==================
11.00.23 - 6/6/2011 - Current Release
==================

• Fixed an issue in Post Schedule to Dispatch where changing the schedule type to "Daily" and changing the dates outside the seven day range would cause an error.
• Fixed an issue in Display Statements where if you emailed a statement and the Peachtree integration was enabled, the balances would show as zeros.
• Fixed an issue in Sales Invoicing where the read-only flag wasn't clearing if you used the "Clear" button. This could cause a problem if you created a template from a read-only invoice then tried to use that template on a different customer. You could temporarily get around this by simply closing the Sales Invoicing screen and then re-opening it.
• Fixed an issue in Sales Invoicing where if the job was changed on an invoice, the InvenAct table wasn't being updated with the new job.
• Fixed an issue in Sales Invoicing where changing the date on the invoice was not updating the inventory selling dates. This could cause a problem if you're using serialized parts and you set the invoice date to a date before you received the part into stock.
• Equipment and history now save to the database when an invoice is put on hold.
• Fixed an issue in Sales Invoicing where the transaction date for a payment was being stored in the ledger with the entry date instead of the payment date. – ESC Accounting only

==================
11.00.21 - 3/24/2011
==================

• Fixed an issue where an error would occur when posting an invoice to Peachtree and the "Direct Connect" method was being used.
• You can now use the Enter key to add additional lines in Post Schedule to Dispatch. Prior to this update, using the Enter key would activate the Post button.
• Fixed an issue on the Customer Entry screen where you could enter more information into the Address fields than the database would allow.

==================
11.00.20 - 3/16/2011
==================

• Added compatibility for Peachtree 2012. If you're using the Accounting Server then you'll need to update it as well.
• Added a pop-up when the automatic update utility is finished registering files. This will tell you if the operation was successful or it failed.
• During the import of 3rd party flat rate items, ESC will now automatically trim the category names if they exceed 36 characters. Prior to this, ESC would simply not import the parts.
• Removed the character limit on the Description field in Enter History Codes.
• Fixed an issue in Dispatch Entry where it was possible to duplicate parts from a quote if you changed the dispatch number.
• Fixed an issue where converting a quote into an invoice wasn't signaling to ESC that it needed to save the invoice before printing\emailing.
  

==================
11.00.19 - 3/1/2011
==================

• Made additional tweaks to the American Home Shield integration when importing phone numbers.
• Added an "Edit" button to the Modify Task screen in Enter Service Agreements | Schedule Tab. The new button allows you to edit the full tasking description, task time and skill level for the sub task.

==================
11.00.18 - 2/9/2011
==================

• Fixed an issue where the job number was not being stored in the InvenAct table if the part quantity went below zero.
• Fixed an issue where equipment wasn't saving to a customer properly under certain conditions. In order to duplicate this you must be using a customer that doesn't have any previously entered equipment and you must be going from a quote to an invoice using the Bill button in Enter Quotes.
• Fixed an issue in the AHS integration where the contact phone number for the main customer was not importing properly.

==================
11.00.17 - 2/1/2011
==================

• Fixed an issue in Sales Invoicing where cost and income accounts were not being assigned properly if XX codes were being used and parts were imported from a dispatch.
• Fixed an issue in Dispatch Entry | Create a Quote where dollar amounts were being cleared when transferring parts from the Parts tab.
• Inactive accounts with zero balances no longer show on Chart of Accounts report.

==================
11.00.16 - 1/18/2011
==================

• Fixed an issue when printing 1099's where if you had an odd number of vendors it was printing the last vendor's 1099 twice.
• Fixed an issue in Sales Invoicing where you couldn't post a part to equipment without an invoice number.
  

==================
11.00.15 - 1/10/2011
==================

• Fixed an issue in Sales Invoicing where credit point-of-sale invoices were not automatically posting to QuickBooks if the option was enabled in System Setup.
• Fixed an issue in Sales Invoicing and Enter Quotes where the mobile invoice form name wasn't pulling in properly.
• Fixed an issue in Export Data to ASCII where an error would occur if you tried to export the Employee table and an employee had a picture attached.
• Fixed an issue in Sales Invoicing where in some situations a piece of saved equipment would pop up for editing.
• Fixed an issue in Post Schedule to Dispatch where an error would occur if your default schedule type was "Daily" and you changed it to "Date-Driven".
• A message box will now appear if you try to delete an invoice, credit memo or quote and you don't have permission.
• ESC now strips out invalid characters when saving part descriptions.
• Changed how 3rd party billing information gets distributed when an invoice is saved. Here is the new design:
  

  Service Location:
  Location name
  Shipping address
  Tax code
  Location active flag
  Custom fields

  Billing Location:
  Price Code
  Labor rate
  Helper rate
  Sales reference
  Discount

==================
11.00.14 - 12/1/2010
==================

• Fixed an issue where agreements that were setup to post invoices "With Dispatch" returned an error if using ESC Accounting or Peachtree.
• Fixed an issue in the Tech Hours Report where the customer name was not displaying at all on the exported PDF file if it was a long name.
• Fixed an issue on the Dispatch Schedule Report where the Order By "Tech" filter wasn't working properly for dispatches with multiple techs.
• ESC now tells you which jobs are closed when running Post Time to Payroll.
• Fixed a minor display issue when creating a word processor document. The tops of some letters would get chopped due to the red line used for spell check.
• Fixed an issue in Qualifications where custom fields 12-16 were not displaying the information properly.

==================
11.00.13 - 10/29/2010
==================

• Fixed an issue in ESC where if you closed ESC and re-opened it, the connection to Peachtree's job classes would be broken.
• Fixed an issue where the "Zone" field that prints on the dispatch ticket was printing the zone for the location instead of the zone on the dispatch.
• Fixed an issue in Sales Invoicing | Add New | Create from Dispatch where ESC was aborting the part importing process if you canceled out of the serial number selection screen.
• Fixed an issue in Dispatch Entry where modifying equipment info was not registering as change to the dispatch in ESC.
• Fixed an issue in Sales Invoicing where dispatch note information was not wrapping properly. In order for this issue to occur you had to be using the "Dispatch Notes" field on the invoice form.
• Fixed an issue in Qualifications where dispatch related information was not reloading properly if the customer was changed.
• Fixed an issue in Enter Quotes where an error would occur if you tried to resave a zero dollar quote.
• After the Post Recurring Credit Card Charges report is finished printing a pop-up will show to verify the report printed properly. At that point you can opt to reprint the report. – ESC Accounting only
• Added the name on the credit card to the Description field in Make Deposits. – ESC Accounting only
• Added a new report in Company | Reports | Financial Reports called Credit Card Expiration Report. This report simply shows all recurring credit card memorized transactions with the expiration date of the credit card. You can filter the report by expiration date and drill down into the memorized transaction. – ESC Accounting only
• When drilled into a memorized credit card transaction there will be an "Edit" button next to the customer name so you can view\edit the customer's info. – ESC Accounting only
• Added an inventory adjustment ticket that automatically prints out after you save an inventory adjustment. To cancel printing the report simply click the "Cancel" button on the printer dialog window.
• Added the option to "Manually retrieve customer balances" back into Company | System Setup | Receivables menu.
• Added a new item to the Agreements pull down menu called "Post On-The-Fly Dispatches". The purpose of this feature is to post agreement dispatches that don't use a set schedule.
• In Post Monthly Invoices, ESC now automatically removes the On Hold during the posting if you select a "Quote" type form.
• You can no longer change a "Normal" invoice form to a "Quote" type form if it has been used in sales.
  

==================
11.00.08 - 10/4/2010
==================

• Added an "Invoice" button to the main toolbar in Dispatch Entry. This button does exactly the same thing as the Activities | Create an Invoice menu option.
• Made the entire "Add New" button in Sales Invoicing a drop down. This change was made so invoicing a dispatch could be more a more keyboard-only friendly process.
• The Dispatch and Last Name filters in Sales Invoicing | Add New | Create from Dispatch are now their own separate fields so you can use them for joint filtering.
• Fixed an issue where if you set the toolbar to have large icons it was not retaining the settings when you closed ESC.
• Fixed an issue in Sales Invoicing where some custom defined fields were not printing properly on invoices.
• Fixed an issue in Sales Invoicing where you were able to create an invoice for a customer number that didn't exist.
• Fixed an issue in Sales Invoicing where you would receive a multiple step error when saving if you used more than 30 characters in the Ship To address.

==================
11.00.04 - 9/24/2010
==================

• Fixed an issue in Sales Invoicing where material cost was not being shown when using the Activities | Import Items Received to a Job\Dispatch feature and an account was being imported. The material cost should only show if the cost debit and credit are the same account on the billing code being used on the import.
• Fixed an issue in Sales Invoicing where any activity in the Tender screen was not updating the modified date of the invoice.
• Fixed an issue in Enter Chart of Accounts where the "Vendor for accrual" field was being hidden if WIP was turned off. – ESC Accounting only
• Fixed an issue in Post Recurring Credit Card Charges where it was looking at the amount entered on the memorized transaction instead of the amount in the customer's AR. – ESC Accounting only
• Added an "Amount" field to the Post Recurring Credit Card Charges screen. When you first enter the screen it will show you what ESC is supposed to charge the customer. After you're finished charging the credit cards it will update the amount and show how much was actually charged.
• Changed the way transactions are posted in the Post Recurring Credit Card Charges screen so it posts them individually instead of all at once. Prior to this update, ESC was posting them all at the end which made ESC unusable on other machines. – ESC Accounting only
• Changed the way ESC handles SMTP port settings. The change made should provide better compatibility with ISPs that block port 25 by default.
  

==================
11.00.03 - 9/15/2010
==================

• Added the ability to receive AR payments to a closed job.
• Added logic so that if a user does not have access to view labor costs in Sales Invoicing then they also cannot see the gross profit.
• Removed the ability to delete a department if it's set as the regular default or the default for service agreements.
• Fixed an issue in Sales Invoicing where you were able to delete an invoice if a payment had been applied.
• Fixed an issue in Sales Invoicing where the Print button was not saving a new invoice properly in certain situations.
• Fixed an issue in Sales Invoicing where auto-fill was not working properly for point-of-sale invoices if you had two customers that started with "Cash" and an ampersand was used in the name.

==================
11.00.00 - 9/8/2010 - Official Release
==================

• Sales Invoicing

  The Sales Invoicing Module underwent a complete redesign, which made it even more intuitive, added time-saving functions, and made more useful information readily available.
  

  • The sales invoicing module has a new and clearer design and is now in the .NET framework.
  • There is a new “View Details” button, which lets users with the right permissions view the costs of parts and labor used on an invoice, making it easier to see the profitability of each invoice.
  • You are now able to adjust the quantity of assemblies, which will automatically calculate the quantities and costs of all the components that make up that assembly.
  • This version also lets you adjust the quantity of flat rate parts on an invoice.
  • You are now able to make templates out of the invoices you create, which will dramatically reduce the time you spend on creating common invoices involving many line items. Rather than having to create each invoice from scratch, you can just load the template you created and make any necessary modifications before saving.
  • A new search screen in the Sales Invoicing Module makes it easy to recall recently modified invoices without having to enter detailed search criteria.
  • The Sales Invoicing Module now supports barcode scanning, letting you scan parts and items directly onto an invoice.
  • You can now modify the details of equipment you add to an invoice immediately, without leaving the invoice.
  • The “Tender” button is now available right on the Sales Invoicing tool bar.
  • The credit memo function now has its own screen, making it simpler to create a credit memo from an invoice.

  Quotes

  ESC now has an independent quotes module that lets you enter, edit, and manage quote status in its own screen.

  • The updated Quote List Report gives a number of different sorting options as well as summary statistics (such as quote status and closing ratios) for each individual sales person.
  • There is a new screen that lets you selectively cost out the parts on a quote when making it into a dispatch, making dispatching from an accepted quote an easy one step process.
  • There is now a “Status” drop down, which lets you keep track of whether a quote is pending, accepted, or rejected. ESC automatically updates the status to “Accepted” when you create a dispatch or invoice from the quote.
  • There is a new search screen in the Quotes Module that makes it easy to recall recently modified invoices without having to enter in detailed search criteria.
  • You can also make templates from the quotes you create, reducing the time you spend on common or reoccurring quotes involving many line items.
  • The Quotes Module also has a new “Markup%” field, which lets you adjust your markup percentage on individual line items as you create the quote.
  • Any equipment or service agreements you attach to a quote will also carry over to the dispatch you create from the quote.

  Qualification Screen

  The Customer Qualification screen is the most visibly modified screen. It underwent a complete redesign with drag and drop functionality that lets you adjust and modify your screen layout so it displays the information that is most important to you.

  • You are able to choose from a number of our included layout templates, or create your own templates.
  • There is a new “Refresh” button on the Qualification Screen tool bar which lets you quickly see how the changes you made in different modules affected the customer.
  • A “Create Quote” option is now under the Activities menu.
  • There are three new columns of information in the Invoices/Quotes panel of Qualification Screen: Billed %, Associated Quote, Quote Status.

  Dispatching Module

  The Dispatching Module and the Dispatch Ticket Layout Designer both have new features to put you in control of the information that appears on printed tickets and that shows up in your customers’ history.

  • The dispatch ticket layout design now has multiple grow-able body fields and grouping so that all the information you need on your printed tickets will appear.
  • There is also a line spacing option to make your customized tickets fit onto pre-printed forms.
  • The ticket designer also lets you decide if you want the customer’s entire equipment list to print or only the equipment that is attached to that dispatch.
  • You can now decide to post dispatch notes to the invoice and to the customer history.
  • There is a new pull down menu to select which billing code to use in posting dispatch notes.
  • There is also an option to select which billing code to use for dispatch notes that are posted to the invoice.

  ESC Accounting Software

  The ESC Accounting Software package also has some expanded features and updates, including reoccurring credit card transactions and “work-in-progress” options.

  • You can now set up automated recurring credit card transactions from several screens; including: “Enter Customers”, “Enter Agreements”, and “Sales Invoicing”.
  • There is a new work-in-progress option, a WIP Enabled checkbox, and Closing Account drop down in Enter Chart of Accounts for asset and liability accounts.
  • If you set the status of a job that has money in WIP accounts to “Closed”, a journal entry screen will come up that moves money from the WIP accounts to the closing accounts when you save.

  Miscellaneous

  • A new data structure makes auto-fill searching much faster in large databases.
  • There is now a summary page that shows which invoices posted after you use the “Post Monthly Invoices” screen.
  • ESC Version 11 is now compatible with Peachtree 2011.  
  • Version 11 works with the new HST Canadian tax.
  • History and billing codes can now be up to 36 characters long, and you can make them inactive.
  • There is a new billing code type called “Agreement” that maps to the Agreement column on the sales reports.
  • Version 11 supports job classes in the ESC Mobile Client and ESC Front Office.
  • We improved grouping to the layout designers, making it easier to create custom layouts.
  • When you modify parts on an invoice that post to equipment, it automatically updates the information in the Equipment tab in the customer’s information screen.
  • The inventory module now has spell check and date\time stamp for the Inventory Entry Notes tab.
  • Also, inventory part adjustments are now date sensitive.

==================
6/30/2010 - 9/7/2010 -Beta Period
==================

Click here to see a list of beta versions.