CONNECTED 7.1 – NOV 2012

Click to jump to a section:

  1. Connected Navigator
  2. Automation and Data Exchange
  3. Inventory Product Labeling
  4. Reporting Enhancements
  5. Vendor EFT (Electronic Fund Transfer) Payments
  6. Productivity and Workflow Improvements
  7. Additional Enhancements

Connected Navigator

  1. Redesigned Connected Navigator screen with new crisp modern aesthetic
  2. Modernized module icons.
  3. Color coated buttons to open screens and other operations.
  4. New colors improve visual guidance during day to day usage, new user training, and user privilege set up.

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Automation and Data Exchange

  1. New import Purchase Order receiving Action from within the Purchase Order window. If you have a text file of part numbers and received quantities, you can now choose to import a PO Receiving. This can be very helpful when entering a partial receiving for a lengthy PO.
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  2. Transferring data into Connected has never been easier with the Auto Import function now including added support for Customers, Invoices/Credit Memos, and Purchase Orders. This is in addition to Inventory Items and Sales Orders that were supported in previous versions. Transferring data into Connected from external sources has never been easier.
  3. New Expense report import. Import expense reports that are created from outside applications, including iOS or cloud apps that can create customizable exports in a text file format. Expense Reports window has also been enhanced to include the record info button to track the import, add, modify, and posting of Expense Reports by user/date/time.

Inventory Product Labeling

  1. Inventory Item Labels – finally! New customizable label form to print inventory item labels from the Item List report to help categorize and identify products in your warehouse. As with other Connected forms, bar code fonts are supported in our Custom Fonts form options.
  2. Print Inventory Item labels during a Purchase Order receiving. Do you need to identify incoming raw materials or goods? You can print labels, which can include lot and serial numbers, while processing the receiving of goods on a purchase order.
  3. Print Inventory Item labels for finished goods in the Manufacture/Work Order window. Print as many labels as you need for each manufactured item to help identify your products.

Reporting Enhancements

  1. New option to back date the Inventory Valuation for both Average and FIFO costing methods
  2. Customer Sales History Report has been enhanced with a new summary version that allows both the current year and previous to be compared and also the exclusion of customers with sales below a certain amount.
  3. New Trial Balance report option – “Accountant’s Version”. Print your Trial Balance the way your accountant wants to see it to PDF, spreadsheet, or screen/printer.
  4. New options to print customer invoices to separate PDF files. This feature is great for keeping a digital copy of customer invoices or making PDF files available online for your customer’s to view their invoice history.
  5. Just in time for 1099’s, new form alignment to help ensure the easy printing when doing a run of many 1099 forms at once.
  6. New option in to exclude certain payments from 1099 reporting. If you have specific payments to vendors made to 1099 vendors that should not be included in 1099 report totals, the payments can now be marked to be excluded on an individual basis
  7. The Customer Incomplete Order report has been enhanced with a flattened export. The flattened export contains many fields not on the standard report, including line item discounts. Since the export is flattened, it can easily be sorted and manipulated in a spreadsheet application.
  8. Manufacturing reporting has been significantly enhanced with a new “Component Summary” version that displays a single line per component, combining all open work orders and component quantities required. By doing this, along with displaying the item stock levels, purchasing components or raw material for manufacture has never been easier.

Vendor EFT (Electronic Fund Transfer) Payments

  1. The vendor Payment Advice is now a fully editable form. Add your company logo, change the layout, change the fonts, and add bank specific information as required. As in previous versions, easily email a copy of Payment Advices to vendors whom you have paid electronically.
  2. Batch email payment advices to vendors from our new Payment Advice report. If multiple vendors have been paid electronically the payment advices can easily be emailed in a single batch or all at once. Just like customer invoices, email 10, 20, 30+ payment advices to your vendors in one easy action.
  3. New options to create EFT (Electronic Funds Transfer) files that can be sent to financial institutions via the new EFT Export feature. The EFT export can require a customized setup to meet the formats of your financial institution. However, once completed, payment files can be easily sent to the bank, based on the information in Connected, to disburse your vendor payments. This feature is nicely complimented by the new ability to batch email payment advices to vendors so that your vendor receives a document indicating the exact invoices that were settled.
  4. Additional Vendor Electronic Payment enhancements include a new option to auto number electronic payments and have them included in a “Make Payments” (aka check run). When creating a batch of payments, the Electronic payments are identified with an easy to see icon as well as totals for both printed check and EFT (Electronic Funds Transfer) are available. As in previous versions, Electronic payments can be posted at the same time a batch of checks is printed and it will not affect numbering or printing of the standard check forms.7-1_vendoreft

Productivity and Workflow Improvements

  1. Increased speed for both Quick Post and Post Sales. Experience speed improvements that will cut load times by 50%, even more in some cases, for the posting of customer invoices.
  2. New Sales Quotes Ledger that allows all open and closed quotes to be tracked in a single screen. Like similar windows for the Sales Orders, Purchase Orders, and Work Orders, the Quotes ledger allows the columns to be customized and remembered, even when you quit Connected. Easily view, open, and export customer quotes.
  3. New general “E-mail” address field added to both the Customers and Vendors screens. This new field, if it contains an email address, will also be available to email invoices or purchase orders and will not require the addition of a Contact entry.
  4. Account Invoices window now supports arrow buttons to reorder the line items on unposted invoices. This feature was previously only available in the Sales Order and the Sales Quotes screen.
  5. Creating a Purchase Order from a Sales Order has been enhanced by allowing item stock information to be viewed and PO quantities to be calculated or edited on an individual line basis.7-1_productivity

Additional Enhancements

  1. Increased the number of CSF’s (Custom Sales Fields) from 11 to 21 by adding 10 new alpha-numeric fields. CSF’s can be found in the Sales Quotes, Sales Orders, Account Invoices, and Credit Memos screens.
  2. Sales Order Ledger window now has a new column that can be added for “Back Order Total”
  3. New version of the Connected ODB Server software for Mac OS with enhancements and fixes.
  4. New layout and look to the Connected to the logon screen.
  5. General program maintenance and fixes (see release notes for details)

All Connected Releases:

CONNECTED 8.3 – MAY 2018

CONNECTED 8.2 – NOV 2017

CONNECTED 8.1 – NOV 2016

CONNECTED 8.0 – NOV 2015

CONNECTED 7.3 – NOV 2014

CONNECTED 7.2 – NOV 2013

CONNECTED 7.1 – NOV 2012

CONNECTED 7.0 – JAN 2012

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