Connected 11.0 to 12.0 Combined Changes and Highlights

Knowledge Base · Release Notes

Applies to: Connected 11.0 – 12.0  |  Platform: macOS, PC, Connected on Demand

This article combines the Connected 11.0, 11.1, 11.2 and 12.0 change logs into one page, with highlights for every company and for inventory-based companies. It is written for customers updating from Connected 10.3 to Connected 12.

ARTICLE CONTENTS

1. At a Glance
2. Top Highlights for Every Company
3. Top Highlights for Inventory Companies
4. Connected 11.0 (February 2023)
5. Connected 11.1 (November 2023)
6. Connected 11.2 (October 2024)
7. Connected 12.0 (January 2026)
   • 7.1  12.0 Base Release
   • 7.2  Additional 12.0 Enhancements
8. Upgrade Considerations
9. Related Articles

1. At a Glance

Customers updating from 10.3 to Connected 12 pick up four releases at once: a 64-bit modern platform (11.0), order Staging workflow (11.1), barcode scan confirmations and deeper inventory tools (11.2), and dark mode, built-in email, longer item and bin numbers and freight allocation (12.0).

2. Top Highlights for Every Company

These apply to any Connected customer, whatever they sell.

1. Modern platform: 64-bit, themes and Dark Mode, native on Apple M-series, Windows 11 and macOS 26 (Tahoe) support (11.0, 12.0).
2. Built-in email (Connected Mail) with per-user signatures, automatic CC/BCC and Contact/Bank merge fields (11.2, 12.0).
3. Faster posting: Preview opens automatically for a 25% shorter process, and quick posting skips form-print prompts (12.0).
4. All reports on the modern framework, plus My Reports with markup, drill-down and saved reports (11.0–12.0).
5. Finding and exporting data: custom lookup lists with Advanced Find, Custom Pins (11.1), selective copy and export to Excel from ledgers and queries (12.0).
6. Card payments: CardPointe (Fiserv) with hosted payment pages and Pay Now links on forms (11.1, 11.2, 12.0).
7. Bank Reconciliation: import bank files including QBO, and choose which payment methods group together (12.0).
8. Custom fields with controlled lists and required status on customers, items, vendors and work orders (11.0–11.2).
9. Modern imports: CSV or tab files with field mapping and preview, plus G/L account mapping from other systems (11.1, 12.0).
10. Automation: scheduled backups, FTP destination and email notifications in Data Exchange; Power BI-ready exports (11.1, 12.0).
11. Customer surcharges for freight or card fees on invoices (11.0) and sales orders (12.0).
12. Everyday usability: tasks assigned to other users, snippets (11.0), spell check and ESC warnings before losing changes (12.0).

3. Top Highlights for Inventory Companies

These twelve changes matter most to inventory-based companies; each is detailed in its release section below.

1. Barcode scan confirmations of sales order shipments and PO receipts by UPC (11.2 add-on).
2. Lot/serial scanning to allocate picked sales order quantities (11.0).
3. Staging lists on sales orders, purchase orders and work orders to track order status, location or production stage (11.1).
4. Longer Item No (15 → 25 characters) and Bin Number (12 → 20) (12.0); Long Item No up to 50 (11.2).
5. Freight $ and % allocation on PO receivings, with a pre-post export to validate (12.0).
6. Vendor Item column on purchase orders, carried through import, receiving and bulk PO generation (11.2).
7. Inventory Query expression builder for reorder logic such as PO Qty + Available − WO shortage < Minimum (11.2).
8. Incomplete Orders by item vendor: see which open orders a vendor shipment can fill (12.0).
9. Custom line fields (11 per line) flowing quote → order → invoice and onto packing slips (11.0); importable on sales orders (11.1).
10. Manufacturing tools: BoM to spreadsheet, Work Order custom fields, Sales Order filter and Manufacture Cost on the Work Orders ledger (11.2).
11. Packing slips: total ordered/shipped/back-ordered fields and a shipped-items-only option for partial shipments (12.0), Quick Ship sets Staging (11.1).
12. Integration and EDI: Connected Mail, CSV imports including PO Receivings, PO export jobs, FTP, piece-count fields and standard line breaks in Data Exchange (12.0).

4. Connected 11.0 (February 2023)

11.0 is the big platform jump: a 64-bit app with a modern UI, native on Apple M-series. For an inventory company the headline is lot/serial scanning on sales orders and custom line fields that flow from quote to order to invoice.

System wide

• Modern UI and themes on every screen and report window; new focus ring on PC; redesigned Notes window.
• Modernized Custom Form Editor.
• Tasks and reminders can be assigned to other users.
• My Reports markup: highlight, bold, color and add line notes on supported reports.
• Copy/paste of transaction record info, and reusable text Snippets for notes and reminders.

General Ledger

• Trial Balance can run for prior years; Detailed version can run through a specific day.
• GL account descriptions grow from 30 to 40 characters.

Sales and Receivables

• Customer surcharges below the subtotal (taxable, default %, item/customer exclusions); useful for freight or card fees.
• Customer custom fields gain controlled lists, required status and numeric formatting.
• Multiple prioritized web addresses per customer.
• Invoice custom line items: up to 11 fields per line (Core Financials).
• Invoices report can email invoice batches.

Orders and Quotes

• Lot/serial scanning to allocate picked sales order quantities.
• Quote/order custom line fields carry forward quote → order → invoice and print on SO, quote, packing slip and invoice.
• Edit locking warns when another user has the same sales order open.

Purchasing and Payables

• Post purchases and payments by batch number.
• 1099 NEC form plus flattened 1099 export for e-filing.
• Vendor EFT account number to 25 characters; new IBAN field.
• Flattened Purchase Order export.

Inventory and Manufacturing

• I/C Sales Analysis export adds Long Item No and custom inventory fields.
• I/C Demand report adds customer code, name and PO number (sales orders) and vendor code and name (purchase orders).
• Inventory Movement Usage Summary shows current On Hand Qty.
• I/C Inventory Movement and I/C Manufacture move to the modern report framework.

Expense Reports, Importing and Data Exchange

• Import credit card or expense transactions with an expense-code mapping file; new expense spreadsheet export.
• Invoice/Credit Memo import adds Web Order No and auto-assigns invoice numbers.
• Data Exchange: default CSV format, new IC Cost Layers export, up to 50 custom fields on export.

Notable fixes: Reverse Manufacture error fixed; macOS print-to-Preview error fixed; vendors on hold blocked from expense reports.

5. Connected 11.1 (November 2023)

11.1 is the workflow release: Staging lists on sales orders, purchase orders and work orders let a warehouse track where each order stands, and custom lookup lists speed up finding items.

System wide

• Custom Pins (labels, colors, tooltips, order).
• Custom lookup lists with Advanced Find for customer, inventory, vendor and job lookups (custom columns, hidden filters, saved queries).
• All module Defaults windows modernized; PDF print option on all posting windows.
• macOS Sonoma support.

Reporting

• My Reports expands to 8 reports, including Customer Invoice Analysis, Sales by Rep, Lot/Serial Sales and PO Receivings.
• 6 more reports move to the modern framework, including Purchase Journal and PO Receivings.

Sales and Receivables

• "Pay Now" URL field on forms, set per bank, currency or business unit.
• Recurring invoices: intervals on Manual and Auto, new Annual/Semi-Annual/Quarterly, auto next-use date.
• Long Item No shown on quotes, sales orders and invoices.
• Customer Statement shows the sales order number beside each invoice.
• Sales Ledger "column headings only" export for Power BI.

Orders and Quotes

• Sales Order Staging list: custom label, 15 options (type, location, status, stage); ledger filter; set automatically by Select Forms printing and Quick Ship.

Purchasing and Payables

• Purchase Order Staging list (15 options, e.g. shipping status, customs) as a ledger column and filter.
• 1099 NEC Payment Year field and My Reports output.

Inventory and Manufacturing

• Inventory item custom fields gain controlled lists, required status and numeric formatting.
• Inventory window: customer PO number on the Locations > Sales Order tab; Staging shown on SO, PO and WO tabs.
• Work Order Staging list (production stage, machine, location) as a ledger filter and column.
• Work Orders ledger adds Master Item filter and description search.

Importing

• Quick Invoice import for e-commerce: sale and payment in one transaction, with tracking numbers.
• G/L Journal Entry import with line descriptions and Analysis Codes.
• Sales Order import supports the 11 custom line fields; PO import auto-confirms; Customer Payments import adds Deposit.

Notable fixes: Item Sales History report runs 1,000%+ faster; macOS Sonoma redraw error fixed; backorder quantities no longer change when an unposted invoice is edited after shipping; IC Demand negatives back in red.

6. Connected 11.2 (October 2024)

11.2 is the strongest release for inventory companies: barcode scan confirmation of shipments and receipts, a Vendor Item column on POs, an inventory query expression builder and BoM export. It also adds the CardPointe payment gateway.

System wide

• Email signature per user; automatic CC/BCC (e.g. a shared purchasing mailbox gets every PO).
• Contact and Bank email merge fields (pay-now links, wire/ACH details).
• Preview report destination on Windows.
• 10 settings windows modernized (tax codes, terms, I/C Locations, Analysis Codes and more).
• macOS Sequoia support; available as Cloud SaaS or Desktop.

Barcode SO and PO confirmations (add-on)

• Scan inventory UPC codes to confirm outbound sales order shipments and/or inbound PO receipts; enable one or both.

Reporting

• 22 more reports move to the modern framework, including Item Sales History, I/C Transactions, Consumption, Sales Analysis and Item List.
• Detailed Trial Balance optional Posted Date column.

Sales and Receivables

• CardPointe (Fiserv) gateway: tokenized cards, reusable cards, emailed receipts, branded self-serve payment pages.
• Activity Statement option (beginning balance + activity after a date).
• Customer Invoice Analysis: Summary Totals type and option to exclude service items from profit %.

Orders and Purchasing

• "Cancel Line Item/Cancel Order" privilege on sales orders and purchase orders (manager approval).
• Vendor Item column on POs replaces typing "Your Part No." in the description; works with clone, import, receiving, bulk PO generation and posting reports.
• Vendor custom fields gain controlled lists, required status and formatting.
• Default payment method in A/P Defaults (Electronic or Handwritten, not just Printed Check).

Inventory and Manufacturing

• Inventory Query expression builder (e.g. items where PO Qty + Available − WO shortage < Minimum Qty).
• Print BoM to spreadsheet: all levels with quantity and cost.
• Work Order custom fields with advanced configuration.
• "Only" option in Inventory Advanced Find speeds large lookups.
• Work Orders ledger: Sales Order number filter and Manufacture Cost column.
• Long Item No grows from 40 to 50 characters.
• Detailed Stock Analysis Export; MRP export now one line per item.

Data Exchange

• Job export lists all fields with custom labels for data warehouses.

Notable fixes: inactive items stay on backdated Inventory Valuation and Inventory Movement reports; a second PO receiving can post for a partially received item; Reverse Manufacture works when the cost layer is closed; Bank Rec notes no longer purged by a G/L purge.

7. Connected 12.0 (January 2026)

12.0 brings dark mode, built-in email, longer item and bin numbers, and freight allocation on PO receivings. Later 12.0 updates added faster posting and vendor-driven order filling.

7.1  12.0 Base Release

System wide

• Modern UI everywhere with new icons and Dark Mode on macOS and PC; Windows default font changes from Calibri to Segoe UI.
• Connected Mail: built-in outbound email for order confirmations, invoices, statements, POs and quotes, with no third-party email client needed.
• Spell check in all Note and Description fields.
• Ledger and query windows: four selective copy options and export to Excel or text (Inventory Item Query, Sales Order, Purchase Orders ledgers and more).
• Posting is 25% shorter: the Preview window opens automatically.
• All reports now on the modern report framework.
• ESC warns before unsaved changes are lost on quotes, orders, POs, I/C Receiving/Withdrawal, invoices and Manufacture.
• Backups skip attachments by default for speed.

General Ledger

• Bank file import (QuickBooks and other formats) into a redesigned Bank Rec window.
• Condensed Journal Entries report (account summary only).
• Trial Balance exports include G/L account custom fields.

Sales and Receivables

• CardPointe (Fiserv) payments with Hosted Payment Page links; BluePay still works.
• Receipts: Hold checkbox, Receipt Number from 10 to 15 characters, customer-friendly Payment Receipt.
• Recurring invoices carry batch numbers and custom line fields to invoices.
• Flattened Sales Tax Summary and Account Invoice exports.
• Choose which payment methods group on Bank Reconciliation.

Sales Orders and Quotes

• Customer surcharges on sales orders, transferring to the invoice by shipped quantity.
• Inventory item alerts on sales quotes.
• Batch numbers on sales orders, carried to the invoice.
• Packing slip quantity fields: total ordered, shipped, previously shipped and back ordered.

Purchasing and Payables

• Freight $ and % allocation on PO receivings, with total freight shown and a flat-file export to validate before posting.
• Last Paid Date column in the Purchases Ledger.
• Receiving Label field for item labels printed from PO Receiving.
• New EFT/ACH payment export formats.

Inventory and Manufacturing

• Item No grows from 15 to 25 characters (Long Item No still handles longer codes); windows and reports resize horizontally.
• Bin Number grows from 12 to 20 characters.
• Redesigned Inventory Item Details tab with key fields such as Selling Price more prominent.

Job Costing

• Export a single timesheet to text or spreadsheet.

Data Exchange and Importing

• New Purchase Order export job (header and details), FTP destination, scheduled automated backups and email notifications for jobs.
• Modern imports accept CSV and tab-delimited files with preview; covers Quick Invoices, Sales Quotes, Purchases (Detailed), PO Receivings, Customer Payments and more.
• G/L Transactions account mapping for ongoing transfers from other systems.
• Jobs import utility by request.

Notable fixes: a manufactured item can no longer be its own component; Reverse Manufacture shows correctly on Inventory Movement Detail; inactive items appear on the PO Receiving report; vendor part numbers no longer go missing on work orders and sales orders; utility to remove orphaned item references from price tables; macOS Tahoe no longer blocks Apple Mail, Outlook and Excel.

7.2  Additional 12.0 Enhancements

Inventory, orders and fulfillment

• Incomplete Orders report filters by item vendor, customer and item analysis codes: when a vendor shipment lands, see which open orders it can fill.
• Customer Invoice Analysis Item Vendor filter to analyze sales by primary vendor.
• Quick Ship option to print only shipped items on the packing slip for partial shipments.
• Deleting an item also removes it from price tables.
• Credit Memos support a Price Table field, matching invoices and sales orders.
• Fixes for long item numbers on invoices, posting reports and the NEGATIVE/ALLOCATED routine.

Purchasing

• PO Quick Post skips the form-print prompt and releases the posting lock sooner.
• Fixed: PO lines can be edited when a later line has been received.
• Fixed: PO Receiving links retained when updating data from 11.2.
• Balanced NACHA ACH file format for banks that require it.

Sales and Receivables

• Quick posting of invoices, quick invoices, credit and debit memos skips the form-print prompt.
• Recurring Invoices: Batch No column, new filters, richer export, "use current addresses" option.
• Receipts Ledger Auth Number column to confirm card receipts were charged.
• Editable Rep Commission % per invoice, credit memo and sales order, with ledger and Sales by Rep columns; off by default, privilege-controlled.
• Sales Ledger Tax 1/Tax 2 rate columns; Sales Tax Summary export restores ship-to City/State.
• Bulk Email Preview "always CC/BCC" for batches of invoices or statements.

Data Exchange and EDI

• Invoice fields for total quantity shipped, ordered and back-ordered (piece counts for EDI/shipping).
• "Enforce Standard Line Breaks" (CR/LF) for EDI files from macOS.
• Data Exchange window can be added to My Places.

Usability and admin

• Lighter list highlight rows; Excel opens in front on print-to-spreadsheet.
• Close Year window "Back up data now" link.
• QBO bank import accepts more bank file variants.
• Consolidation G/L mapping import from a text file.
• macOS 27 email/spreadsheet automation fixed; right-click menu restored.

8. Upgrade Considerations

Review these items before updating from 10.3, and check the current System Requirements article.

• Platform: 11.x and 12 are 64-bit for Windows and macOS, native on Apple M-series. 12.0 supports Windows 11 and macOS 26 (Tahoe). Check hardware and OS against the 12.x System Requirements.
• Data path: a 12.0 fix restored PO Receiving links when updating data from 11.2; install the current 12.0 build.
• Data purges: Bank Rec notes were purged by G/L purges before 11.2.00; run purges only on 11.2.00 or later.
• Advanced Find (Windows): to see more than two decimals in Selling Price, remove and re-add the column.
• Primary vendor name changes: a utility to update parts is available by support ticket.
• Custom forms and customizations: if you use custom forms or custom code, confirm they have been converted for v12 before updating.
• Payments: CardPointe arrives in 11.2/12.0; BluePay still works, but Help now documents CardPointe. Confirm which gateway you use.
• Longer Item No and Bin Number (12.0): check custom forms, labels and outside integrations that assume 15-character items or 12-character bins.
• Email: Connected Mail (12.0) can replace a third-party email client; decide which you will use.
• Barcode confirmations are an add-on; contact Accountek about licensing.
• What will look different: the new UI and themes, Staging lists, custom lookup lists and the modern report framework change daily screens the most.

9. Related Articles

• Connected 12.0 Update Change Log
• Connected 11.2 Update Change Log
• Connected 11.1 Update Change Log
• Connected 11.0 Update Change Log