Connect Quarterly Update - 2023.08

Connect Quarterly Update - 2023.08

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:         August 2023

Version:                 2023.08

Install Instructions:       Install instructions WITH COWS 
                                  Install instructions WITOUT COWS         

Accounts Payable

Activate ACH Payments (Watch Video (1m11s))
  • This view has been updated with a new look and feel.
Delete Checks (Watch Video (1m44s))
  • This view has been updated with a new look and feel.
  • A warning when trying to delete a check that has been updated to the General Ledger has been added. 
Purchase Order Inquiry (Watch Video (1m16s))
  • The PO number has been updated to sort numeric and alphanumeric values as separate values.
Select Invoices for Payment (Watch Video (0m53s))
  • The Department column has been added to the column chooser.
  • The Invoice Date column has been added to the column chooser.
  • This view has been updated with a new look and feel.
  • A warning when trying to void a check that has been cleared in the bank reconciliation has been added.

Accounts Receivable

Enter Credit Memos (Watch Video (0m43s))
  • A warning when entering a transaction for an inactive customer has been added.
  • The length of the customer number field was increased in the summary section.
Merge Customers (Watch Video (0m38s))
  • This view has been updated with a new look and feel.
Web Services 
  • The ability to query unpaid invoices and account balance by customer has bee added.

Asset Management

Enter Manual Transactions (Watch Video (0m31s))

  • A print grid option has been added to print the information that is displayed in the transaction grid.

Import Assets (Watch Video (2m31s))

  • The ability to import into user-defined fields as well as other asset fields has been added.

Building Permits

Approve Permits 

  • The warning message that displays in the Deny and Update Previous Approvals views has been updated.

Complete Inspections (Watch Video (3m51s))

  • A new non-applicable status for inspection items that need to remain on the inspection but do not need to record a pass/fail has been added.
  • A new pending status for inspection items has been added.  It will be set as the default status for all inspection items.  The pending status will replace the existing blank (null) value on all existing items.
  • A new Pending Inspection Items dialog box has been added.  This dialog box will help complete inspections quicker when items are still set with a pending status and the inspection is being saved with a completed date.
  • The Delete Future Appointments dialog box has been added to inspections with a related complaint, violation, or project.
  • The Comment field changed to make it work like the notes field.  You can save a much longer comment and add a timestamp.

Import Property Information (Watch Video (3m10s))

  • The new Flood Zone field has been added so you can import the flood zone information from the import file.

Permit Inquiry (Watch Video (3m10s))

  • The new Flood Zone field has been added to the Property tab.

Property Inquiry (Watch Video (3m10s))

  • The new Flood Zone field has been added to the Property tab.

Setup/Merge Properties (Watch Video (3m10s))

  • The new Flood Zone field has been added to the Property tab.

Split/Merge Properties (Watch Video (3m10s))

  • The new Flood Zone field is available as an additional field for other applications that show the flood zone.  This is part of the Create Properties portion of the routine.

Business License

Business List (Watch Video (0m39s))

  • This report has been updated to support the new reporting features.

Inquiry (Watch Video (0m48s))

  • A license balance amount has been added to the summary section.
  • The Related Account button has been added to the toolbar.

Setup New Businesses (Watch Video (2m03s))

  • A prompt that displays when you try to add a business name that already exists has been added.

Web Services

  • The ability to query user-defined fields in the License and Business tables has been added.

Business Tax Collection

Fee List (Watch Video (0m35s))

  • This report has been updated to support the new reporting features.

Inquiry (Watch Video (0m26s))

  • A tax balance amount has been added to the summary section.

Cash Receipting

Enter Payments (Watch Video (1m32s))

  • A comment field has been added to the Void Receipt window.  This new field allows you to enter a text comment to explain why the receipt is being voided. 
Organization (Watch Video (1m08s))
  • The Require a Void Comment checkbox has been added.  Selecting the new option will require all users to enter a void comment on every voided receipt.
Web Services
  • A get Workspaces query to pull a list of existing workspaces that accept online receipts has been added.
  • A get Users query to pull a list of existing users that are available to assign to online receipts has been added.
  • The create receipt mutation has been updated to allow multiple workspaces that allow online payments.  If there are multiple workspaces assigned to the same third party, then a workspaces will be required when creating receipts.
  • The create receipt mutation has been updated to check for an assigned user for the workspace being used to create receipts.  If a user is not assigned to the workspace, then a user will be required when creating receipts.
  • A new Third party field to designate which third party is assigned to use a workspace has been added.  If multiple workspaces are set to the same third party or blank option, the third party will need to provide the workspace when creating receipts.
  • A warning message that displays when more than one workspace is being used for online payments has been added.

General Ledger

Change Current Period (Watch Video (0m24s))

  • This view has been updated with a new look and feel. 
Close Period (Watch Video (0m39s))
  • This view has been updated with a new look and feel. 
Create Reversing Entries (Watch Video (1m07s))
  • An option to use the reference number from the existing entry in the source journal has been added. 
Import Cleared Checks (Watch Video (1m21s))
  • This view has been updated with a new look and feel. 
Reset Transaction Bank Number (Watch Video (1m10s))
  • This view has been updated with a new look and feel. 

Materials Management

Issue Inventory (Watch Video (1m16s))

  • A Copy Fields feature has been added to the options menu that allows you to copy fields to the next transaction.
  • An option to set the default entry mode to Split Mode has been added.

Payroll

Create ACH File (Watch Video (2m01s))

  • This view has been updated with a new look and feel.
  • The ability to send an employee an email notification when a deposit is sent to their bank account has been added.
Employee Inquiry (Watch Video (0m47s))
  • The ability for the years history to save with the employee information during the current session has been added.

Timekeeping

Equipment Register (Watch Video (0m39s))

  • This report has been updated to support the new reporting features.

Hours Report (Watch Video (0m55s))

  • This report has been updated to support the new reporting features.
  • The ability to print the report for a batch or team has been added.
  • The ability to include the project accounting job number has been added.
  • The look of the pay code summary totals has been updated.
  • The employee hash and hours totals has been to the report.

Utility Management

Cancel Final Bills (Watch Video (2m56s))

  • This view has been updated with a new look and feel.

Delinquent Lists/Notices (Watch Video (3m55s))

  • A new form variables for Number of Delinquencies has been added.  You can use this new variable to show how many times a customer has been delinquent on the delinquent notice.  
  • A new warning message that displays when changing the report definition from the review tab has been added. 

Import Meter Readings (Watch Video (1m36s))

  • A validation to the report preview on the review tab has been added.  It checks for demand readings being imported on a non-demand meter.
  • The Quantity Billed variable as an available result for custom billing formulas has been added.  The usage will be used in the normal bill calculation if a Result variable line is replaced with the Quantity Billed variable.





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