Connect Quarterly Update - 2023.11

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 instructions WITOUT COWS         

Animal License

Update License Information (Watch Video (2m05s))
  • The Fee additional field has been updated to show the fee description in addition to the fee amount.

Accounts Payable

Enter Manual Checks (Watch Video (1m11s))
  • The option to increment check numbers has been added.  The check number box will populate with the available number for the selected bank.
Renumber Vendors (Watch Video (0m41s))
  • This view has been updated with a new look and feel.
Void Invoices (Watch Video (1m12s))
  • This view has been updated with a new look and feel.

Accounts Receivable

Delete Statements (Watch Video (1m45s))
  • This view has been updated with a new look and feel.
Update Project Accounting (Watch Video (0m30s))
  • This view has been updated with a new look and feel.
Void Invoices (Watch Video (0m44s))
  • This view has been updated with a new look and feel.

Building Permits

GL Reconciliation Report (Watch Video (0m21s))

  • The property table columns have been added to the selection criteria as available options.

Organization (Watch Video (1m11s))

  • The Enter Payments in Cash Receipting checkbox has been added.  Selecting it will use Cash Receipting for payment entry instead of using Community Development.

Modify Existing Permits, Setup New Permits (Watch Video (0m56s))

  • The Alert Message box has been added.  Adding text will display the text in a pop-up dialog box when the permit is displayed.

Permit Inquiry (Watch Video (1m05s))

  • The workflow status link has been updated to include the inspection number as part the inspection setup.

Property Inquiry (Watch Video (1m16s))

  • The codes grid on the Violations tab > Violations subtab has been updated to allow you to add additional columns.

Business License

Business License Forms (Watch Video (1m28s))

  • The Rate Level Amount/Rate variable has been added to print the amount/rate from the rate tied to a business.

Checkout (Watch Video (2m27s))

  • The Check for credit balance to reallocate checkbox has been added.  Selecting it will check for businesses with a credit balance that can be applied to unpaid amounts.

Organization (Watch Video (1m39s))

  • The ability to insert a link to a web address has been added into the renewal billings email template.

Reallocate Credit Balances (New) (Watch Video (2m27s))

  • This new view has been added to move credit balances to rates with a positive balance.

Modify Existing Business, Setup New Businesses

  • Filters have been added to this view.

Transaction Register

  • This view has been updated to support new reporting features.

Business Tax Collection

Organization (Watch Video (1m39s))

  • The ability to insert a link to a web address has been added into the return created email template.

Cemetery Management

Checkout

  • A system check has been added to report an error if there is a plot record with a blank formatted location.

Recalculate

  • The Assign the available owner to plots without an owner checkbox has been added.  Selecting this option will assign the available owner to plots without an owner.

Check on Demand

Check Inquiry (Watch Video (0m25s))

  • The void check functionality has been updated.

Check Register (Watch Video (0m30s))

  • The report has been updated with a new look and feel.
  • The option to view comments in the report has been added.
  • The option to view GL account information in the report has been added.
  • The option to print signature lines in the report has been added.

Void Check (Watch Video (0m29s))

  • This view has been updated with a new look and feel.
  • The Void Date box option has been added so you can choose a void date for the void checks.

General Ledger

Bank Reconciliation Report (Watch Video (1m55s))

  • This view has been updated to support new reporting features. 
  • The bank reconciliation balance has been added to show if the proof does not equal zero.
  • Selection criteria has been added to this report
Budget Worksheet (Watch Video (2m46s))
  • This view has been updated to support new reporting features. 
  • The ability to suppress general budget notes has been added when including budget notes for a specific year.
  • Extra space has been added when printing notes after an account.
  • Additional date options have been added for yearly and quarterly periods.
  • An option to include pending transaction amounts has been added.

Close a Budget Level (Watch Video (0m35s))

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

Copy Journal Entries (Watch Video (0m57s))
  • A warning has been added that will display when the copied entries create an out-of-balance journal entry total. 
Finance Worksheet
  • This report has been updated to support new reporting features.
  • A With Activity option has been added to the Accounts to Include menu.  Selecting this option will include only accounts with activity for the selected periods. 
  • The Replace Account Segments checkbox has been added.  Selecting this checkbox will correct header account issues on reports. 
Reopen a Budget Level (Watch Video (0m34s))
  • This view has been updated with a new look and feel.
Setup Period Dates (Watch Video (1m01s))
  • This view has been updated with a new look and feel. 

Government Reporting

Checkout 1099 Recipients (Watch Video (0m44s))

  • The view has been updated to support Canadian vendors.

Convert Year End Tax Information (Watch Video (0m29s))

  • The pay code information field has been expanded on the report.

Create Electronic 1099 File (Watch Video (0m40s))

  • The state reporting functions have been updated in the file.

Create Electronic W-2 File (Watch Video (0m51s))

  • Selection criteria has been added to filter records.
  • The view to support the State of Illinois has been updated.

W2/W3 Report (Watch Video (0m57s))

  • The way the report prints when an employee works in multiple states has been updated.

Human Resources

Employee Compensation Report (Watch Video (1m09s))

  • The report has been updated with a new look and feel.
  • The Include Benefit Amounts checkbox has been added.  Selecting this option will include fringe benefits.

EEO-4 Report (Watch Video (1m03s))

  • The report has been updated with a new look and feel.
  • The option to filter for positions has been added.

Payroll

Change Check Issue (Watch Video (1m17s))

  • The report has been updated with a new look and feel.
Custom Forms and Letters
  • Include employee transactions has been added.

EFTPS Report (Watch Video (0m31s))

  • The report has been updated to use a pin number that begins with a zero.

Employee Compensation Report (Watch Video (0m35s))

  • The report has been updated with a new look and feel.
  • The following options have been added: to see hours on the report, to export the report from Payroll, and include a pay code totals section.

Employee Tax Summary (Watch Video (0m47s))

  • Additional Medicare has been added as its own item.

Organization (Watch Video (1m21s))

  • Date options for monthly and semimonthly pay frequencies has been added.

Pay By Exception (Watch Video (0m41s))

  • Pay period information has been added to the report.

Pay Code List (Watch Video (0m13s))

  • Additional Medicare has been added as its own item.

Payroll Register (Watch Video (0m22s))

  • State specific tax type codes to the summary section has been added.

    Timekeeping

    Enter Employee Time

    • The option to verify GL Accounts when the GL interface is Other has been added.

    Utility Management

    Cancel Final Bills 

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

    Checkout (Watch Video (10m42s))

    • This view has been updated with a new look and feel.
    • The section checkboxes to select/unselect the checkboxes in the section have changed.
    • An encryption check to look for unencrypted data in the customer an disbursement database tables has been added.
    • An option to Check for inactive consolidated master customers  has been added.  This option will return a list of customers that are set up as the master account for consolidated billing but are not active.
    • An option to Check for transactions with invalid amounts has been added.  This option will return a list of transactions that have more than two decimal places in the amount.
    • An option to Check for duplicate EMR IDs  to the meter information section has been added.
    • The Verify landlord customer accounts option has been updated.  It will verify all landlord accounts have an existing landlord ID as well as if a landlord account has a final date.
    • A system check to verify all rate records have a maximum value set for the quantity level field has been added.
    • An option to Check for meters tied to multiple billings has been added to the Billing Information section.
    • An option to Check for duplicate route/sequence information has been added to the Meter Information section.
    • An option to Check for deposit activity without a deposit service has been added to the Deposit Information section.
    • An option to Check for customers missing the deposit service has been added to the Deposit Information section.
    • An option to Check for inactive meters at a location has been added to the Location Information section.
    • The Verify an active customer exists at each location has been updated to select All Locations or Locations with a Meter. 

    Enter Billing Adjustments (Watch Video (4m04s))

    • This view has been updated with a new look and feel.  
    • Editing functionality has been added to the allocation grid that allows you to set a specific rate and quantity for each service on the adjustment.
    • A comments field has been added to store any additional information related to the adjustment.
    • A Final Billed Customer warning dialog box and an additional label in the Customer information section has been added to designate if the customer has been given a final bill date.
    • The Description field has been changed to a self-validating field.  It will show the previously used value after saving an adjustment.

    Enter Payments (Watch Video (1m16s))

    • This view has been updated with a new look and feel.
    • A Final Billed Customer warning dialog box and an additional label in the Customer information section has been added to designate if the customer has been given a final bill date.
    • The search functionality on the Customer field has been updated to search by customer name, customer number, or both. 

    Recalculate

    • The old version of the routine has been added to the Organization menu for troubleshooting purposes.

    Write-off Account Balances (Watch Video (0m43s))

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




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