a new one. This is very useful for new Dynamics GP companies, implementations, or for … Read more
You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match. While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired. This situation may cause your reporting software, such as Management Reporter … Read more
I recently was helping a client who tried to upgrade to Microsoft Dynamics 2016 and had problems. I had to uninstall Microsoft Dynamics CRM 2016 and reinstall Dynamics CRM 2013 first. When doing so, I ran into an issue with the Volume Snapshot Service, also known as the Volume Shadow Copy Service (VSS). What is … Read more
Have you ever modified a report template in Microsoft Dynamics GP, only to go and print it, and your changes aren’t there? Why? If you modify a Word document outside of Dynamics GP, it doesn’t know that the file has changed. It’s easy to fix, just import the Word template you changed so that Dynamics … Read more
Do you ever feel like you’re wasting time looking for the right place to go in Dynamics GP? Or you don’t remember where something is? Well, I recently stumbled upon this cool little tool. It allows you to enter in the name of a Dynamics GP window, and viola, it tells you exactly where to go. Additionally, … Read more
Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume is large. Typically, transactions processed … Read more
Most people, now days use credit cards for purchases. One of the things Acumatica handles smoothly is the ability to process credit cards. I’m going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If you’re using the Acumatica plug-ins for processing credit card payments, there are a … Read more