To maximize efficiency with Connected accounting software, it’s crucial to leverage the right features. By utilizing tools that minimize redundancy, assist with reporting, and simplify document management, business processes can be streamlined to boost productivity.
The following are three essential tools that every Connected user should know:
Connected Views is a robust feature that allows users to create custom views of their data, tailored to specific needs. By filtering, sorting, and organizing data to suit your workflow, you can quickly access the most relevant information without sifting through standard reports. This not only saves time but also reduces redundancy, as custom views can be saved for future user. Connected Views enhances efficiency by providing instant access to key insights, making it a valuable tool for streamlining everyday accounting and management tasks.
Connected My Reports is a convenient feature that lets users generate, interact, and store reports for quick access. My Reports supports report markup (bold, highlight, color..etc), source drill down, and advanced selective copy/paste. Whether its a financial summary or a detailed inventory sales analysis, My Reports let's information be stored across sessions and is indispensable for month/quarter/year end processes.
Connected Attachments, aka document management, is a versatile feature that allows users to easily attach and store important documents directly within the related record. Vendor Invoices, Customer Purchase Orders, and Contracts are just a few examples of commonly stored files so all company data is organized and stored in one place. Using Connected File Attachments reduces the hassle of searching through emails or external folders to find critical information. By keeping files linked to specific records, a business can streamline document management, enhance accuracy, and saves time. Connected file attachments are an invaluable tool for efficient business operations.
About Connected
The Connected Accounting and ERP platform, by Accountek Solutions Inc. has been helping SMBs manage their businesses for over 30 years. With our best-in-class Connected on Demand cloud (subscription) and our award-winning Desktop application for macOS and PC (perpetual license), Connected offers the choices businesses demand. The Connected platform is offered in both Connected Enterprise and a scaled down Connected Core Financials configuration.
To learn which Connected product and platform is best for your business, complete our software Needs Analysis or Download a Free Trial today. If you have questions, just call us @ (888) 678-5856, anytime.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article