System Management
Connect Quarterly Update - 2024.11
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: November 2024 Version: 2024.11 Install Instructions: Install instructions WITH COWS Install ...
Security Groups Setup for Connect
See Attachment
Connect Quarterly Update - 2024.08
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 2024 Version: 2024.08 Install Instructions: Install instructions WITH COWS Install ...
Connect Quarterly Update - 2024.05
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: May 2024 Version: 2024.05 Install Instructions: Install instructions WITH COWS Install ...
Connect Quarterly Update - 2024.02
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 2024 Version: 2024.02 Install Instructions: Install instructions WITH COWS Install ...
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 ...
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 ...
Community Portal Enhancements - August 2023
Release Date: August 3, 2023 The following enhancements can be found in the July 2023 update of the Community Portal. Login Page Bottom Text (Watch Video (0m56s)) The ability to add text to the bottom of the login page has been added. Landing Page ...
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. ...
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 ...
Connect Quarterly Update - 2022.11
Release Date: November 2022 Version: 2022.11 Install Instructions: Install instructions WITH COWS Install instructions WITOUT COWS All Applications From Updates The following forms ...
Connect Quarterly Update - 2022.08
Release Date: August 2022 Version: 2022.08 Install Instructions: Install instructions WITH COWS Install instructions WITOUT COWS All Applications Print Settings Print options section ...
Connect Installation Instructions
Connect Instructions From the WORKSTATION that you will run the install: Launch Connect as an administrator. Right-click on the icon and select Run as administrator. Everyone needs to be out of Connect before you perform the update. Follow these ...
Connect Installation Instructions with COWS
Connect Instructions From the SERVER that you will run the install: Logon to the server where the Connect databases are stored. Open Services on the server. To do this, use Windows Search and type "services". Click on Services. Find Caselle Connect ...
Connect Quarterly Update - 2022.05
Release Date: May 2022 Version: 2022.05 Install Instructions: Install instructions WITH COWS Install instructions WITOUT COWS All Applications Organization Setting Specific routines ...
Multi-Factor Authentication - Ontech
If you are using Ontech cloud hosting, the ability to utilize multi-factor authentication (MFA) to login to Connect will be available on May 18, 2022. This article will explain what MFA is, how it will work with Ontech, and why MFA is important. What ...
Update a Workstation Manually - Connect
Open the attached document to view the instructions on how to manually update a machine installed with Caselle Connect.
Install Caselle on a Workstation - Connect
** If you would like to download this information, in the upper right corner click on Download as PDF The client needs to have a mapped drive to the shared Caselle folder on their server. Right Click on the This PC in File Explorer and choose Map ...
Log into Connect with Your Windows Password
Log into Connect with Your Windows Password Starting with the May 2021 release, Connect now allows you to log into the application without a separate password. Instead, you can login using the network username and password that you use to sign into ...
Zoom Tool
Reporting
Setting up a new user
To setup a new user, follow these steps: - Go to System Management | Security | Setup/Modify User Rights - Click the New button - Enter User ID, Name, and Network user ID (not required) - Click the Change button and enter a temporary password - Click ...
Display Issues
Here are the steps we took to resolve your display issues: 1. Right click on your Desktop and select Display Settings 2. Set "Scale and layout" to 100%. Setting this to a percentage larger than 100% is what causes display issues in Caselle 3. Make ...
Missing Printers & Drives with Citrix Environments
Description of Problem: When using Caselle in a hosted configuration with Citrix, printers and drives do not display in Caselle from a user's workstation. Possible Solution: Verify whether the use light version of Citrix was installed rather than ...