Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more
Acumatica Summit 2021 in Las Vegas did not disappoint. So what’s new in the Acumatica payroll system?Advanced functionality, improved performance, and superior support were some of the financial management highlights Crestwood clients are excited about. Day one, we heard from Jon Roskill, CEO at Acumatica. “We innovate our business and industry functionality at remarkable speeds, … Read more
As part of our ongoing commitment to improving daily life for our customers, we have begun a regular cycle of updates to our Crestwood’s Add-On Products for Acumatica. Our dedicated developer is taking all the feedback we get from users, making changes and incorporating them into the next “release” of the products. This blog will … Read more
There are two questions eCommerce firms operating in a digital economy must be able to answer: What is an ERP solution and what are the best ERP solutions for eCommerce? The first question is easy, but the second one is more subjective. Let’s start with what an ERP solution is… Simply put, a cloud-based ERP … Read more
We’re at it again! If you loved reading all of our Cliff’s Notes on New Features for Projects in Acumatica 2021 R1, you’ll be even more intrigued with what has changed in the user interface. User Interface Form Subtitle Changes The Subtitles of the Forms have changed and include the Record Type, Record ID and … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
If you live on the East coast, you likely had some early pandemic flashbacks recently; stories of a gas shortage threw people into a gas-buying frenzy (indeed making that gas shortage narrative a true one). Social media was filled with photos of people in pickup trucks filling barrels with gasoline and videos of motorists physically … 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 projects features in Acumatica 2021 R1. Projects Inactivate Account Groups An Active check box has been added … Read more
Acumatica has recognized Crestwood’s Lockbox Processing, 360° Sales View, and Collections Management products for quality and usability with their latest version Schaumburg, Ill. and Orlando, Fla. – May 7th, 2021 Crestwood Associates is proud to announce the first slate of add-on products (Lockbox Processing, 360° Sales View, and Collections Management) have been recognized as Acumatica-Certified … Read more
Acumatica Summit 2021 is fast approaching! With the end of the pandemic in sight, our team is thrilled to be taking part in the first live event in over a year and a half. Originally scheduled for January and then April, Summit is now set for July 18-23 at the Wynn Hotel on the Las … Read more
We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below. Business Accounts New Layout of Business Accounts Form The Details tab has been … Read more
Good news! If you are an existing Windows 10 user, you can now download Microsoft Power Automate Desktop for free! Microsoft made this download available on March 2nd, 2021. Why Power Automate Desktop? Power Automate Desktop (formerly Microsoft Flow) will allow you to automate repetitive tasks such as mouse clicks and keyboard taps in much … Read more
It is no secret that Acumatica is one of the best ERP systems available for small- to mid-sized businesses. However, even the BEST systems cannot possibly solve every single problem. And that is where the best VARs come in. Crestwood’s years of experience with accounting software has given our team the insight to know exactly … Read more
Save Time with Superior Usability Acumatica continues to enhance the user interface and flexible workflows. In 2021 R1, there is new mobile image recognition capabilities, better side panels, improved notifications and dashboards. Create CRM contacts from business cards using mobile image recognition AP Document recognition inventory ID search Navigate to external URLs from generic inquiry … Read more
The future is digital, and the future is here… is your business ready? As we move further into 2021, there’s an app for almost everything. Which means, you can buy almost anything online. Your customers already are buying online – so if your business isn’t selling online, you’re behind the times. But, waiting to sell … Read more
Sure, Tom Brady just scored his fifth Super Bowl MVP award. However, Acumatica recently announced its latest slate of Acumatica MVPs, and the Crestwood Associates team brought home six MVPs! So, who’s the real G.O.A.T.* here? This marks the second consecutive year in which Crestwood was the most awarded company; i.e. no other Acumatica partner … Read more
The trophy case at Crestwood Associates is expanding yet again. Against some stiff competition, Crestwood came out on top as Velixo’s Partner of the Year for 2020. Velixo is an award-winning provider of Excel-based reporting solutions for cloud ERP solutions, namely Acumatica. “It’s such a treat to be named Velixo’s Partner of the Year. Our … Read more
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your emails in Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other email accounts to avoid missing important … Read more
Getting your entire team on board when introducing new software is always a challenge. User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more
Around Summit last year, Acumatica announced a new implementation method called “FastTrack Deployment.” It was designed as a means of speedily getting a business up and running on the new system, using a series of pre-defined settings in the various modules – all at a fixed fee (more on this later). To paraphrase Todd Kuhns … Read more
Let’s get personal in this blog post – in your author’s former life, I worked in a manufacturing plant. We had an ERP, too, and I had my hands in all aspects of the Warehouse Management System, from sales order processing to shipping/receiving to purchasing to payables/receivables (those reports don’t write themselves!) While interfacing with … Read more