Articles By: Crestwood Associates LLC

Crestwood Associates LLC's Logo 1099-MISC and -NEC Changes: Immediate Action Steps for GP Users

While we’ve been remote, the IRS decided to make changes to the way non-employee compensation is filed, depending on the nature of the income. They’ve moved the non-employee compensation from Box 7 on the 1099-MISC to its own form: the 1099-NEC. This would include all independent contractors, or self-employed individuals who previously had their payments …

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Crestwood Associates LLC's Logo Attention: Changes to 1099 Forms in Dynamics GP (Update Needed Before Year-End)

First, if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible (so be sure to contact Crestwood today!) Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax …

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Crestwood Associates LLC's Logo Managing Expectations in Your Move to ERP

It's not shocking that change can be difficult. Or is it? Take for example, you're trying to live a healthier lifestyle. You take yourself out to buy new workout clothes and equipment, you anticipate what your future self will be. One day you're able to get to the gym, the next day you wake up …

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Crestwood Associates LLC's Logo Professional Services Tools Library Error with Dynamics GP

Lately while upgrading a GP client to the latest GP release (build 18.2. 1060) from GP 2015, there was an error that we encountered when trying to launch PSTL: We searched and found a new 18.2.4 version of the PSTL tool on the Microsoft Partnersource website that was released in October, but installing that available build did …

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Crestwood Associates LLC's Logo Dynamics GP Running Slow? Archive It! Get to Know Company Data Archive Plus Analytical Accounting!

  Microsoft released the new "Modern Policy" in October 2019 making Dynamics GP an even more successful and resilient business tool. Businesses that have been using Dynamics GP for decades, forget that data builds up as users add data. Every time you add more data, it becomes slightly harder to process. Following a couple years …

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Crestwood Associates LLC's Logo Automatically Post Cash Receipts in Dynamics GP

We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup > Company > Company.   Next, click Options.  Then mark the box next to “Automatically post cash receipt deposits.”  Click OK, and then OK again in …

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Crestwood Associates LLC's Logo How to Modify SmartList Designer When SmartList Builder is Installed in Dynamics GP

Have you ever experienced this problem with Dynamics GP?  When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled.  This is an easy fix.  The steps below describe how to do this. First open SmartList.  Next, go to Tools > …

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Crestwood Associates LLC's Logo Checkbook ID Defaults on Computer Check Batch in Microsoft Dynamics GP 2018 R2

A new feature in the Microsoft Dynamics GP 2018 R2 release is the ability to select a default checkbook in the Payables Management setup window. The checkbook ID chosen here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous forms, when a Payables batch was created using a …

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Crestwood Associates LLC's Logo Dynamics GP SmartList Builder: PO Shipment Receipt & Matching Line Number

Recently I aided a Microsoft Dynamics GP client in generating a SmartList to pull in purchase order numbers for shipments and match receiving lines.  In addition, they wanted to see the number of the receiving line. To accomplish this, I generated a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is …

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Crestwood Associates LLC's Logo Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides!

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works the same in Dynamics SL! You might have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, that it is going away. …

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