How do I convert a form?
Convert a form from the 2022.08 release or earlier to the new forms designer. The new forms designer is more powerful with new features that you can use to create and edit your forms. If you convert a form and you need to use the old form, you can find the old form in the forms menu with (backup) attached to the form name.
The new forms designer does not support editing for forms created by the old forms designer. It's available in the 2022.11 release and anyone who can edit forms can use this routine to convert a form.
Converting a form
1. Open Connect System Management > System Tools > Convert Forms.
2. Use the Application box to select the application that uses the form.
Forms are created for use in an application and they are tied to the application. You'll need the name of the Connect application that is using the form.
Convert forms, Application box
3. In the Report Forms section, select the checkbox next to the form that you want to convert.
When you select the application, all of the forms from the application will be displayed in the Report Forms section. Forms that have already been converted will show a Yes in the Already Exists column. Converting a form that was already converted will replace the existing form with the new form.
Convert forms, Report forms
4. Click GO (CTRL+G).
The form is converted. You can run the report that uses the form or use the new forms designer to edit the form. If you need to look at or use the old form, it has been renamed [form name] (Backup).
Utility Management, Delinquent List/Notices - Forms box
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I print Form 1095-C Employee?
Print Form 1095-C for any employee of an "Applicable Large Employers (ALE) member who is a full-time employee for one or more months of the calendar. ALE members must report that information for all twelve months of the calendar year for each ...How do I print Form 1095-B Employee?
Print Form 1095-B to "report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment" (irs.gov). Before you get ...How do I print Form 1095-C Employee?
Print Form 1095-C for any employee of an "Applicable Large Employers (ALE) member who is a full-time employee for one or more months of the calendar. ALE members must report that information for all twelve months of the calendar year for each ...How do I convert year-end tax information? (2025.05)
When it's time to print W-2 and 1099 forms, use the Convert Year-end Tax Information routine to import the employee information from the Payroll application into the Government Reporting application. The Government Reporting application manages the ...How do I convert year-end tax information? (OR) (2025.05)
When it's time to print W-2 and 1099 forms, use the Convert Year-end Tax Information routine to import the employee information from the Payroll application into the Government Reporting application. The Government Reporting application manages the ...