Tips
Tips for the Connected Accounting and ERP Software
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...
Wed, Mar 31, 2021 at 11:21 AM
Note: The following article pertains to Connected Version 10.2 or greater. Related articles: Inventory Item Images Related articles: Attaching Fi...
Wed, Mar 31, 2021 at 1:07 PM
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 Window/Transaction Notes Virtually all Connected screens and transactions can have notes added to them. To add a note, simply click the Notes icon...
Wed, Mar 31, 2021 at 1:25 PM
It may be necessary to void a single payment (aka check or cheque) after it has been posted Voiding a payment will automatically re-open the purchase(s) th...
Mon, Mar 29, 2021 at 2:24 PM
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
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
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 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 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