Use Checkout to search for errors in the database.

Step 1: Run Checkout

Search the database for errors.

Do this...

1. Open Connect Cemetery Management > Organization > Checkout.

2. Select the options on the routine.

3. Click GO (CTRL+G).

The routine runs. It may take a few minutes depending on how many options you have selected.

Step 2: Review the Checkout report

Use the instructions on the Checkout report to fix the errors in the database. Some of the errors can be fixed by running Recalculate. The rest of the errors will need to be fixed by hand.  

Step 3: Rerun the Checkout report

When you're done fixing the errors listed on the Checkout report, rerun the Checkout report to make sure all of the errors have been resolved. When the Checkout report shows that the database is error free, then you're done.

Check for transactions missing a billing type

Search for customers who have payment transactions that should be tied to a billing type.

When the payment type is blank or null, the customer number and payment transaction will be included in the error report. 

Error message: **[Type] transaction without a billing type occurs on [Date] with reference number [ReferenceNumber] and sequence number [SequenceNumber]?

To fix this error, contact customer support at (800) 228-9851. They can help you fix the error. 

Check for duplicate owners

A duplicate owner is an instance of an owner record that exists in two separate locations. Each owner should be linked to a single owner record. If more than one owner record exists, merge and delete the duplicate record.

Do you want to search for duplicate owners?

• Click to select Check for Duplicate Owners. Then, choose the search criteria to identify the duplicate owners. You can search for duplicate owner names or duplicate owner addresses.

• Click to deselect Check for Duplicate Owners.

First, identify the owner record that you wish to keep in the database. Then, use Connect Cemetery Management > Owners > Modify Existing Owners to update the record that you will keep with the information from the record that you will delete. Finally, look up the duplicate record in Modify Existing Owners and delete it.

1. Filter by owner address.  Use Filter by Owner Address to search for addresses that have the same street address, city, state, and zip code.
   
2. Filter by owner name. Use Filter by Owner Name to search for owners that have the same first name and last name.

Check for plots without an owner

Search for plots that are not tied to an owner. Each plot should be linked to an owner. 

Verify deceased date

The deceased date is the date when the individual died. An error occurs when the deceased date occurs before the birth date. Use Verify Deceased Date to search for instances when the date the individual died occurs before the date when the individual was born.

Look up the plot information in Connect Cemetery Management > Plots > Modify Existing Plots to check the birth date and death date recorded on the plot record. Enter the correct birth date and death date. Then, click save your changes (CTRL+S).

Verify General Ledger accounts are valid

A GL account is an account in the General Ledger that records credits and debits. A valid GL account refers to GL accounts that match the current GL account mask and format. On the other hand, an invalid GL account does not fit the current GL account mask or format.

Do you want to search for invalid GL accounts?

• Yes, search for invalid GL accounts. Click to select Verify General Ledger Accounts are Valid.

• No, do not search for invalid GL accounts. Click to deselect Verify General Ledger Accounts are Valid.

The Checkout Report will list the record number that is using an invalid GL account. Use the transaction type listed on the Checkout Report to look up the transaction and update the invalid GL account with a valid GL account. Save your changes and run Checkout again.

Verify General Ledger transactions have been updated as of [MM/DD/YYYY]

Use Verify General Ledger Transactions have been Updated as of [MM/DD/YYYY]  to search for transactions that should be updated to the General Ledger but have not been updated. In version 2020.02 or later, this option will verify GL accounts that are used on billing types.

Do you want to search for transactions that have not been updated to the General Ledger?

• Yes, I want to search for transactions that have not been updated to the General Ledger. Select the Verify General Ledger Transactions have been Updated as Of checkbox. Then, enter a MM/DD/YYYY in the Verify General Ledger Transactions have been Updated as Of [MM/DD/YYYY] field.

• No, I do not want to search for transactions that have not been updated to the General Ledger. Deselect the Verify General Ledger Transactions have been Updated as Of checkbox.  

How do I update transactions that have not been updated to the General Ledger?

• Run Update General Ledger. Open Connect Cemetery Management > Organization > Update General Ledger. Set up the options to include the transactions listed on the Checkout report. Then, run the routine as usual.

• Run Recalculate. Open Connect Cemetery Management > Organization > Recalculate. Select the Mark Transactions as Updated to the General Ledger Through [ ___ ] checkbox. Then, enter a MM/DD/YYYY in the ...Through [ ___ ] field. Click GO (CTRL+G).

Copyright © 2025 Caselle, Incorporated. All rights reserved.