NEWS

Tip of the Month

Q: How can I use General Ledger Activity Reporting in Accounts Payable? A: Go to Accounts Payable > Organization > Organization. Select the Interfaces tab and mark the "Allow activity reporting" box in the General Ledger tab. Now you can add Activity Numbers to Requisitions, Purchase Orders, and Invoices.

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Save the Date for 2016 Annual Conference

We are excited to announce the dates and location of our 2016 Annual Conference.

Wednesday & Thursday October 12 -13

The Venetian Resort Hotel 

Las Vegas, NV 

Golf Tournament ~ Tuesday October 11

Watch for more information on the conference and registration in the spring.

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Tip of the Month

In some of the Caselle routines, you can utilize a "wild card" when searching. Simply type the percent sign (%) before the character(s) you want to find. The search will bring up all records that contain the characters anywhere, even in the middle of the description. For example, in Utility Management Customer Inquiry if you select the search binoculars and then type "%center," the search will find all customer names that contain the word "center," even if the customer name does not begin with that word (i.e. "Community Center").  

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School Supply Donation

Last week we had the opportunity to visit Salem Elementary School as we dropped off over $1000 worth of school supplies that were donated by our staff and executive committee during ‪‎Service September‬. It was such a wonderful experience to meet with their Principal as well as some of their faculty and students. Thanks for letting us come!

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Service September

Throughout the month of September we focused on finding acts of service we could do as a company as well as individuals. It was a huge success.  As part of our service, we held a Back to School drive for supplies to be donated to a local school. We were also able to perform over 125 individual acts of service through out the month.  To keep track of all of our acts of service we had a "Service Tree." Each "leaf" represents a service that was done by a Caselle Employee throughout the month. Check out our Facebook page to see what we have done.

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EVENTS

Webinar- Caselle Connect Utility Management- Best Practices

We will be going over the daily, monthly, period end/month end routines. We will also be covering a few routines you might not currently be using, that will take your Utility Management experience to the next level.

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Webinar- Caselle Connect General Ledger Budget Entry

This webinar will cover how to enter your new budget into your General Ledger.

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Webinar- Caselle Connect Cash Receipting Training

Come learn and review some best practices in Cash Receipting as well as how to streamline your processes.

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Webinar- Caselle Connect Accounts Payable Training

In this webinar we will be going over short cuts in AP as well as entering invoices and creating checks.

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User Group- Signal Hill, CA

Join us in Signal Hill, California on March 30th & 31st, 2016 for our first 2016 User Group. This will be a great opportunity to meet locally with Caselle Product Owners and your Territory Manager. The event will give you the chance to improve your effectiveness in using Caselle software, as well as an opportunity to discuss best practices, and suggest future software enhancements.

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2016 Annual Conference

Join us for the 2016 Caselle Annual Conference in Las Vegas, NV at the Venetian Resort Hotel. Watch for more information coming in the spring.

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