Tips

Tips for the Connected Accounting and ERP Software

Invoice Refunds
Applicable Version:   This article applies to Connected 10.0.04 or greater An “Invoice Refund” is a type of Credit Memo which can be used to either refu...
Mon, May 6, 2019 at 4:25 PM
Pinning Transactions
The “Pin” feature is designed to help remember important transactions or just to keep your place as you leave for the day or embark on another task within t...
Thu, Jan 16, 2020 at 1:40 PM
Using and Linking (Attaching) Files to Notes
Using Window/Transaction Notes Virtually all Connected screens and transactions can have notes added to them.   To add a note, simply click the Notes ico...
Fri, Apr 8, 2016 at 11:47 AM
Correcting or Reversing a Posted Purchase to a Vendor
A Purchase Debit is used to reverse posted purchase or reduce a vendor's balance. A Purchase Debit is typically used in the following situat...
Sat, Oct 3, 2015 at 8:30 AM
1099 Form Printing
In some cases the 1099 form is not printing two forms per page on macOS. We have found that certain printers respond differently and may need a either t...
Fri, Jan 17, 2020 at 12:50 PM
Applying a Vendor Pre-Payment or Purchase Debit
Applying a prepayment or a purchase debit can be used to reduce the balance of a vendor account or used to match/clear entries of equal value. For example,...
Fri, Jan 17, 2020 at 12:51 PM
Voiding a Customer Payment (Receipt)
There are times when a customer payment is matched against the wrong invoices or even recorded to the wrong customer completely.   When this happens, and t...
Thu, Mar 5, 2020 at 1:49 PM
Assessing Finance Charges to Past Due Customer Accounts
  Assessing Finance Charges   The ability to assess finance charges on past due customer invoices can help better manage past due accounts. Enabling F...
Tue, Jan 21, 2020 at 10:32 PM
Using Connected Reminders
Using Reminders Reminders are located under the File menu.  This feature is designed to support simple accounting related reminders.  It is unique for e...
Tue, Sep 18, 2018 at 3:59 PM
Customer Contacts
The Customers Contact feature is an extension of the basic information already stored in the Customers window for billing and shipping.  The Contacts window...
Tue, Jan 21, 2020 at 10:34 PM