Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more
Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more
By popular demand, in the Microsoft Dynamics Business Central 2020 Wave 2 release (v.17), General journals can now be copied after they are posted! They can easily be re-used or reversed out. Here’s how! First, search for general journal templates. Then create a new template or update an existing one. Enable the checkbox “Copy to … Read more
One of the best features of Dynamics 365 Business Central is the ability to copy and paste into a General Journal entry. It’s one of the most helpful features in Dynamics 365 BC. Before you begin to copy/paste into the journal you need to make sure your Excel spreadsheet has the same number of columns … Read more
In Microsoft Dynamics 365 Business Central, you can use filters in just about every window to create an ad hoc report that can then be shared amongst roles. For example, let’s say you want to create a filter to show any customer with a currently due balance that start with the letter A. First, navigate … Read more
[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more
You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more
Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more
Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more
Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting. If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more
Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup. (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more
So, you signed up for a free trial of Dynamics 365 Business Central. Now what? Take some time and get to know the product. See how easy and great it is, then contact Crestwood and we can get you set up with your own data to play with. There’s lots of ways to get familiar … Read more
There are two options in the Inventory Setup window that need to be considered when defining the various posting accounts in Microsoft Dynamics 365 Business Central. We will go through how these options create different GL entries during the purchase order process so you can make the selection that is best for your procedures. The … Read more
Microsoft Dynamics 365 Business Central is expanding rapidly. Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security. Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more
If you’re a Dynamics GP or 365 Business Central customer and have been considering going paperless, now is your chance. Get started quickly with a free trial of KwikTag’s KwikStart’s Cloud program. This trial period includes: Up to 50 Users – all of whom can start attaching and viewing documents right away. Up and running … 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
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
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
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
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
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
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
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