Connect Quarterly Update - 2023.05

Connect Quarterly Update - 2023.05

Release Date:         May 2023

Version:                 2023.05

Install Instructions:       Install instructions WITH COWS 
                                                Install instructions WITOUT COWS         

Accounts Payable

Merge Vendors (Watch Video (0m35s))
  • The performance has been improved and related issues for this view. (Read help article)
  • When you merge vendors, notes will be transferred to the merged vendor record.

Accounts Receivable

Inquiry (Watch Video (0m49s))

Business Licenses

Organization (Watch Video (1m55s))

  • The ability to add multiple renewal email templates has been added. (Read help article)
  • The following variables have been added to the email template: Account Balance, License Balance, License amount to be billed, and Business amount to be billed.

Cash Receipting

Workspaces (Watch Video (0m44s))

  • A new Categories/Payment Types tab has been added that allows you to filter the categories and payment types a workspace will use. (Read help article)

Payroll

Calculate Benefit Amounts (Watch Video (3m24s))

  • The routine has been updated with new features and a new look and feel.
  • The ability to include an extra amount for the benefit has been added.
  • The ability to exclude job numbers from bein used for benefit amounts has been added.
  • The option to use project accounting jobs and debit overrides for benefit amounts tied to a job has been added.
  • The option to use employee pay code limits has been added.
  • The general ledger error messages has been updated.
Calculate Payroll Checks (Watch Video (3m42s))
  • The GL error message has been updated so it will match the allocation method selected on the employee pay code.
Employee Tax Summary (Watch Video (1m02s))
Print Payroll Checks (Watch Video (3m42s))
  • This routine has been updated to use the new forms designer.

Utility Management

Delinquent List/Notices (Watch Video (3m01s))

  • A new validation step to the routine has been added to check for special values before using the set criteria to select customers to display on the review tab.  A warning message will be displayed if any special values are missing for any expert variable.

Recalculate (Watch Video (3m17s))

  • The routine has been updated to support new program features. (Read help article)
  • A new Mark transactions as updated to General Ledger through MM/DD/YYYY checkbox has been added.  Selecting the checkbox will mark transactions as updated to the general ledger through a specified date.
  • A new Correct invalid transaction amounts checkbox to correct transaction amounts checkbox for transaction amounts that may have a thousandth value (0.000) and did not round to the nearest penny (0.00).
  • The Correct invalid meter activity dates checkbox has been added to process invalid meter activity dates through the Meter Activity database table to make sure the rotation period value corresponds with the period date value. 




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