Caselle Support | Home

Important Release Notice

Caselle released an update to version 2026.02 on February 26, 2026.  This is an update to correct an error that incorrectly states that timesheet totals do not match hours in Connect Online.

If you do not use Connect Online timesheets, you do not need to install this update.

Please refer to our knowledge base article to read more about this fix and how to revert timesheet settings back and again require that timesheet totals match hours.

    Year-End Support

    We apologize for the delayed response times you may have experienced while reaching out to support recently. Due to a higher-than-normal call volume at year-end, our response times have been impacted, and we appreciate your patience as we get caught up from these issues.

      • Recent Articles

      • Webinar: Materials Management - Balancing with mistakes (00h25m09s)

        In this webinar, learn How and when to print the reports (including the inventory value report). How to use Account Inquiry to balance. Troubleshooting balancing issues.

      • Vendor List

        Use this report to review vendor records maintained in the system. The Vendor List provides a consolidated listing of vendors and related information, helping users verify vendor records, support purchasing activities, maintain accurate vendor data, ...

      • Transaction Register

        Use this report to review and document inventory transactions recorded in the system. The Transaction Register provides a detailed record of inventory activity, including receipts, issues, returns, adjustments, transfers, sales, and other transaction ...

      • Transaction Summary

        Use this report to review a summarized overview of inventory transactions for a selected period. The Transaction Summary Report groups transaction activity by type and provides totals for quantities and values, helping users analyze inventory ...

      • Reserved Inventory Report

        Use this report to review inventory items that have been reserved for specific projects, work orders, departments, or other operational needs. The Reserved Inventory Report displays reserved quantities and helps users understand inventory ...

      • Popular Articles

      • How do I close year-end in General Ledger?

        Closing the year-end is a step in the Year-end Checklist. When you are done with the last month of the year, your ready to close the year end.  Closing the year-end is a "soft close", which means Connect will add one year of future dates and you can ...

      • Adding an Activity Number to an Existing Transaction

        When we enter an invoice and forget to add a GL Activity number, we have the ability to add it after the fact in the General Ledger.  Follow these steps: Go to General Ledger | Journals | Enter Journal Amounts. Specify the appropriate Journal ...

      • Connect Quarterly Update - 2022.08

        Release Date:         August 2022 Version:                 2022.08 Install Instructions:      Install instructions WITH COWS                                      Install instructions WITOUT COWS All Applications  Print Settings Print options section ...

      • Can I work in more than one fiscal year?

        The answer to this question is “yes”.  You can run Close Year-End at any time once you are in the new fiscal year.  For example, let us say that my fiscal year end is December.  I can run Close Year End right away in January, if I choose.  This will ...

      • How do I reopen a closed period?

        If you have the proper permissions, you have the ability to reopen a closed period.  Follow these steps: 1.  Open General Ledger > Organization > Organization. 2. Find the Last period closed field.  Change the field to the period preceding the period ...