Connect Quarterly Update - 2023.02

Connect Quarterly Update - 2023.02

Release Date:         February 2023

Version:                 2023.02

Install Instructions:       Install instructions WITH COWS 
                                    Install instructions WITOUT COWS         

Accounts Payable

Create ACH File (Watch Video (3m41s))
  • This view has been updated to allow you to set an email template to notify vendors of the details of the electronic payment. (Read help article)
  • Support for CCD entry class has been added. (Read help article)
Enter Requisitions (Watch Video (0m38s))
  • A Redisplay button for viewing previously entered requisitions has been added. (Read help article)
  • This view has been updated to support new reporting features.
  • An option to renumber checks has been added to the Reprint Checks window.
  • The view has been changed to update the check number for each bank as a separate item.
  • The view to store a separate check number of ACH records and check records has been changed.
  • Invoice.Payment Due Date and PO Number have been added to the check form.
  • The forms have been converted to use the new form designer.

Accounts Receivable

Enter Invoices (Watch Video (0m43s))

Animal License

Inquiry (Watch Video (1m19s))

  • The fee amount has been added to the description of the Fee field.

Modify Existing Licenses (Watch Video (1m19s))

  • The fee amount has been added to the description of the Fee field.

Backflow Management

Protection Type Report (Watch Video (1m01s))

  • The following master report definitions have been added: (Read help article)
    • Protection Type Report - by Protection Type - Multiple Pages [Caselle Master]
    • Protection Type Report - by Protection Type - Single Page [Caselle Master]

Cash Receipting

Deposit List (Watch Video (1m05s))

  • A series of default columns have been added to the Signature Line report section. (Read help article)

Cemetery Management

Organization (Watch Video (1m05s))

  • The underscore (_) character has been added as an available character to use in the Location Format field.

Community Development

Enter Payment Adjustments

  • The Property field has been updated to only include properties with active items.

Enter Payments

  • The Property field has been updated to only include properties with active items.

Forms

  • The Telephone form variable has been renamed to Telephone 1.
  • The Telephone 2 variable to be used with the Applicant, Primary Owner, and Primary Contractor contact information variables.

Modify Existing Contacts

  • The Related Contacts button has been added to the toolbar.

Setup New Permits

  • A new warning dialog has been added next to the Property field that displays when an existing permit exists for that property record. (Read help article)

Payroll

Calculate Payroll Checks (Watch Video (0m57s))

  • The employee department has been added to the report.
Payroll Checks (Watch Video (3m52s))
  • The routine and form has been updated with new reporting features and tools.
Leave Register (Watch Video (0m31s))
Modify Existing Employees (Watch Video (1m07s))
  • The amounts entered by period has changed to allow the sign to be reversed. (Read help article)
Update General Ledger 
  • The Update Pay Periods box has been changed to show the period dates in date order.

Timekeeping

Enter Employee Time (Watch Video (0m44s))

Timesheet Register (Watch Video (0m39s))

Utility Management

Reports (Watch Video (1m38s))

  • The column [Report].Backflow assembly installed has been added in reports where the location table is used.  (Read help article)

Close Period/Cylce (Watch Video (2m46s))

  • The Recon File that is generated for the Exceleron interface has been updated to only include amounts from the current period for the following values: UsageCharge, MiscCreditTotal, MiscChargeTotal, TaxTotal, DeviceChargeTotal, and BillTotal.
  • The PaymentTotal value in the Recon File that is generated for the Exceleron interface has changed to no include the last day of the prior period.
  • The routine will save a copy of the Recon File that is generated for the Exceleron interface in the start in folder.

Modify Existing Service Orders (Watch Video (1m26s))

  • A new action code field has been added to the Complete Comment window.  This allows you to enter a new comment for each action code tied to the service order.



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