Connect Quarterly Update - 2025.02

Connect Quarterly Update - 2025.02

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:         February 2025

Version:                 2025.02

Install Instructions:       Install instructions WITH COWS 
                                                Install instructions WITOUT COWS         

All Applications

Checklists
  • The view used to print checklists has been updated.  The new version provides the following updated features:
    • Handles printing the rich text notes now used in checklists
    • Additional print options to control if there are additional blank rows, a date header, and alternate row shading
User-Defined Fields
  • Additional functionality has been added to user-defined fields to better handle large data as follows:
    • A Multiple line additional validation option has been added for Text user-defined fields.                                                                                                                                             
Banks
  • The ability to store and share EFT check numbers has been added throughout the application.                                                                                                                                                                                                                       

Accounts Payable

1099 Reconciliation Report (Watch Video (0m21s))
  • The look and feel of this report has been updated.
Enter Invoices (Watch Video (1m06s))
  • The ability to sort by the remittance while in redisplay mode has been added.
  • A validation error to verify that the GL activity number is active has been added.
Print Purchase Orders (Watch Video (1m22s))
  • The look and feel of this report has been updated.
  • The new forms base is now being utilized.
  • The ability to use the requisition number in selection criteria has been added.
  • The option to only print approved purchase orders has been added.
  • The vendor default terms variable has been added to the form.
  • A variable to display the open balance of a purchase order has been added.
  • A variable to display the GL activity title has been added.
  • A variable to display the GL account description has been added.
Requisition Inquiry (Watch Video (0m26s))
  • Created By, Created Date, Last Modified By, and Last Modified Date has been added to the column chooser.
Report Writer (Watch Video (1m11s))
  • Columns to view merchant vendor purchases and payments has been added.
Select Invoices for Payment (Watch Video (0m15s))
  • The Vendor Email field has been added to the column chooser.
Vendor Inquiry (Watch Video (1m11s))
  • The ability to see merchant vendor purchases and payments has been added to the Totals tab.
  • Columns to view merchant vendor purchases and payments has been added.

Accounts Receivable

  • The ability to print from this view has been added.

Animal License

  1. A Status column has been added to the License grid that shows active, expired, and inactive statuses for each license respectively.
License List (Watch Video (0m45s))
  1. A License Status Summary section has been added to the report that includes a list of statuses and a related count for each status.

Business Tax

Annual Comparison by Reporting Category (Watch Video (1m33s))
  • The look and feel of the report has been updated.
Annual Comparison by Tax Fee Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Business Activity Summary by Reporting Category Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Business Activity Summary by Tax Fee Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Tax Agency Summary Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Tax Collection Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Tax Comparison by Reporting Category (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
Tax Comparison by Tax Fee Report (Watch Video (1m33s))
  1. The look and feel of the report has been updated.
  1. The look and feel of the report has been updated.

Cash Receipting

Cash Receipting (Watch Video (6m03s))
  • The length of the receipt number has been increased by adding two digits to the front of the existing receipt number format.  All receipts after this update is installed will be formatted as follows: ##.######### ([Workspace].[9-digit receipt number]).
  • All reports, entry views, and receipt inquiry have been added to display the newly formatted receipt number.
  • Each workspace has a receipt update note added to the right side of the view.  The receipt update note displays the date when the receipt was updated and the last receipt number assigned to the receipt.
Receipt Inquiry (Watch Video (1m44s))
  1. The Receipt Lookup menu has been updated to include the confirmation number as an available lookup value.
  2. A confirmation number column has been added to the Payment Detail grid on the Search tab.
Unposted GL Report (Watch Video (0m23s))
  • The look and feel of the report has been updated.

Cemetery Management

Plots
  • The look and feel of the report and form has been updated.

Community Development

Open Balances Report (Watch Video (1m21s))
  • This report has been created to pull open balance information and unapplied amounts for permits, projects, property inspections, and violations.
  • A Receive Texts option and text message notification functionality has been added.  If checked on, a text (SMS) notification will be sent to the user's mobile phone when:
    • an appointment is scheduled, modified, canceled, or completed
    • an approval step is unassigned to them

General Ledger

Account Inquiry
  • The ability to view transactions from all dates has been added.
Detail Ledger
  • A validation error when a user isn't assigned to any GL accounts has been added.
Enter Journal Amounts (Watch Video (0m47s))
  1. Password requirement have been added when using a terminated general ledger account number.
Update Project Accounting (Watch Video (0m45s))
  1. The view has been modified to update deposit type transactions as Contributions.

Government Reporting

Checkout W-2 Employees
  • The routine has been updated with a new look and feel.
Convert Year-end Tax Information
  • The routine has been updated with a new look and feel.

Payroll

Calculate Leave Time (Watch Video (0m49s))
  • This routine has been updated with a new look and feel.
  • The ability to accrue time before the employee can take the hours has been added.
  • The leave to accrue in the month of the period has been updated.
Enter Leave Time Adjustments (Watch Video (0m50s))
  • A warning if the entry is for negative hours has been added.
Modify Existing Employees (Watch Video (1m10s))
  • The Extra Amount field has been disabled on gross type pay codes to prevent errors.
  • The ability to calculate annual leave limits based on anniversary, fiscal year, and calendar year dates has been added.
  • The view to calculate frequency settings using the organization settings has been added.
Pay Code Transaction Report (Watch Video (0m40s))
  • The report has been updated with a new look and feel.
  • The ability to use summarization pay codes has been added to the report.
  • The ability to use a transmittal vendor in selection criteria has been added.
  • The ability to set the report to prompt for dates has been added.
  • Employees with no amounts will not be shown in the report.
  • The ability to show leave hours has been added to the report. 

Project Accounting

Close Job - Final (Watch Video (1m35s))
  • A warning has been added when there are future costs for a job.
  • A grid to display the GL transactions before the job is closed has been added.
Job Actual Costs Report (Watch Video (1m04s))
  • The look and feel of the report has been updated.
  • The transaction table has been added to the selection criteria.
Job Actual Costs Summary (Watch Video (1m04s))
  • The look and feel of the report has been updated.
  • The transaction table has been added to the selection criteria.
  • The grid size on the detail tab has been expanded.
  • The look and feel of the report has been updated.

Utility Management

Create Meter Reading File (Watch Video (1m56s))
  • The look and feel of this view has been updated.
  • Last Rd Time (Last Read Time) has been added as an export variable.
  • Phone 1 (Customer Telephone 1) and Phone 2 (Customer Telephone 2) have been added as export variables.
  • Sec. Name (Secondary Name) has been added as an export variable.
  • An option to Only include meters without a period meter reading has been added to exclude accounts that previously imported a meter read.
Enter Billing Adjustments (Watch Video (1m40s))
  • A Description History to Display field has been added to the Options window to designate how many descriptions history records to provide in the list.
  • The validation for the Usage Modifier 2 Adjustment field has been updated.  This release will increase the maximum field value from 100 to 999.

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