Connect Quarterly Update - 2022.05

Connect Quarterly Update - 2022.05

Release Date:         May 2022

Version:                 2022.05

Install Instructions:       Install instructions WITH COWS 
                                    Install instructions WITOUT COWS

All Applications

 Organization Setting

  • Specific routines have been enhanced to add the following two options: 
    • Clear Organization Options has been added to the Options min-menu.  It allows you to remove organization options.  If a Control password has been setup, it will be required.

    1. Restore Organization Settings has been added to the Setting menu.  It allows you to restore your organization's saved settings.  Like the Restore Caselle Setting option, to maintain these settings they will need to be saved. (Read help article)

Accounts Payable

Approve/Cancel Purchase Orders (Watch Video (0m43s))

  • Check for invalid Requisition Approval Status checkbox will search for requisitions with an invalid approval status. (Read help article)
Create Purchase Order from Requisition (Watch Video (0m40s))
  • Expand/Collapse All Details button will show or hide the requisition detail in the Requisitions grid. (Read help article)
Enter Invoices (Watch Video (3m31s))
  • Column Chooser includes Remittance, Remittance Address, and Remittance Description have been added as available columns in the display grid.  
  • Split distributions support editing percentages when creating a split distribution invoice. (Read help article)
  • Redisplay grid supports sorting by GL account. (Read help article)
  • Warning icon displays next to the GL Account box when the invoice date is prior to the GL account activation date. (Read help article)
Enter Requisitions (Watch Video (1m35s))
  • Requisition Options (F12) includes new default preferences to copy notes and attachments to purchase order. 
    • Copy Notes to Purchase Order checkbox.  Copies notes from the requisition to the purchase order. (Read help article)
    • Copy Attachments to Purchase Order checkbox.  Copies attachments from the requisition to the purchase order. (Read help article)
  • Remit To field has been added to Enter Requisitions. (Read help article)
  • Correct Invalid Requisition Approval Status checkbox will search for requisitions with an invalid approval status and correct it. (Read help article)
Select Invoices for Payments (Watch Video (0m29s))
  • Column Chooser for the display grid includes new columns: Remittance, Remittance Address, and Remittance Description. (Read help article)

Accounts Receivable

Enter Invoices (Watch Video (0m51s))

Inquiry (Watch Video (0m42s))

  • Recurring subtab and Recurring Invoices subtab include the contract amount and contract balance.

Report Writer (Watch Video (0m29s))

  • [Report].Contract balance column returns the remaining contract balance of recurring invoices. (Read help article)

Asset Management

Disposition Report (Watch Video (0m41s))

  • [Report].Disposition Comments column returns the comments made during the disposition of an asset. (Read help article)

Community Development

Approve Permits, Approve Projects

  • Status menu adds Denied to deny an approval and pause the approval workflow for the related permit/project.
  • Status menu adds Canceled to cancel an approval and its related permit. (Read help article)

Modify Existing Permits, Modify Existing Projects

  • Denied Date field was added to the Modify Approval dialog box to allow you to set or modify the denied date for permit approval. (Read help article)

General Ledger

Account Master List (Watch Video (0m23s))

  • Supports new reporting features. (Read help article)
  • [Report].Mask character column has been added.

Activity List (Watch Video (0m36s))

  • Supports new reporting features. 

Detail Ledger (Watch Video (0m52s))

  • Account number displays at the top of the page when account has information that prints on multiple pages.

Enter Budget Amounts (Watch Video (1m24s))

  • User-defined tab shows user-defined fields.

Enter Journal Amounts (Watch Video (1m24s))

  • User-defined tab shows user-defined fields.

Grant List (Watch Video (0m36s))

  • Supports new reporting features.

Government Reporting

Checkout W-2 Employees (Watch Video (1m34s))

  • Report Invalid Zip Codes checkbox will check for a valid zip code on the employee W-2 record. (Read help article)

W-2 Forms (Watch Video (1m34s))

  • New form variables: Box 12 Additional Code and Box 12 Additional Amount.  These variables can be added to a form without requiring the use of multiple forms for an employee.

Human Resources

EEO-4 Report (Watch Video (0m35s))

  • Employee Position fields have been added to the report so you can filter the report based on employee position information. (Read help article)

Modify Existing Employees (Watch Video (0m59s))

Materials Management

Inventory on Hand Report (Watch Video (0m43s))

  • [Report].Default Location column to display the inventory default location. (Read help article)

Payroll

Calculate Payroll Checks

Leave Rates (Watch Video (1m43s))

  • Annual Accrual Method box allows leave rate to calculate based on the check issue date or pay period date (Leave Rate tab). (Read help article)
  • Annual Accrual Limit box lets you set the maximum accumulation limit on a leave rate level. (Read help article)

Modify Existing Employees (Watch Video (1m49s))

  • Represented checkbox (Positions tab) added the ability to flag an employee as represented by a union.
  • State field supports two-character state, province, and territory abbreviations. (Read help article)

State Retirement Report

  • Indian Retirement electronic file was updated.

SUTA Wage List - Ohio

  • Ohio SUTA electronic reporting requirements are supported.

Timekeeping

Employee Hours Report (Watch Video (0m52s))

  • Summarize Task and Activity checkbox and menu.  Print a one-line summary by task and activity to summarize employee hours.  When the task and activity combination changes, the report will print a new line.  If this checkbox is not selected, the report will print a separate line for each entry even when the task and activity combination is the same as the previous entry. (Read help article)

Utility Management

Billing Register (Watch Video (0m57s))

  • {Report].Balance column reports the sum of all transaction and summary records within the selected report date. (Read help article)
Create ACH File (Watch Video (1m18s))
  • Add Non-equal Pay Service Balances to Equal Pay Amounts checkbox will include amounts due for services that are not considered equal pay in addition to those considered equal pay. (Read help article)
Location Report (Watch Video (0m40s))
  • Supports new report options and functionality. (Read help article)
  • [Report].Inactive Message column returns the final bill date and/or landlord disconnect date for each active customer at the location. (Read help article)
Modify Existing Customers
  • Send Paper Statement checkbox on the Customer 2 tab will be available (not greyed out) if a third-party payment provider is setup.





    • Related Articles

    • Update a Workstation Manually - Connect

      Open the attached document to view the instructions on how to manually update a machine installed with Caselle Connect. 

    • Connect Quarterly Update - 2023.11

      Below are the changes/enhancements in the release noted. Please utilize the videos next to most items to learn about those changes/enhancements. Release Date: November2023 Version: 2023.11 Install Instructions: Install instructions WITH COWS Install ...

    • Connect Quarterly Update - 2022.08

      Release Date:         August 2022 Version:                 2022.08 Install Instructions:      Install instructions WITH COWS                                      Install instructions WITOUT COWS All Applications  Print Settings Print options section ...

    • Install Caselle on a Workstation - Connect

      ** If you would like to download this information, in the upper right corner click on Download as PDF The client needs to have a mapped drive to the shared Caselle folder on their server. Right Click on the This PC in File Explorer and choose Map ...

    • Connect Quarterly Update - 2022.11

      Release Date:         November 2022 Version:                 2022.11 Install Instructions:      Install instructions WITH COWS                                      Install instructions WITOUT COWS All Applications From Updates The following forms ...