CONNECTED 7.0 – JAN 2012
Click to jump to a section:
- File Attachments
- Payment Types
- Quick Post General Journal entries
- Inventory Items Advanced Find
- Sales Order Ledger
- Purchase Order Ledger
- Manufacture Ledger
- Batch Email customer invoices
- EDI Enhancements
- Additional Custom Fields for Customer
- Batch Print Separate PDF files of invoices
- Native PDF printing on Window – No more PDF 995 headaches
- Import – IC Vendor Item Info
- Clone Purchase Order
- New Close Year and Close Period location and operation
- AR Customer Sales History Report
- Enhanced record “Info” added to Sales Quotes
- New GL Account export option
- Import Sales Quotes
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.
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.
We now have Quick Post General Journal entries.
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.
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.
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.
New Manufacture ledger window with all of the same features that the Sales order has. Easily track/modify/update open manufacture work orders.
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.
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.
Six new alpha-numeric customer custom field.
Batch Print Separate PDF Files of Statement: Generate Statements to individual PDF files. Create a large run of statement files at one time.
Generate Invoices to individual PDF Files. Create a large run of invoice files at one time.
Windows users can now print to PDF without any additional software.
Import and assign vendor part numbers to Inventory Items. Import updates to existing vendor part numbers.
Duplicate Purchase Orders for all or some of the items
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.
New flattened export version of the report Connected Forms: Order forms from www.connectedforms.com. Located under the Help menu or the Help tab of the Navigator
Add same “info” tracking available in the Purchase Order, Sales order, and Manufacture window.
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.
New option to import and append existing sales quotes