CONNECTED 8.3 Release Notes - PDF Free Download

CONNECTED 8.3 Release Notes Introduction... 3 Minimum System Requirements for Connected 8.3... 3 Connected 8.3 Installation... 3 Enhancements... 4 General Enhancements... 4 Advanced Email Templates... 4 Introduction... 4 Example: Email Templates for Customer Invoices... 4 Adding/Editing Email Templates... 5 Sample Invoice Email Template Plain Text (PC)... 5 Sample Invoice Email Template HTML (Mac OS)... 6 Company Name Field Lengthened... 6 General Ledger... 7 Trial Balance Report Table Output... 7 Using the Report Tables Window... 7 Accounts Receivable... 8 Credit Memos Location Name and Pop-up List... 8 Recurring Invoicing Enhancements... 8 Notes and Record Info... 9 New Recurring Invoice Fields... 9 Resizing and Change to Display Columns... 9 Sort and Export Recurring Invoice List... 10 Sales Ledger Display Credit Memos... 10 Invoices Report Exclude Email Delivery Customers... 11 Accounts Payable... 12 Vendor Query Window... 12 Vendor Query Quick Lookups... 13 Customizing the Vendor Query Displayed Columns and Resetting the View... 13 Using the Vendor Advanced Find in the Vendor Query Window... 14 Exporting Query Results... 16 Update Vendor Bank Codes... 16 User Privilege to Block Bank Balance in Payments Window... 16 Sales Quotes... 17 Connected 8.3 Release Notes May 2018 1

Create Order from Quote... 17 Sales Quote Ledger... 19 Sales Orders... 19 Sales Order Ledger... 19 Inventory Control... 19 PO Generation Window... 19 Create PO s from Inventory Item Query Window... 19 Quick Post Receivings/Withdrawals... 21 Quick Post Transfers... 22 Lot/Serial Number Ledger... 22 Find by Item and Lot/Serial Number... 22 Lot/Serial Traceability Report... 22 Sort Work Order Form... 23 Job Costing... 24 Job Query Window... 24 Job Query Quick Lookups... 24 Customizing the Job Query Display Columns and Resetting the View... 25 Using the Job Advanced Find in the Job Query Window... 27 Exporting Query Results... 27 Timesheets Report... 28 Job Number to Customer Statement... 29 Importing... 29 Purchases Detailed Import Currency On... 29 Quick Payments Import... 29 Import Notes:... 31 Special Character Handling:... 31 Maintenance and Fixes... 32 Connected 8.3 Release Notes May 2018 2

Introduction Thank-you for choosing CONNECTED for all your accounting and business needs. The following instructions will assist with installing and using the latest version 8.x program software. If you have questions or need further assistance please do not hesitate to contact the Connected Support team: Email: support1@accountek.com Phone: 888-414-2196 Web: https://support.accountek.com Minimum System Requirements for Connected 8.3 Visit https://www.accountek.com/system-requirements/ for the most current CONNECTED system requirements. It is important that the system requirements be reviewed prior to installation. Connected 8.3 Installation Please refer to the installation instructions that were received with your update download. If you are unable to locate these instructions, please email support1@accountek.com. Do not attempt to install the 8.3 update without first reviewing these instructions. Connected 8.3 Release Notes May 2018 3

Enhancements General Enhancements Advanced Email Templates Introduction In Connected 8.2, Advanced Email templates were first introduced. In Connected 8.3, this feature has been refined and also includes an option to specify a specific form, per email template. In making these improvements, multiple changes were made to the way email templates are handled. The following section updates the instructions on how to use/create/send email with templates in Connected, including the new ability to attach specific forms to templates. Emailing invoices, sales orders, sales quotes, statements, purchase orders, and payment advices is now much easier with the following changes: Create email templates with field tags such as invoice number, amount, date, customer name, and many more *Link specific forms to email templates so they are sent by default with the email. An example of a form would be a specific invoice or sales order. *Change/customize default form file name so that the custom naming convention is applied to the file attachment. Multiple email templates can be added/modified/stored in virtually every screen in Connected. For example, when sending an invoice chose from a standard template or a past due template that have been created for each instance. Email templates support plain and html format. NOTE: We have found that HTML works best on Mac OS version of Outlook Open and view the email before sending, allowing additional files to be attached, or send directly to your Outbox *New in Connected 8.3 Example: Email Templates for Customer Invoices The following is an example of how email templates are used with customer invoices. To open the Address Email window, select Address Email Message from the Contacts menu as shown in the following screen. Connected 8.3 Release Notes May 2018 4

Make the following selections: Recipients, attach file, template (optional), and send options. The following screen shows an email addressed to a single recipient, using a template, and with Compose selected to open the email before sending. Adding/Editing Email Templates Templates can be added, edited, or deleted in the Address email window by using the controls to the right of the Template label. Templates are stored for each area, and sometimes window, in Connected. For example, the Invoice email templates are available from the Account Invoice, Credit Memo, Debit Memo, and Invoices Report that us used for batch sending. Sample Invoice Email Template Plain Text (PC) Subject: Acme Inc Invoice #[ARIN_INVNUM] Message Body: Please find the attached invoice for your goods and services. Connected 8.3 Release Notes May 2018 5

Invoice Details: Date: [ARIN_INVDATE] Inv No: [ARIN_INVNUM] Amount: [ARIN_AMOUNT] Please contact us with any questions. Sincerely, Acme Inc Customer Service 888-678-5856 connected@accountek.com Sample Invoice Email Template HTML (Mac OS) Subject: Acme Inc Invoice #[ARIN_INVNUM] Message Body: Please find the attached invoice for your goods and services. Invoice Details: Date: [ARIN_INVDATE] Inv No: [ARIN_INVNUM] Amount: [arin_amount] Please contact us with any questions. Sincerely, Acme Inc Customer Service 888-678-5856 connected@accountek.com Company Name Field Lengthened The Company Name field has been lengthened from 50 to 65 characters. This field is available in the General Setup screen. Connected 8.3 Release Notes May 2018 6

General Ledger Trial Balance Report Table Output A new report output option, called Table, has been added to the Trial Balance report. Sending the report output to table has the following benefits: Report Detail supports drill down to source from within the table. Double click an item to view the account and/or source entry. Send up to five different report variations to the table window. Save time. Each time the table window is open, the reports that were already generated are available instantly without having to rerun the report. This can be very useful for lengthy trial balance report variants. Easily copy and paste results from table window to Excel with and w/o header info. Access table window at any time with CTRL+T or CMND+T fast key combinations. To generate a table version of the Trial Balance report, select Table from the Send to: menu, as shown in the following screen. Once the report is sent to the Report Tables window, it will be instantly available, even if CONNECTED is closed and reopened. The table window can hold up to five different reports before it is full. Using the Report Tables Window To drill down to the Account or Journal Detail source, double click the line item. The Report Table window will close and the selected Account and/or entry will be opened on screen. To Reopen the Report Tables window, select File -> Report Tables or use the fast key combinations of CTRL+T (PC) or CMND+T (Mac). When the Report Tables window reopens, it will display in the exact position it was left. To close a report tab, click the Close Report button in the top right. This will close the report tab selected. If you want the report to still be available, use the close window option in the top left of the window on Mac or top right on PC Connected 8.3 Release Notes May 2018 7

Use the various copy buttons to copy the report data, which can be pasted into Excel with the correct formatting. The following screen is a sample of the Report Table window with five report tabs open: Accounts Receivable Credit Memos Location Name and Pop-up List If the Multiple Locations setting is enabled in the I/C Defaults, the Credit Memos screen has been modified to show the location Name and have the Location pop-up list available during data entry. In previous versions, only the location number was displayed and a pop-up list was not available. Recurring Invoicing Enhancements Multiple changes have been made to the Recurring Customer Invoice feature in Connected. These changes will help manage large lists, track changes, add new fields, and add new display columns. Connected 8.3 Release Notes May 2018 8

To access the recurring invoices window and review/use the following new features, simply open the Account Invoices window and click the Recurring button, as shown in the following screen. NOTE: If the Recurring button is not visible, the user privilege for recurring invoices will need to be granted. Notes and Record Info Notes and Record Info are available for each recurring invoice. The Notes are the standard Connected Notes, which also supports file attachments, if used. The Record Info will track the Date/Time/User of when the Recurring Invoice was created and the Date/Time/User of when the recurring invoice was last modified. New Recurring Invoice Fields Recurring invoices have the following new fields available: Order Number (if Sales Orders are enabled). Using an order number will automatically link the Invoice to a Sales Order, although it was not created from Shipping the Sales Order. This can be useful to track rentals or a contract order. Job Number (if Job Costing is enabled). In previous versions the Job number would need to be assigned to an invoice after it was created. The Job Number value can now be assigned automatically each time a recurring invoice is created. Custom Sales Fields. All custom sales fields can be assigned values in the Recurring Invoice window. These values are then transferred to each instance of the invoice that is created. The Sales Analysis code, under the Custom Sales Fields, is also a new display column. All of the new fields, if used, will transfer values to the Account Invoice created from the Recurring entry. Resizing and Change to Display Columns The following columns have been added to the recurring invoice list: Order No (if Sales Orders enabled) Job No (if Job Costing enabled) Connected 8.3 Release Notes May 2018 9

Currency (if Currency enabled) Analysis Code: Sales Analysis Code All columns in the Recurring Invoice list can also be resized. The following screen shows the location of all the new columns. Sort and Export Recurring Invoice List All columns in the Recurring Invoice list can be sorted. Click the column heading to sort the list by that column. The Recurring Invoice list can also be exported to a spreadsheet. Click the Print icon, as shown in the following screen, to export the list to spreadsheet. Sales Ledger Display Credit Memos The Sales Ledger has been modified to display credit memos with negative values. In previous versions, the Credit Memo displayed as a positive value using the source column to distinguish the type. Displaying as a negative value also adjusts the total calculations. Connected 8.3 Release Notes May 2018 10

Invoices Report Exclude Email Delivery Customers The Invoices report has been modified to help isolate customers that require printed invoices vs those that choose email delivery. The new Exclude Email Delivery Customers checkbox, shown in the following screen, can be selected to omit all customers that have the Email Delivery checkbox selected in the Customers window. The report will also default to using a current month date range. This helps avoid users accidently running the report for all invoices. Connected 8.3 Release Notes May 2018 11

Accounts Payable Vendor Query Window The Vendor Query window is a powerful search window that combines aspects of a report, a ledger screen, and a search window into a single screen. NOTE: If the Vendor Query window is not visible, it may need to be enabled in the User Privileges window. To open the Vendor Query window, select Vendor Query from the A/P menu, as shown in the following screen. When the vendor query window is first opened, it will show a list of all vendors, sorted by the current balance owing, as shown in the following screen. TIP: All vendors listed in can be double clicked to drill into the corresponding Vendor window. Connected 8.3 Release Notes May 2018 12

Vendor Query Quick Lookups The Vendor Query window has a series of quick lookup options that are as follows: Vendor Range: Select from All Vendors, Range of Vendors, or Vendors with Analysis Code. Status: Select from Active, Hold, and/or Inactive vendors. This setting can be used in conjunction with all other quick lookups. Balance: Select from Any Amount (default selection), Equal To, Greater Than, Less Than, or Not Equal To and enter a dollar value. Last Payment: The last payment can be set can be set to: Any Date (default), Today, Yesterday, Tomorrow, This Week, Last Week, This Month, Last Month, This Year, Last Year, Within Last 30 Days, Within Last 60 Days, Within Last 90 Days, Within Last 180 Days, or a Date Range can be specified. Last Purchase: The last purchase date can be set can be set to: Any Date (default), Today, Yesterday, Tomorrow, This Week, Last Week, This Month, Last Month, This Year, Last Year, Within Last 30 Days, Within Last 60 Days, Within Last 90 Days, Within Last 180 Days, or a Date Range can be specified. The following screen shows a sample quick lookup query of Active Vendors, Balance Greater than 100$, with a Last Purchase date This Year. Customizing the Vendor Query Displayed Columns and Resetting the View To customize the columns displayed in the Vendor Query window, select Change Columns from the Actions menu as shown in the following screen. Connected 8.3 Release Notes May 2018 13

The following change columns window will appear. Simply check the columns you wish to appear in the Vendor Query window screen. TIP: The order of the columns can be changed by clicking on the option in the list, holding your mouse button, and dragging it to the desired location. Using the Vendor Advanced Find in the Vendor Query Window The Vendor Query window is equipped with the powerful Vendor Advanced Find that allows multitiered queries to help filter down large vendor lists for very specific results. To use this feature, select the Use Advanced Find checkbox as shown in the following screen. Connected 8.3 Release Notes May 2018 14

To define a query: Choose a field to query on. In the following screen, two fields have been selected, Vendor Code and Analysis Code. More fields can be added by selecting the + sign to the right of the query entry. In this example, the Vendor Code can be queried by selecting Begins with, Equals to, or Contains. For example if you query the Vendor Code for any code that begins with 1, all vendors that have codes that begin with 1 will appear in the results window. To drill in to a vendor, double click on it to open the Vendors window. Connected 8.3 Release Notes May 2018 15

Exporting Query Results To export the results of the Vendor Query window, select Text File or Spreadsheet from the Print menu as shown in the following screen. Update Vendor Bank Codes A new utility has been created to update Vendor bank codes. This can be helpful when changing banks to update all vendor bank codes from the old bank to the new. When the utility is run, the screen below will appear to change all vendors with bank XXX to YYY. If this utility is required, please contact Connected Support by submitting a ticket at https://support.accountek.com/support/tickets/new NOTE: A utility also exists for updating customer bank codes. User Privilege to Block Bank Balance in Payments Window A new user privilege has been created to optionally block the bank balance in the Payments window. When the Display Bank Balance user privilege is selected the Bank balance will be visible. When it is not selected, the field will be hidden. The following screen shows the location of the new user privilege: Connected 8.3 Release Notes May 2018 16

Sales Quotes Create Order from Quote A new Action has been added to the Sales Quotes window, called Add Order. The Add Order Action can be used when the entire Sales Quote is to be turned into an Sales Order. NOTE: If quotes are to be combined into a single order or only select items from a quote are to be added to the order, using the Add from Quote Action in the Sales Order may be a better option. To add an order from a quote: 1) Locate the quote in the Sales Quotes window that will be turned into an order. 2) Select the Add Order Action, as shown in the following screen. Connected 8.3 Release Notes May 2018 17

3) The following Add Order message will appear. Click Yes to proceed and add the order or No to cancel. Once the order is created, the Order No field in the Sales Quote window will be updated with a hyperlink to the Sales Order, as shown in the following screen. The order will also be marked as Closed. TIP: The Order No field can also be filled in manually if an order should be linked to a quote, that was not created this way or if a different order should be associated with the quote. If a Sales Quote, that has been closed from using the Add Order Action is reopened, the Add Order Action can be used again. In this case, the Order No field in the Sales Quote will be updated to the most current order. However, the record info on the Sales Order screen, will link back to the Sales Quote for both the newest and older order(s). The following screen shows the Record Info entry that is created on the Sales Order. If the Record Info is opened and this line double clicked, it will close the Sales Order and return to the associated quote. Connected 8.3 Release Notes May 2018 18

Sales Quote Ledger The following changes have been made to the Sales Quotes Ledger: New quick filter for Sales Rep. Choose from a single rep and combine with other existing quick filters. All Custom Sales Fields have been added to the field picker Sales Orders Sales Order Ledger The following changes have been made to the Sales Orders Ledger: New quick filter for Sales Rep. Choose from a single rep and combine with other existing quick filters. Profit Center has been added to the field picker. Inventory Control PO Generation Window The Inventory PO Generation window has been enhanced with the following changes: New Dark style header/window shading Customer on Order column renamed to Qty on SO New Qty Available column inserted after Qty on Hand Qty on Order column renamed to Qty on PO The enhanced PO generation window is shown in the following screen. Create PO s from Inventory Item Query Window The Inventory Item Query window, added in version 8.2, has been enhanced with a new Action to create purchase orders, based on the item list in the query window. Using the Quick Find and/or Connected 8.3 Release Notes May 2018 19

Advanced Query, a custom item list can be pushed to the PO Generation window for bulk purchase order creation. In previous versions, the PO Generation window was only available when using the Restocking or MRP Reports which limited the ability to create PO s based on custom filters. The PO Generation window supports multiple vendors and multiple locations for purchase order creation. To send the results of the Item Query window to the PO generation window: 1) Create a quick look up or custom query to filter items by detailed fields and/or quantity metrics. 2) Select the Create PO Action, as shown in the following screen. WARNING: Unlike using the PO Generation from the Restocking report, using the Create PO Action from the Inventory Item Query window does not check or warn if there are unposted PO s. It is recommended that Purchase Orders are posted prior to making restocking commitments to avoid duplication and over purchasing. 3) The Create Purchase Orders window will open on top of the Item Query window. 4) Choose a Purchase Order Date and then select from either the Primary Vendor or Select Best Price buttons. Either selection will fill the PO Qty field, based on the Reorder quantity specified in the inventory items window. Connected 8.3 Release Notes May 2018 20

5) Click the checkmark to Proceed or the X to cancel. 6) If Proceed is selected, a final message will appear confirming the amount of Purchase Orders, Items, and Vendors that will be used. 7) Click Yes to proceed or No to cancel. A few items to consider when creating purchase order from the inventory item query window: If an item does not have a vendor specified, the item will appear in the PO generation window but no quantity can be selected and/or Purchase Order created Reorder quantities do not have to be used. Each line can have a custom quantity entered manually. When Purchase Orders are created, they are unposted. Quick Post Receivings/Withdrawals The I/C Receivings/Withdrawals window has been modified to include Quick Post functionality. Individual entries can be posted directly from the IC Receivings/Withdrawals screen or from the traditional posting menu. Connected 8.3 Release Notes May 2018 21

Quick Post Transfers The I/C Transfers window has been modified to include Quick Post functionality. Individual entries can be posted directly from the Transfers screen or from the traditional posting menu. Lot/Serial Number Ledger The Lot/Serial ledger has been modified to include the following changes: Find by Item and Lot/Serial Number The Lot/Serial Numbers window has been enhanced to include a new find by Item and Lot/Serial. When this option is selected, both an Item No and Lot/Serial No can be entered for a dual search. In past versions, the find was either by Lot/Serial or Item No. Lot/Serial Traceability Report With a focus on traceability, the Lot/Serial number activity export has been enhanced to include even more specific data about the transaction. This additional data will make tracing lot/serial number history and notifying customers for mock or actual product recalls much easier. To access this the Lot/Serial number activity report: 1) Open the Lot/Serial Numbers window 2) Use the Find command to locate the Item and/or Lot/Serial Number that is to be traced. 3) Click the Print icon and select Spreadsheet or Text File. Connected 8.3 Release Notes May 2018 22

The activity report has been enhanced to include the following additional columns: 1) Customer or Vendor Code 2) Primary Contact: Primary contact from the customer or vendor profile 3) Primary Phone 4) Primary Fax 5) Primary Email 6) Bill To Name 7) Bill To Attention 8) Bill To Street 1 9) Bill To Street 2 10) Bill To City 11) Bill To Prov/State 12) Bill To Country 13) Bill To Zip/Postal 14) Ship To Contact 15) Ship To Phone 16) Ship To Fax 17) Ship To Email 18) Ship To Name 19) Ship To Attention 20) Ship To Street 1 21) Ship To Street 2 22) Ship To City 23) Ship To Prov/State 24) Ship To Country 25) Ship To Zip/Postal Code 26) Drop Ship Customer Code (Purchase Order Only) Sort Work Order Form Printing Work Orders has been enhanced to include a new sort function. When the Select Forms option is chosen from the Print menu, the Select Forms window will display new sorting options, as shown in the following screen: The Work Order form can be sorted by Line Order (Default), Item No, or Bin No. Connected 8.3 Release Notes May 2018 23

Job Costing Job Query Window The Job Query window is a powerful search window that combines aspects of multiple job reports, ledger screens, and a search window into a single screen. NOTE: If the Job Query window is not visible, it may need to be enabled in the User Privileges window To open the Job Query window, select Job Query from the J/C menu, as shown in the following screen. The window can also be opened from the CONNECTED Navigator. TIP: When the Job Query window is first opened, it will show a list of all open Jobs. TIP: All jobs listed in can be double clicked to drill into the corresponding Jobs window. Job Query Quick Lookups The Job Query window has a series of quick lookup options that are as follows: Connected 8.3 Release Notes May 2018 24

Job Range: Select from All Jobs, Range of Jobs, Jobs with Analysis Code, or Sales Rep (Specific Sales Rep code) Status: Select from Open and/or Closed jobs. This setting can be used in conjunction with all other quick lookups. Start Date: This date can be set to: Any Date (default), Today, Yesterday, Tomorrow, This Week, Last Week, This Month, Last Month, This Year, Last Year, Within Last 30 Days, Within Last 60 Days, Within Last 90 Days, Within Last 180 Days, or a Date Range can be specified. End Date: The job end date can be set can be set to: Any Date (default), Today, Yesterday, Tomorrow, This Week, Last Week, This Month, Last Month, This Year, Last Year, Within Last 30 Days, Within Last 60 Days, Within Last 90 Days, Within Last 180 Days, or a Date Range can be specified. Customizing the Job Query Display Columns and Resetting the View To customize the columns displayed in the Job Query window, select Change Columns from the Actions menu as shown in the following screen. The following change columns window will appear. Simply check the columns you wish to appear. Connected 8.3 Release Notes May 2018 25

TIP: The order of the columns can be changed by clicking on the option in the list, holding your mouse button, and dragging it to the desired location. Connected 8.3 Release Notes May 2018 26

Using the Job Advanced Find in the Job Query Window The Job Query window includes the Job Advanced Find which can be used for multi-tiered queries that can search large job lists for specific results. To use this feature, select the Use Advanced Find checkbox as shown in the following screen. To define a query: Choose a field to query on. In the following screen, three fields have been selected, Job Name, Start (Date), and Customer Name. More fields can be added by selecting the + sign to the right of the query entry. In this example, the Job Name can be queried by selecting Begins with, Equals to, or Contains. For example if you query the Jobs for any Job Name that contains Software, all Jobs that have codes that contain with E in the Item No field will appear in the results window, in addition to all of the other query parameters being true. To drill in to a job, double click on it to open the Jobs window. Exporting Query Results To export the results of the Job Query window, select Text File or Spreadsheet from the Print menu as shown in the following screen. Connected 8.3 Release Notes May 2018 27

Timesheets Report The Timesheets report has been modified with three new report types and associated report outputs. The following screen shows the location of the new changes, each of which is explained in the sections below. Employee report type has been renamed Employee Detail. There are no changes to this output. Job report type has been has been renamed Job Detail. There are no changes to this report output. Employee Totals is a new report type. This is a summary type report that can be used to show a quick snap shot of hours worked for all employees on 1-2 pages. Connected 8.3 Release Notes May 2018 28

Job Totals is a new report type. This report will show each employee on separate pages. The employee s time will be summarized by Job, showing a single line per job for the Date Range specified. Phase Totals is a new report type. This report will show each employee on separate pages. The employee s time will be summarized by Phase, showing a single line per phase for the Date Range specified. NOTE: All new report options support a flattened export format to spreadsheet/text file. Job Number to Customer Statement The Job Number field can now be added to the Customer Statement using a square bracket notation. To add this field, add a text box to the Statement form with the following string: [ARIN_JOBNNUMBER] Importing Purchases Detailed Import Currency On The Purchas Detailed Import is now available when Multiple Currencies are enabled. The import will only accept Purchases for HOME currency vendors due to the complexities with foreign currency G/L Allocation and rates. Quick Payments Import The new Quick Payments import supports CONNECTED s modern import framework and allows custom field mapping and import preview. To access the Quick Payments Import, select Import from the File menu and choose Quick Payments. The following screen will appear. Connected 8.3 Release Notes May 2018 29

NOTE: Import files must be tab-delimited text files. Importable fields include (in default field mapping order): 1. Vendor Code - required; must be a valid code for an active status vendor 2. Payment Date - required; must be a date within the current accounting periods 3. Bank Code - must be a valid bank code; if blank in the import file, the vendor's default bank is used 4. Description - purchase description; 1024 characters max; if blank in the import file, the vendor's default payment comments are used 5. PO No - 15 characters max 6. Payment Method - payment method; required; valid entries: PRINT, HANDWRITTEN or ELECTRONIC 7. Check No - required for HANDWRITTEN payments; 9 digit max; must be an unused check number for bank 8. Electronic Trans No - required for ELECTRONIC payments; 15 character max 9. Ref/Inv No - required; 20 characters max 10. Invoice Description - 256 characters max 11. Invoice Date - required; must be in an open accounting period 12. GST/HST Amount - must be a positive number. 13. Amount Paid - required; must be a positive number; related import records should have the same value 14. Exclude From 1099 - exclude payment from 1099 reporting; valid entries: YES, NO or blank (equivalent to NO) 15. Account No - must be a valid account number; if blank in the import file, the vendor's default expense account is used 16. Debit - required if an account number is specified Connected 8.3 Release Notes May 2018 30

Import Notes: One invoice maximum for each quick payment imported. Vendor's default mailing address is used. Specific debit account numbers and amounts can be imported for each payment. Total of all debit amounts must equal the amount paid. Details belonging to the same payment should be contiguous rows in the import file. Imported payment details create a single, unposted quick payment. Payments cannot be imported for non-home currency vendors. Special Character Handling: Import values containing single and double quote characters and carriage returns cannot be directly imported. Using a text editor application, these characters must be removed and substituted with the following strings prior to importing. During the import process, the substitute strings will then be replaced with the original characters. Substitute /dqt/ for double quotes, /sqt/ for single quotes and /rtn/ for carriage returns. The forward slashes must be included. Connected 8.3 Release Notes May 2018 31

Maintenance and Fixes #0003442: [J/C] Employee Window An issue was found and resolved in which an Employee that was marked as Inactive was still available for Timesheet entry. #0003435: [Sales Order] Packing Slip An issue was resolved that caused the printed packing slip not to reflect line reordering in the Sales #0003409: [Third Party App Integration] An issue was resolved with Mac OS/Excel v16.9, or greater, in which reports were blocked when sent to spreadsheet. An interim patch was issued that removed the block but required users to click an OK message. The OK message has also been resolved. #0003419: [I/C] Item Query Window: An issue was resolved that caused inventory item custom fields to not show all data values when displayed in the Inventory Item Query window. #0003417: [Currency, A/P]: A slight rounding anomaly was found that caused a false unbalanced entry message for Quick Payment when the Vendor was in a non HOME currency and the Bank was in HOME Currency. #0003413: [Currency, A/P]: An error in the G/L distribution of a Prepayment check when Vendor was in a non HOME currency and the Bank was in HOME currency was found and resolved. #0003413: [A/R] A/R Receipts Journal Summary: An issue with long customer codes overlapping the next column of data was resolved. #0003342: [Import Invoices] An issue was corrected that caused credit memos, in some instances, to be imported as invoices. #0003259: [A/P] An issue was resolved that blocked the deletion of old vendors that had recurring purchases but no other history. #0003209: [Other] Modifications were made to Notes file handling to help with locking issues when many users access the notes concurrently. #0003355: [A/P] Purchase Preposting Report is now sorted by G/L Account, within each entry. #0003445: [A/R, I/C PC Platform only] Item and Customer Query window: An issue was resolved that caused empty list windows to load when the list icon button was clicked. Connected 8.3 Release Notes May 2018 32