Tips

Tips for the Connected Accounting and ERP Software

Pinning Transactions in Connected 8
Connected Accounting Software, Version 8.0, introduces many new time saving features to the Mac, PC, and Connected on Demand platforms.  Some examples of th...
Wed, Apr 26, 2017 at 10:28 AM
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 Mac OS. We have found that certain printers respond differently and may need a eit...
Tue, Jan 26, 2016 at 3:30 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 examp...
Sun, Nov 6, 2016 at 9:15 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 ...
Wed, Oct 7, 2015 at 10:47 AM
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. ...
Tue, Nov 24, 2015 at 12:51 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 u...
Mon, Feb 22, 2016 at 5:03 PM