January 2026 - The following is a list of improvements and changes made in the Connected Accounting and ERP Software, version 12.0. Connected offers both Cloud SaaS and local Desktop deployments. Connected 12.0 is a powerful 64-bit multi-platform solution (PC and macOS). Connected 12.0 Desktop runs as a native application on Apple's powerful M series chips (M4, M5..etc). Connected 12.0 is a notarized application that fully supports Windows 11 and macOS 26 (aka Tahoe).
Connected 12.0 System Requirements
Already using Connected? Request the Connected 12.0 Update
Submit a Ticket to request a recording of the Connected 12 Preview Webinar.
Connected 12.0 Changes (click heading below to view specific changes):
ARTICLE CONTENTS
- General System Wide Enhancements
- General Ledger
- Sales and Receivables
- Sales Orders and Quotes
- Purchasing and Payables
- Inventory and Manufacturing
- Job Costing
- Data Exchange and Importing
- Maintenance and Fixes
General System Wide Enhancements
Modern UI Update and Support for "Dark Mode"
1) All screens and report windows have been updated with new icons, updated themes, and a modern aesthetic.
2) Dark Mode fully supported on macOS and PC.
3) Default Windows PC font changed from Calibri to Segoe UI.
4) All main screens, setup windows, and defaults windows updated with modern UI.
Updated Connected Desktop window applying modern UI and theme based icon strips
6) New icons on macOS and PC follow currently selected theme.
Connected Mail (aka Email)
Connected Mail is a built-in outbound email protocol that does not require a third party email client. Sending documents like order confirmations, customer invoices, statements, purchase orders, and sales quotes are all supported with Connected Mail. Connected Mail works in all places that email previously worked and replaces the need for a third party application.
KB Article --> Connected Mail (aka E-mail)
Spell Check
A new spell check has been enabled in all Note and Description fields. Words spelled incorrectly will be underlined so errors can be quickly resolved on lengthy invoice descriptions or notes, for example.
Ledger and Query Windows - New Selective Clipboard/Export Options
Ledger and query windows have all been equipped with new export options. Each window is now has the same copy/select option that is in My Reports. The following options are offered:
Copy Selection - copy only the selected lines
Copy Selection with Column Labels - copy only the selected lines and the column labels
Copy Selection with Entire Header - copy selected lines, column labels, and report header information
Copy Entire Report - All data will be copied, including totals, column labels, and report header information
Additionally, results can now be exported to Excel or Text file with the Entire Header or Column Labels only.
This affects the following ledger/query windows: Customer Query, Vendor Query, Inventory Item Query, Job Query, Sales Quote Ledger, Sales Order Ledger, Sales Ledger, Receipts Ledger, Purchase Orders Ledger, Purchases Ledger, and Payments Ledger
Posting Steps Decreased by 25%
Time matters and the Connected posting process has been streamlined to remove an additional posting prompt. In Connected 12, when any posting is selected, the Preview window will now automatically appear, removing one of the warning prompts.
Modern Report Framework Migration
The Connected modern report framework, has been ongoing since version 11. The updated report framework supports themes, report notes, easier report selections, and updated modern UI. In past version 11.x updates the progress on this migration as been updated. As of Connected 12, all reports have been migrated to the modern framework and have been updated with the Connected 12 theme and UI.
Additional System Wide Enhancements
1) If you or another user at your company has ever lost all changes by pressing the ESC key automatically, then this may be for you. Connected 12 has modified the handling of the ESC key in specific windows so an additional warning is provided before exiting without saving changes. If this has happened to any of your company users, Submit a Ticket for instructions on how to make the changes and add the additional warning. The current windows affected by this change are Sales Quote, Sales Order, Purchase Order, IC Receiving/Withdrawal, Account Invoice, and Manufacture.
2) Connected on Demand - Disable printer has a changed message. When switching access from one workstation to another, Connected on Demand would post a message indicating the default printer has changed. This message was deemed unnecessary and is been removed, based on many user requests.
3) The Connected Backup window now has "Include Attachments" OFF by default to help speed up backups when attachments are not needed.
General Ledger
Import Bank files for Bank Reconciliation
Connected can now import files downloaded from your bank to help match and clear transactions. Download and load bank transactions from a QuickBooks bank export or, other format, into the redesigned Bank Rec window.
More Information >>>> Importing Bank Statements for Reconciliation
Journal Entries Report - Condensed Account Summary
A new report type, "Condensed Account Summary", has been added to the Journal Entries report. The new report prints only the Account Summary, which was previously available only at the end of a Detailed Journals Entry report.
Report columns, from left to right: Account No, Account Description, Debit (total net), Credit (total net), and Net Total.
Trial Balance Report
General Ledger Account custom fields will now be included when exporting a Trial Balance "Summary" or "Accountant Copy" version of the report to Excel or Text file. The custom fields, from Accounts window, will only be included if they are in use.
Sales and Receivables
Cardpointe Payment Processing
Connected 12 introduces a new customer payment option: Cardpointe, by Fiserv. The BluePay gateway will continue to work as CardPointe is a sister product under the Fiserv umbrella. Notable improvements are enhanced PCI compliance, updated card entry UI, and the ability to use a HPP (hosted payment page). HPP's are payment pages that can be included as a link on invoice or within an email so Customers can make a self serve payment.
Customer Receipts (aka Customer Payments)
1) Hold Checkbox. Receipts can be entered and placed on Hold. The hold will omit the receipt(s) from posting, until the hold is removed. A typical use case may be to charge a customers credit card and have an issue with the processing - the receipt can be marked as hold until new payment information has been provided. Previously, the receipt would need to be deleted and re-entered, to avoid accidental posting.
2) The Receipt number field has been increased from 10 to 15 characters so long check numbers or other long reference numbers can be accommodated.
3) Email from Receipts window has been updated so that when a receipt is emailed, including the receipt PDF file, it will default to the Payment Receipt version. This is customer friendly and does not show general ledger accounts or other information. In previous versions this option had to be selected, now it is the default on email.
Payment Receipt Example:
4) Payment Receipt now includes a clear indication of the Currency the payment was received in, if multiple currencies have been enabled.
Recurring Invoices Enhancements
Recurring Invoices have been updated with the following improvements
1) Post Batch No - If the Post Batch No has been enabled for Invoices, a recurring invoice can now store and pass the batch number to the corresponding Account Invoice, when created.
2) Custom Line Fields - Recurring Invoices now support custom line item fields, in addition to Custom Sales Fields. Custom line fields defined on recurring invoices, are now transferred to the corresponding Account Invoice, when created. Previously, only Custom Sales Fields where available.
3) Flattened Export of Invoice details is now supported under the print menu, by selecting either Text File or Spreadsheet.
Sales Tax Summary Report
The Sales Tax Summary report no includes the following changes to the "Summary" report export (spreadsheet/text file) to make a complex Sales Tax remittance much easier:
- "Summary" report export has been cleaned up to be a flattened export, with one row per tax code, for the reporting period.
- Each row, in the "Summary" report export, has the following columns:
Tax Code (current report export)
Tax Description (current report export)
Taxable Total (current report export)
Nontaxable Total (current report export)
Invoice Subtotal (current report export)
Tax 1 (current report export)
Tax 2 (current report export)
Type
City
County
State/Province
Level 1 Tax Percent
Level 1 Label
Level 1 G/L No
Level 1 Tax Freight
Level 1 Tax Surcharge
Level 2 Tax Percent
Level 2 Label
Level 2 G/L No
Level 2 Tax Freight
Level 2 Tax Surcharge
Calculate Tax 2 on Tax 1
Account Invoice - Detailed Export
Flattened export of the Account Invoice window, from the Print menu. Export is flattened and can be useful to check information for a large invoice or to format and send as an electronic record.
Payment Methods - Group on Bank Reconciliation
New option to specify which payment methods are grouped on the Bank Reconciliation. For example, checks may be grouped while EFT/ACH can be set to show individually. This change was made, in part, to help support the bank rec file import.
Sales Orders and Quotes
Sales Order Surcharges
The Customer Surcharge feature, introduced in Connected 11.0, has another major update. Surcharges are now visible in the Sales Orders window and support all the same features that are in the Account Invoice. Visibility in the totals section of the Sales Order, edit ability, option to add to Sales Order form (dollars and percentage). Surcharges included on Sales Orders are automatically calculated and transferred to the Invoice, based on what is shipped. This change makes the surcharge visible, before the order is shipped, and can be used to display Tariff or Freight surcharges, before shipping.
More Information >>> Customer Surcharges
Item Alert - Sales Quotes
The Sales Quotes window now supports Inventory Item alerts. The item alert is now shared with Sales Quotes/Sales Orders, which is defined in the Inventory Items Window, under the "Alerts" tab.
Batch Number on Sales Orders
The batch numbers, used to help separate posting, has been added to the Sales Order window. The batch number transfers to the corresponding Invoice when the order is shipped. Enabling the batch numbers is done in the A/R Defaults screen by selecting "Account Invoice Batch Posting".
Packing Slip Form Total Quantity Fields
The following fields have been added as standard fields for the Packing Slip form:
Total order qty
Total ship qty
Total prev shipped qty
Total back order qty
For more information on customizing printed/PDF forms >>> Customizing Printed/PDF Forms
Purchasing and Payables
Freight Dollar $ and Percent % Allocation for Purchase Order Receivings
A significant change has been made to cost allocation options for inbound Freight charges on Inventory. In previous versions, only the percentage of freight could be allocated to each item, providing a freight factor on receiving ($10 product received with 10% Freight Factor, item is received at a total cost of $11).
Building on the existing functionality, the Freight percentage will now show a dollar allocation, based on the percentage. If an item is received for 10$ with a 10% freight factor, the $1 allocated for Freight will be visible. The dollar value can also be changed to whatever is required for that specific product, updating the percentage with the change. A total freight, in dollars, also is visible so that a total freight charge can be verified when spreading it across the received items. When a PO Receiving is saved, especially a lengthy receiving for many items, it can be exported prior to posting in a flat file for easy checking and totalling to make sure the allocations are correct.
This visibility is a game changer when receiving complex purchase orders from overseas, domestically with freight, and/or in foreign currencies. It extends Connected's advanced Cost Factor allocations to the next level with more precision/accuracy in inventory costi allocation.
Last Paid Date Field in Purchases Ledger
The Purchases Ledger has a "Last Paid Date" added to the field picker. The new field can be added as a custom column, sorted, and exported. Click for more information on >>> Using the Purchases Ledger.
New Field in Purchase Order Receiving Label Print Window
A new field has been added for custom data to be added, when printing Item labels from a Purchase Order Receiving. The new field can be used to add custom data, required, at the time of label printing.
Additional Purchasing and Payables Enhancements
1) The Vendors window, alerts and comments tab, has been rearranged with layout changes.
2) Multiple new formats added/supported and ready to use with the EFT/ACH payment export subscription. For more information on the EFT/ACH payment export subscription >>> EFT/ACH Payments
Inventory and Manufacturing
Inventory Item No Length Increased from 15 to 25 Characters
The Connected item number field has been increased from 15 to 25 characters. This can help store long part numbers as the primary lookup, while continuing to use the designated "Long Item No" field for item codes with characters of 26+. In making this change to Connected, there were many additional enhancements completed. Window layouts were enhanced as well as horizontal resizing to the item number field was applied to many windows and report
Full List of Changes >>> Inventory Item No Field Length - Increase from 15 to 25 Characters
Inventory Item Details - New Layout
To help facilitate the Item No field being lengthened, the Details tab of the Inventory Item window has a new layout applied. Fields like "Selling Price" have been made more prominent and in a more logical tab order. Additionally, less used tabs like "EDI" and "Images" are nested in the bottom right. An example of the new window layout is shown in the following screen:
Bin Number Field Length Increase
Bin Number field, for an Inventory Item, has been increased from 12 to 20 characters.
Job Costing
Timesheets Window - Print to Spreadsheet/Text File
The timesheets window can now allows a single timesheet to be exported. A new option of Text File/Spreadsheet from the Print menu will generate a flattened export file of the Timesheet details.
Data Exchange and Importing
Data Exchange Enhancements
1) New option for Purchase Order (Header and Details) export job creation
2) New FTP Destination for export jobs so that data can be transferred to external source.
3) New option to support automated backup jobs via the Data Exchange
4) New option to create email notifications for data exchange jobs and backup.
For full information on the Data Exchange and how the new and existing features can be used, please submit a ticket to request the full documentation and configuration instructions.
Import Support for CSV File Types
All modern imports, that support the modern import framework, can now accept both Tab Delimited Text and Comma Separated Values (aka CSV) file types. The modern import framework supports custom field order, import preview, and import from preview.
Imports that are configured using the modern framework are:
- Payroll
- G/L Transactions
- Quick Invoices
- Customer Payments
- Sales Quotes
- Purchases - Detailed
- Quick Payments (Vendor)
- Purchase Order Receivings
- Expense Reports - Individual from Expense Reports Window
Account Mapping for G/L Transactions Import
Like the payroll import, the G/L Transactions has been enhanced to support Account mapping. If an account comes from a different source, using a different format, it can be mapped to the corresponding Connected G/L Account for continual data transfer from external sources.
This is a notable improvement as many entries can be imported at once, with custom account mapping. Previously, using the Payroll import, only a single mapped entry could be imported at a time. This enhanced import could be used for Payroll, when required, and a variety of other data transfer scenarios from outside systems.
Jobs Import Utility
A new utility has been developed for Job Imports. Since Jobs are typically added, in bulk, on new file setups, this option is not available on the import menu, but rather on request. Please submit a ticket to request this utility.
Maintenance and Fixes
05262: [A/R] Sales Orders Ledger (Default View) - Resolved issue that caused the Sales Rep Code and Web Order No. to be blank when exported to spreadsheet.
05271: [I/C] Work Order Ledger Data Alignment - Minor issue was resolved by scrubbing the display data from hidden delimiter's, which caused display data misalignment.
05331: [Email/Contacts] A/R Contacts - Resolved issue that blocked selecting the "Email Invoices & Statements" checkbox for a contact if the Customer was not already selected for email delivery.
05409: [I/C] Inventory Movement Detail Report - Resolved issue in which a Reverse Manufacture was shown there as a Manufacture.
05418: [Email] Customers/Vendors Contacts - Resolved false error when either customer or vendor had more than 256 contacts. Error caused when opening compose email window.
05613: [ODB Admin] ODB Admin data reorganization - Resolved data version listing display.
05416: [A/P Expense Reports] Resolved False Error when trying to approve Expense Report with Job Allocations.
05410: [I/C] Inventory Movement Detail - Resolved Report Description for a Reverse Manufacture from "Component Withdrawal" to "Reverse Component Withdrawal".
05614: [I/C] Price Tables - Created utility to verify and remove orphaned item references when items were deleted from Price Table.
05403: [A/P] A/P Payments - Resolved minor display issue with the sorting of payment details.
05377: [Forms/Forms Editor] - Resolved minor issue that caused Currency Code to display incorrectly on Printed Invoice form.
05366: [I/C] Manufacture - Resolved Issue that allowed the item being manufactured to be added also as a component.
05354: [A/R] Sales Order - Resolved issue that caused an inaccurate sales tax calculation when editing existing order lines with custom line fields enabled.
05363: [A/R] Payment Receipt - Fixed minor field alignment issue when printing a Payment Receipt for a credit card charge.
05356: [G/L] Trial Balance Report Accountant Version - resolved ending balance calculation inconsistency with Summary report version.
05335: [A/P] Purchase Orders - Resolved issue that did not carry information to the new vendor part number display column from Purchase Orders created direct from Manufacture Work Orders.
05334: [A/P] Purchase Orders - Resolved issue that did not carry information to the new vendor part number display column from Purchase Orders created direct from Sales orders.
05281: [A/P] Purchase Order Receiving Report - resolved issue that caused Inactive inventory items to not appear on the PO Receiving Report.
05306: [G/L] Income Statement Report - Resolved issue that caused the "Annual Budget" column to display the incorrect total to the My Reports output only.
05329: [A/R] Sales Reps - Added additional checking in customer profiles to prevent a Sales Rep being deleted that is assigned to a customer. Previously the only check was for posted/unposted transactions referencing the Rep Code.
05325: [A/P] Purchases - Resolved posting error caused by adding "-" character in the PO Number field, when Purchase Orders are OFF.
05258: [Forms/Forms Editor] Customer Statement - Resolved issue that caused custom sales fields to repeat incorrectly, when used on the Statement form.
05391: [Third Party App Integration] Apple Mail, Outlook, and Excel - Resolved issue causing block on integration on macOS Tahoe. NOTE: A rough patch was also created for Connected 11.2, but Connected 12.0 has and will continue to have official support for macOS Tahoe third party integrations.
05324: [Third Party App Integration] Email with Item Images - Problem resolved that caused error in certain file formats when generating an email, that included a form with item images embedded
05277: [A/R and A/P] Calendar Display/Icon - An issue was resolved in which the rapid repeated clicking on the Calendar icon, within the date field of specific windows, caused the application to crash. Although this is a highly unlikely scenario, it affected Sales Quote, Recurring Invoices, Sales Orders. Purchase Orders, and Debit Memo screens only.
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