Connected Accounting and ERP

3 Reviews 3.7/5

A mid-range accounting program for both Macintosh and Windows operating systems.

Sales Email PC
Sales Email
Order Entry PC
Order Entry
Manufacture Create PO PC
Lot Control PC
Lot Control
Item Query PC
Item Query
Invoice Analysis Report

About Connected Accounting and ERP

Connected Accounting and ERP is a business management application designed for small to midsized companies. Connected can be deployed on traditional networks, with both Mac and/or PC clients, or in the Connected on Demand hosted cloud. The application offers exceptional audit trail and security to help save time and avoid errors in tasks like financial accounting, inventory management and production, and order entry.

Connected is offered in two configurations: Core Accounting and Enterprise. Connected Core Accounting consists of the General Ledger, Accounts Receivable and Accounts Payable modules and is an ideal solution for a company looking for a financial management without any additional features or cost.

Connected Enterprise includes all core accounting options but also includes:

  • Core Accounting (General Ledger, Accounts Receivable, Accounts Payable)
  • Inventory Control
  • Lot/Serial Number Control
  • Manufacturing
  • Order Entry and Quote Management
  • Purchasing with Landed Cost application
  • Job Costing
  • Multiple Currencies
  • Data Exchange
  • Adhoc Reports
  • ODBC Data Connectivity

Industries Served

Distribution: Connected supports complex distribution environments, with precision inventory costing, multiple discount structures, multi-location inventory, and customer quote and order management.

Manufacturing: Detailed manufacturing with multi-leveled BOM’s, commitments, shortages, approvals, and purchasing across components or for specific manufacture work orders.

Food and Medical Supplies: Small producers and distributors of food and medical products know that the key is traceability. Easily manage your lot controlled inventory and trace it through purchasing, production, and final sale to customers.

Deployment Options

  • Mac native desktop application with MS Office or Apple Mail Integration
  • PC native desktop application with MS Office integration
  • Mac server admin manager that supports Mac/PC client access
  • PC server admin manager that supports Mac/PC client access
  • Hosted Cloud option using Connected on Demand hosting services

System Wide Key Features

  • Notes in all transaction screens
  • Document management with file linking in transaction notes
  • Full User Privilege Assignment and User Preferences
  • Comprehensive Audit Trail with record info tracking the date/time/and user that performs add, edits, and/or posting
  • Pin (remember) transactions
  • custom fast keys, by user
  • data import/export

Core Accounting Key Features

  • account number can include Profit Center and/or Department segments
  • five years of financial history, unlimited detail
  • budgeting by period, by account
  • customer profiles with multiple shipping addresses and contacts, per customer
  • unlimited customer history
  • email customer statements or invoices with advanced email templates, individually or in a batch
  • vendor profiles with multiple addresses, check/payment memos
  • unlimited vendor history
  • record printed checks, handwritten checks, or Electronic (EFT) payments
  • support for ACH and Canadian Bank electronic payment files
  • email vendor payment advices for electronic or overseas payments
  • optional Consolidation plug-in for multiple entities

Inventory Key Features

  • Multi-location inventory control
  • Track inventory quantities, by location, for On Hand, Available, on PO, on Order, on Manufacture
  • Support for FIFO (First In First Out), Weighted Average, or Specific Inventory Costing (Lot/Serial Control)
  • 30 custom fields, per item
  • Advanced Item Query
  • Multiple Discount Structures: Customer Item Pricing, Price Tables (price or % discount), Price Matrix (tiered pricing)
  • real time item stock levels with “committed” versus available inventory
  • unlimited item history
  • true back order tracking

Lot/Serial Control Key Features

  • trace inventory purchases by lot or serial number
  • print labels for incoming inventory with lot/serial numbers
  • trace components by lot/serial in production
  • trace specific inventory by lot/serial sold to customers and/or returned
  • easily generate reports for mock recalls or the real ones
  • combine controlled and non-controlled items on PO’s and customer orders
  • enforce mandatory expiry dates on some or all Lot Controlled inventory

Manufacturing Key Features

  • multi level BOM’s (Bill of Materials)
  • six decimal precision for component quantities
  • option to show or hide sub-assemblies by manufactured part
  • support for batch manufacturing (always the same amount produced)
  • print labels, including bar codes, for manufactured products
  • optionally add or change component quantities on the fly
  • support for labor or overhead allocation in manufacture (non product costs)
  • create Purchase Orders for items required within the manufacture screen
  • customizable manufacture/work order form
  • view all open manufacture entries in list view with customizable columns

Order Entry and Quote Management Key Features

  • comprehensive customer order tracking
  • full back order tracking without creating duplicate
  • make multiple shipments against order
  • easily track invoices and packing slips from order shipments
  • view order metrics and percentages for quantities (total, ship now, back order), weight (total, ship now, back order), and dollars (total, ship now, back order)
  • duplicate orders all or in part with the “Clone” feature for customer re-orders
  • view all orders in list view with customizable columns and quick filters
  • detailed record information to track each time an action is performed with the user name, date and time
  • security limitations and field level blocks for order confirmations, item price, item discount, payment terms, sales rep, and or tax application
  • access 21 custom fields that can be transferred from quote to order to invoice
  • combine multiple customer quotes into a single order
  • set quotes as “unlimited use” to continually draw into orders as required
  • view all quotes in list view with customizable columns and quick filters

Purchasing Key Features

  • Purchase order tracking with optional approval process
  • Multiple Receivings and Multiple vendor invoices can be matched against a single PO
  • track landed costs on inventory purchases in foreign currencies
  • assign freight and duty percentages to incoming inventory
  • easily identify Purchase Orders that are received but have not had vendor invoices matched
  • see all linked vendor invoices from within the Purchase Order window
  • detailed record information to track each time an action is performed with the user name, date and time.
  • drop shop purchase orders to customers
  • 10 custom purchase order fields that transfer to Purchases
  • view all purchase orders in list view with customizable columns and filters

Job Costing Key Features

  • jobs operate autonomous from the fiscal year and can be open for as long as required
  • links to the G/L, A/P, Purchase Orders (accruals), A/R, and Inventory
  • allocate cost and revenue, by phase
  • budget cost, revenue, hours by job and/or phase
  • assign employee expense reports for costs and or mileage to jobs
  • budget vs actual reporting , profitability reporting, detailed cost analysis reporting
  • employee timesheets with optional employee specific cost and/or billing rates by phase

Multiple Currencies Key Features

  • full multiple currency support for Sales and Purchasing
  • track the date/time/user for rate changes
  • gain/loss tracked when receiving or issuing payment
  • landed cost calculation on reporting for aged listings and sales reports

Connected Consolidation Plug-In

The Connected Consolidation plugin is used for combining transactions from multiple Connected company files into a single company file from which Balance Sheet, Income Statement, Financial History, and other G/L reports can be generated. This process although tedious and error prone when performed by manually with spreadsheets, requires only a few simple clicks with the Consolidation plugin.

Accounting Module - AP

The Accounting module, the cornerstone of the Connected integrated software system, includes General Ledger, Accounts Receivable, and Accounts Payable. This easy-to-implement module delivers a powerful set of financial management tools. Standard features include up to eighteen open periods, profit centers and departments, and complete detailed audit trails.

Accounting Module - GL

The Accounting module, the cornerstone of the Connected integrated software system, includes General Ledger, Accounts Receivable, and Accounts Payable. This easy-to-implement module delivers a powerful set of financial management tools. Standard features include up to eighteen open periods, profit centers and departments, and complete detailed audit trails.

Connected Consolidation Plug-In

The Connected Consolidation plugin is the first in a new line of Connected add-on products designed with specific user needs in mind. In the case of the Consolidation plugin the need is for combining transactions from multiple Connected company files into a single company file from which Balance Sheet, Income Statement and other G/L reports can be generated. This process although tedious and error prone when performed by hand requires only a few simple clicks with the Consolidation plugin.

Inventory Control Module

The Inventory Control module includes sales orders and purchase orders as well as full-featured multi location inventory control. Connected’s order entry and purchasing are bundled together into a single module and do not have to be purchased seperately.

Other module features include MRP reporting, FIFO costing, detailed movement tracking, and several volume and customer specific discount options. Connected’s Inventory Module is ideal for a growing distribution, light manufacturing, or retail operations.

Job Costing Module

The Job Costing module is linked to the G/L, A/R, A/P, and I/C module to give you a powerful set of costing tools. This module includes revenue and cost allocations, time sheet entry, time billing, and auto invoice creation.

Additional features include estimates with multiple revisions, multiple cost/revenue phases per job, multiple employee billing and cost rates, and expense report tracking.

Connected’s Job Costing module is a must for any time sensitive operation such as design, consulting, construction, and property management.

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.

45%
45%
Manufacturing
45%
45%
Distribution
9%
9%
Service

User Reviews of Connected Accounting and ERP

Submitted on November 11th, 2017 by Sharon

In comparison to other complex double entry software I used for many years (that unfortunately stopped their Mac version), I find Connected to be clunky and inelegant. I admit I have only looked at it and used it myself briefly, since it is my office manager and my bookkeeper who use it regularly, but it frustrates me way too often when I need to fill in for a vacation. For instance, California changes sales tax amounts pretty often, and I found that I had to change the sales tax in three different places for each county or city in order to complete some invoices. That seems ridiculous to me. The invoicing set up doesn’t fit our needs, so we have to do a tortured workaround to copy our invoice information and create a sales journal. We should just be able to take our invoices and enter the figures into a sales report without the needless time spent creating fake invoices that will never be sent to anyone. It would save hours. I wanted to change years ago when Account Edge appeared, but my office people were already used to Connected and we had paid for it, so they resisted, and I gave in. Now, I’m sorry I did. Connected gets the job done, but I think it’s an inelegant time waster for us, since it has not allowed us to customize invoices for our needs, and that and the details like making changes in sales tax percentages are just too time consuming.

Inelegant, clunky, inefficient.

Submitted on November 2nd, 2017 by an anonymous Connected Accounting and ERP user.

Great program and company does what it can to help, but it did not work out the way we hoped and we ended up spending more than we needed.

Needed accounting but mostly what we needed was other functionalities. They really only had inventory management (in terms of what we needed) and specifically we needed to track inventory and pump out lot numbers and labels. From an accounting perspective, it was complex. We had to invest a lot into training myself to use it, and we spent a lot of money afterwards for the yearly support and calling on specific issues. At the end of the day, we still had to pay an accountant to deal with all our accounting stuff because the program itself was not simplified enough. It was too complicated for us to trust doing the accounting through the program. In terms of support we got from Connected, when we would pay for it, we’d get support. Because we were not heavy reliant on it for accounting purposes anymore, the only time we needed help was when we had an issue specific to the inventory management (3 times a year) so we stopped paying them for the yearly support. We’d still have to pay an hourly rate for phone calls with them.

Submitted on October 31st, 2017 by an anonymous Connected Accounting and ERP user.

Works for us, we’re happy.

Does what we need it to! Pretty happy with it!