Connected 7 Information

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Connected 7 is finally here!  Check out this list of great new features to help manage your business.

Version 7 Feature Summary:

  1. File attachments:  Attach any file type that is any size to any screen in Connected using the “Notes” function.  There is no limit to the number of attachments or file type.  All files are linked to the entry they are assigned and copied to a central folder on the server. 
  2. Payment Types:  Assign customer payments by type.  For example, check, wire, or Visa.  All payments will be grouped group by day, by type in Receipts Posting, Receipts Journal Report, and Bank Reconciliation.
  3. Quick Post General Journal entries.
  4. Inventory Items Advanced Find.  New pane in the inventory item list for “Advanced Find”.  Query multiple fields with “Starts With”, “Contains”, or “Equals” queries.  Query on multiple fields at once and retain the lookup and search while logged into Connected.  Ability to customize results columns and sort the information, by column, also included.
  5. Sales Order Ledger:  Order ledger, introduced in 6.4, now remembers columns and settings, even after closing the program.  Additionally, a drill down to an order can be performed while keeping the order ledger in the background.
  6. Purchase Order Ledger: New Purchase Order ledger with all of the same features that the Sales Order ledger has.  Easily track open/expected PO’s from a single screen.
  7. Manufacture Ledger:  New Manufacture ledger window with all of the same features that the Sales order has.  Easily track/modify/update open manufacture work orders.
  8. Batch Email customer invoices:  Generate and email customer invoices in large groups from new Email Preview window.  Generate  a large email batch, preview and select invoices, and choose customer contacts.  
  9. EDI Enhancements: Connected is now even more ready for your EDI needs.  We have added new 15 new custom fields in the Inventory Items window, two new UPC fields, and a new way to plug-in EDI export maps for trading partners.  Import orders, process, and export EDI Invoices.  NOTE:  Setup fees apply to format exports for new trading partners.   
  10. Additional Custom Fields for Customer:  Six new alpha-numeric customer custom field.
  11. Batch Print Separate PDF Files of Statement:  Generate Statements to individual PDF files.  Create a large run of statement files at one time.
  12. Batch Print Separate PDF files of Invoices:  Generate Invoices to individual PDF Files.  Create a large run of invoice files at one time.
  13. Native PDF printing on Windows – No more PDF 995 headaches.  Windows users can now print to PDF without any additional software.
  14. Import - IC Vendor Item Info:   Import and assign vendor part numbers to Inventory Items.  Import updates to existing vendor part numbers.
  15. Clone Purchase Order:  Duplicate Purchase Orders for all or some of the items
  16. New Close Year and Close Period location and operation:  Close year and close period operations have all been moved to central location under the File menu.  Optionally keep general journal detail history.  New “Purge Data” Utility for Administrators only that allows data to be purged from selected modules via one central screen/location.
  17. AR Customer Sales History Report:  New flattened export version of the report
  18. Connected Forms:  Order forms from www.connectedforms.com.  Located under the Help menu or the Help tab of the Navigator
  19. Enhanced record “Info” added to Sales Quotes:  Add same “info” tracking available in the Purchase Order, Sales order, and Manufacture window.
  20. New GL Account export option:  Export all info from the “Budget & Period Totals” tab of the Accounts window.  All information is formatted in an easy to use format to help with custom financial statement preparation.
  21. Import Sales Quotes – New option to import and append existing sales quotes