==================
9.1.86 - 11/12/2009 - Available by patch only - Current Version
==================

• Fixed an issue where it was possible to have the discount date on an AP bill come after the due date.  – ESC Accounting only
• Fixed an issue where no matter what value you put into System Setup | File Maintenance | Documents, when you ran the Monthly Maintenance Utility it was archiving all of the documents.

==================
9.1.85 - 9/20/2009 - Available by patch only
==================

• Fixed an issue where if you posted a credit memo from ESC to QuickBooks that includes a cost tax with multiple items in it, every item after the first posts to the same account creating a wash and leaving an inflated balance in the Cost Tax account.
  Made a small change to Caller ID that allows for backwards compatibility with older CallerID.com Ethernet boxes.

==================
9.1.84 - 9/3/2009
==================

• Fixed an issue where the payment method type “Trade Disc” was taken out of the list in Enter Payment Methods.
• Fixed an issue where sales invoice journal entries were posted to the ledger if an account was inactive. ESC now does not allow you to save the invoice if there are inactive accounts tied to the billing codes, inventory parts, etc. on the invoice. – ESC Accounting only
• Fixed an issue in the Workmans Compensation report where if an employee’s regular pay was more than 100,000.00, the last decimal place on the Total line was not being shown.
• Fixed an issue in the full installation builds of ESC where two of the files (AxInterop.MapPoint.dll and Interop.MapPoint.dll) were being set to “Read-only”. This caused an issue when trying to unzip patches because you couldn’t overwrite the file.
  Fixed an issue with FICA calculations. – ESC Accounting only
• Changed the location of where ESC pulls data to fill the “Duration” field in the Optimize Dispatch into Route feature. Previously, ESC was pulling the estimated hours from the General tab in Dispatch Entry. ESC now pulls from the Schedule tab in Dispatch Entry.

==================
9.1.82 - 7/28/2009
==================

• Fixed an issue with terms on accounts payable bills not calculating properly.  This was something that just recently broke in the 9.01.81 patch which was released on 7/23/09.  – ESC Accounting only

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9.1.81 - 7/23/2009
==================

• Fixed an issue where the Service Account Ledger report was not totaling tax properly when filtering by the Sales Tax Payable account and sorted by “Detail by Account”.
• Fixed an issue where if you saved a Point-of-Sale invoice in ESC without terms you received an error. We took off the requirement of having terms if the invoice type was Point-of-Sale.
• Fixed an issue where the filters on the “GPS Activity Report” were not working. The report was showing the same amount of information as if the report was ran without any filters.

==================
9.1.80 - 6/30/2009
==================

• Fixed an issue where some serial numbers were not showing in the list when returning a serialized part through a credit memo.
• Fixed an issue in the QuickBooks integration where if a job was imported from QuickBooks it was not taking the address information.
• Fixed an issue where if you had a dispatch scheduled for a tech for multiple days, only the last work order was being created in SageQuest MCO2. – SageQuest MCO2 integration only
• Fixed an issue where date driven terms were not calculating due dates properly if the due date went into the next month.  This affected both accounts payable bills and accounts receivable invoices.
• Fixed an issue on the Service Agreement report where scheduled maintenance could show dates that had already passed. Although, this did not affect the functionality of the agreement it has been changed to only show future dates to limit confusion.

==================
9.1.79 - 6/5/2009
==================

• Fixed an issue where opening the sample company while your computer was set to use Canadian date settings would cause ESC to close.

==================
9.1.78 - 5/27/2009
==================

• Fixed an issue where unpaid invoices in closed periods could be modified. – ESC Accounting only
  Fixed an issue where the AHS dispatch flag was not being cleared in the database.
  Fixed an issue where we were sending the Windows system date as the completed date instead of the “Date Off” when posting time entries to Peachtree.
• Changed the verbiage in the error message when ESC is trying to communicate to the QuickBooks Server but it’s paused or not running.  This change effects posting invoices, saving customers, saving jobs, etc. – QuickBooks integration only
• Fixed an issue where ESC would crash if you had imported a formula based tax code from Peachtree and then tried to go back through the Peachtree Connection Wizard. – Peachtree integration only
• Fixed an issue where if you entered a port number longer than one character into the “Port” field for the AHS integration, it was setting the port to “0”.
• Fixed an issue where under very specific circumstances you could manually add a job to an invoice that didn't exist.

==================
9.1.77 - 5/14/2009
==================

• Added Peachtree 2010 compatibility.
• Fixed an issue where the check date was being not being put in the proper period if a future date was used.
• Fixed an issue with the service agreement Usage Report where if meter readings were being used, the Running Total column was not calculating properly.
• Decreased font size in Vendor Payments Report so more characters would show. - ESC Accounting only
• Allowed SQL Server to be installed even if Windows had a corrupt MSXML6 installation.

==================
9.1.76 - 3/31/2009
==================

• Fixed an issue where the tax on an invoice was not printing properly if five or more tax items were used.
• Reduced the amount of time it takes for the timeout to occur when a customer is saved and the QuickBooks Server is paused.  It now take 1 minute 30 seconds for the timeout to occur.
• Fixed an issue where we allowed you to save a billing code without a type selected.
• Fixed an issue where an error would occur if you used the Optimize Dispatches feature and one of the dispatches had a zip code longer than five digits.
• Removed the Opening Balance amounts in the “Deposit” and “Payment” columns on the Account Register Report. – ESC Accounting only
• Fixed a spelling mistake when printing checks out of ESC Accounting where “Forty” was spelled incorrectly in the amount of the check. – ESC Accounting only

==================
9.1.75 - 3/10/2009
==================

1. Fixed an issue where if you had a job attached to a dispatch and you invoiced it, when you saved the invoice you’d receive an error.  This error was mostly harmless but could affect the way invoices were created for American Home Shield customers.
2. Fixed an issue where if you enter an incorrect table name or incorrect export path in the Export Data to ASCII screen you would get a continual loop of errors.
3. Fixed an issue where if you deleted a location, you could not reuse the location number.
4. Adding scrolling ability in the Enter Service Agreements | Activities | List Templates screen.
5. Added the option to cancel out of the pop-up box that comes up when you can’t connect to Peachtree.
6. Added the version number and compiled date of Coastal.exe to the Help | About screen when no company is open.

==================
9.1.74 - 2/27/2009
==================

• Added the vendor’s account number into the “Memo” field when you print a payables check. – ESC Accounting only
• Added a new report called “Employee Data Address Report” under the Employees | Reports menu.  This report displays general information about the employee such as their name, address, SSN, etc. – ESC Accounting only
• Added two new options in the “Type” drop down when running the Payroll Report (Employees | Reports menu). – ESC Accounting only
  • Summary – Same as the Detail option but puts all of the checks combined into one line for each employee.
  • With Company Paid Tax – Substitutes the taxes paid by the employee with the tax amounts paid by the company.
• Added support for Merchant Services through a proxy server.
• Added the ability to manually type in an alternate part number in the Warehouse Transfer, Adjust Inventory and Inventory Job Transfer screens.
• Added sorting to both equipment reports so that if the customer has multiple locations with equipment ESC sorts the reports by the location number.
• Added the ability to use assemblies and billing codes on service agreement tasks.
• Added support for the Caller ID units that use the Ethernet port.  New options are available in the Company | System Setup | Caller ID screen.
• Added a “Taxable” read-only column to the Write Manual Check and Backload Payroll screens. 
• Made formatting changes to the direct deposit output file when generating payroll checks. – ESC Accounting only
• Removed the “ADMIN” user from the Base On Another User drop down in Setup Users.
• Increased the “Serial #” field length on the Inventory Transaction report to allow for all 25 allowed characters to fit.
• Fixed an issue with the Technician Sales Analysis report where the quantity of an item was not being multiplied correctly for “Other” cost.
• Fixed an issue where if you were only licensed for Web Front Office, you were not able to import Front Office invoices into ESC.  We added the option to import web invoices under the Activities menu in Sales Invoicing if the license contains Web Front Office and\or ESC Mobile.
• Fixed an issue where vacation days were being rounded to the next whole day in the Enter Employees | Payroll screen.  For example, if you entered 1.5 hours in as the amount of hours used for vacation it was rounding it to 2 hours.
• Fixed an issue where if you had a part number that was greater than 15 characters and it was set to post to history, you’d receive an error when saving an invoice with that part number on it.
• Fixed an issue where if the inventory accounting type was set to Average Cost, when you transferred inventory between warehouses it was using FIFO (instead of average cost) to calculate the transferring values.
• Fixed an issue where if you entered more than 10 characters into the Aisle or Bin field in the Inventory Entry screen, the fields would blank out when you saved the part.
• Fixed an issue where if you had the option to print a packing list set to “Yes” in Print Options, it was just printing a duplicate invoice.
• Fixed an issue where if you loaded a dispatch in the Dispatch Entry screen that had been invoiced, saved it, created a new dispatch without closing the screen, went to the schedule tab and completed the dispatch then ESC was marking the dispatch as invoiced in the database.
• Fixed an issue where if you clicked the “Edit” button on Sales Sort Code screen without having any sort codes entered you’d get an unhandled exception error.
• Fixed an issue where if a company has state taxes and the state tax amount is zero, the wages subject to tax for that paycheck were not being shown on the W2 and W3. – ESC Accounting only
• Fixed an issue where you would get an error if you tried to post payroll times to QuickBooks and the customer associated to the job was different than the customer on the dispatch.
• When importing a dispatch from AHS, we now remove the comma between the last name and first name.  This was causing issues for customers that integrate with Peachtree because an error would occur when posting. 

• Fixed an issue where templates were not properly attaching to locations as documents when using the Report Generation feature.
• Fixed an issue where if ESC Accounting is enabled and an employee is setup for direct deposit, if a user tries to update information in the Enter Technicians screen but doesn’t have access to the Enter Employees screen they would get the error below. – ESC Accounting only
• If Internet Explorer is uninstalled from Windows, we no longer display an error when logging into ESC.  Internet Explorer is required for the ESC Dashboard to load properly.
• Tweaked the installation manifest so that if a previous version of ESC is already installed and you try to install a newer version on top of it, you’ll get a prompt telling you to remove the old version via Add\Remove Programs in Windows.  The prompt only appears when upgrading from 9.0 to 9.1 or an earlier version of 9.1 to the latest version of 9.1. 
• Added additional fields to the Company | System Setup | Direct Deposit screen for Company Tax ID and Destination bank name.  – ESC Accounting only
• Added the Equipment ID field as a usable field on the invoice Layout Designer.  This was added to the very bottom of the available fields in the Layout Designer.
• Fixed an issue where if you brought up a customer with no equipment in the Qualifications screen and double-clicked on one of the equipment column headings you’d get an FSERROR.  This error has been trapped out and will not appear now.
• Fixed an issue where if you ran Report Generation, tried to export out the customer list but hit “Cancel” when the destination box came up an error would occur.
• Fixed an issue where if you tried to save a dispatch that has a time off but no date off you’d get an error when going into the 7-day view.  We now return the error below when you save the dispatch if a date off is not set but a time off is set.
• There’s a new option in File | Print Options  called “Print Equipment in the invoice body” which allows customers to go back to printing attached equipment the way they did previous to 9.01.60.  If this box is selected then the box above it (Print Attached Equipment on Invoices) is automatically checked as well.  The one above must be selected for the equipment to print and we’ve made it so that even if you uncheck the top it automatically unchecks the new option.

==================
9.1.66 - 1/2/2009
==================

• Added Logon method to SMTP settings in System Setup to allow ESC to work with even more email service providers.
• Fixed an issue where when batch printing invoices the subtotals, tax, etc. was rolling over and accumulating for each invoice.
• Added a leading character to Fed ID number. If nothing is entered as a leading character then it will be the default of “1”, which most banks use for direct deposit. – ESC Accounting only

==================
9.1.63 - 12/23/2008
==================

• Fixed an issue where if a customer was set to require a PO and you tried to post a service agreement dispatch that also creates an invoice, an error would occur and the link between the dispatch and invoice would break.
• We’re now including properly laid out templates for payroll check, normal check, payables check and deposit tickets.  You will only see these new templates when you create  new company.  If you’d like to get these new templates, please click here.
• Make a change where if a call is completed but left on the board, the width of the dispatch on the 7-day view will be reflected by the time off.  In previous versions of ESC it would show the estimated time from the “Schedule” tab in Dispatch Entry.
• Fixed an issue where information wasn’t being saved properly in the Location | contact area of Enter Vendor Information unless you tabbed out.
• Fixed an issue where not all of the status codes were appearing when using the right-click menu on a dispatch on the EDB.
• Fixed an issue where POS invoices for the Cash customer would not print.

==================
9.1.60 - 12/18/2008
==================

• Fixed an issue where if you were not logged in as the “Administrator” in Windows Vista you would get an error when printing an invoice in ESC.
• Fixed an issue where if you deleted all of your warehouses in ESC, you were unable to create a new one.
• Fixed an issue where if you tried to filter the new Sales Time Summary report by an employee an error would occur.
• Added many new dispatch related fields to the invoice layout designer.  Only the first three lines of schedule information can be put onto the form.  Also, only three of these dispatch fields (promised date, promised time and tech) will be available when used on the mobile laptop client when printing the form.
• Added many new equipment related fields to the invoice layout designer so that you can customize the information that displays on invoices in ESC.  If you were using the feature to print attached equipment on invoices in ESC, you will need to go into the invoice Layout Designer (File | Print Options | Forms | Invoice Forms | Customize) and add the equipment fields to the invoice form(s) that you want them to print.  Currently you can have up to 3 pieces of attached equipment print on the invoice.  Also, all of the new equipment fields also print out on invoices that are created on the new laptop mobile client if the fields are on the forms.  You will have to click the “Provision Device” button on the laptop client to get the updated forms.
• Added a new “Learning Center” module that pops up when you load ESC.  This new Learning Center is only available if you uninstall ESC and reinstall it using the “ESC Workstation - Full Install” installation package.
• File | Print Options screen - Moved “Combine tax into flat rate part on invoices”, “Print Attached Equipment on invoices” and “Separate Canadian GST/PST on invoices” out of the company configuration file and into the database.  The default values are reset so anyone that is using these features will have to go back in and re-enable them.  After the options are selected, you must close out of ESC and re-log in for the settings to take effect.  As a side note on this change, these options are now global options rather than per-user. 
• Changed the name of “Export Mobile Inventory” option under File | Import\Export to “Provision Mobile Device”.  The name changed because of the number of things (inventory, equipment information, invoice forms for the laptop client, etc.) that are now exported with mobile.
• Changed a setting in our e-mail snap-in that allows compatibility with a larger range of providers that require a special method of authentication.  No setting changes are needed in ESC.
• Greatly increased the speed of compiling the matched customers list between ESC and Peachtree in the Peachtree Connection Wizard.
• We now automatically drop any non-ESC functions in SQL starting with “fn”.

==================
9.1.56 - 11/7/2008
==================

• In the Reorder Parts screen, we now look at the buy\sell ratio for parts.  The Reorder Parts screen will show the resale quantity (actual number going into stock) while the Enter Purchase Order screen will show the purchasing quantity (resale quantity / buy sell ratio).
• Added drill downs to the new Sales Time Summary report.  New drill downs are for employee, customer, dispatch and invoice.
• Fixed an issue where an error would occur when paging but ESC would still send the e-mail.
• Added the “Locations” table to the Aging Transaction Report so that filters from that table can be used.
• Added a new report called “Sales Time Summary” under Sales | Reports.  It lists invoices by employee with the regular hours, overtime, and total time entered in the invoice.
• Deductions and tax rates have been extended out another digit in tax item entry, the employee entry deductions grid, the time sheet screen for manual deductions, process payroll, and the manual paycheck screens.

• Added the ability to use SSL and TSL encryption in System Setup for SMTP.
• Added the ability to use SSL and TSL encryption for the AHS integration in System Setup | Integrations | American Home Shield.
• Fixed an issue where if you used a department on the Enter Purchase Order screen and tabbed out an error would occur.
• Made some tweaks to the Report Generation feature to increase speed.

==================
9.1.52 - 10/29/2008
==================

• Fixed a matching issue in the QuickBooks\Peachtree Connection Wizards where ESC was not auto-selecting the closest match for vendors, customers or employees.
• Made it so that when you use the “Automatically cost inventory items received to a job” feature, we now take into consideration the buy\sell ratio so the full quantity (quantity * buy\sell ratio) will go over to the Inventory Job Transfer screen.
• Fixed an issue where the “Labor Rate” field in the Customer Entry screen wasn’t auto-filling when a new location was added.
• Fixed an issue where when importing vendors from QuickBooks or Peachtree we were not automatically making the main vendor the first location.
• Fixed an issue with the “Sales Trend YTD” dashboard panel where it was possible to have valid sales figures in ESC but the graph would not plot the points correctly.
• We now remove the account number from the “Description” field when receiving something as an “Account” Type.  If an item is received then we still put the part number in front of the description. – Enter Bills screen, ESC Accounting only
• Made it so that when you scan a barcode in the Adjust Inventory screen and there is a serial number required, it will play the “asterisk” sound setup in Windows.  This will be an audio reminder that the user must select a serial number.  If a bad part is scanned you will also hear a “critical stop” sound.
• The speed of a completed scan has been increased to a quarter of a second so there will be less chance of scanning two barcodes too close together.
• Added information to the bottom of the Payroll Report to assist with filling out the 941 form.
• Fixed an issue where if an invoice had aged exactly 91 days it was not showing in any of the columns on the Aging Report.

• If integrated with Peachtree, the Account Manager module in WFO now shows the actual AR balance instead of just the overdue amount.
• Added a warning message if you try to pull up invoice which has a tendered payment:  “Payments have been tendered on this invoice.  Are you sure you wish to modify the invoice?”.
• The Vendor Transaction History, Vendor Payment, and Vendor Transaction List reports have been switched over to being date-based rather than period-based.
• Included the new Version 9.1 help documentation in the full build.  Only core ESC documentation is included, ESC Accounting documentation will be put in later on this year.
• Added the ability to lookup old deposits from the Make Deposits screen and make changes to the deposit.  – ESC Accounting only
• Fixed an issue in the receivables “Open Invoice Report” where we were not filtering out zero balances.
• Made it so that when you write a check to a vendor it will appear on the Vendor Transaction History reports.  This will only happen on newly entered checks.  – ESC Accounting only
• Added the ability to create a deposit ticket template in the File | Print Options | Forms menu. – ESC Accounting only
• Added the ability to print out deposit tickets from the Make Deposits screen. The “Cash Back” field represents the amount of cash you want back from the bank from the deposit.  This amount does not change the amount of the deposit on this screen however it will change the amount of the deposit on the deposit ticket.  – ESC Accounting only
• Changed the “Optimized Dispatch Into Route” feature to re-calculate directions automatically if there were already directions there.
• Added support for scanning alternate part numbers and model numbers in the Adjust Inventory, Warehouse Transfer and Inventory Job Transfer screens.  The alternate part numbers and model numbers reference the real part that it’s tied to ONLY when scanning.  If you try to manually enter them and tab out it will just blank out the part number.
• Fixed a few issues in the new Adjust Inventory, Inventory Job Transfer and Warehouse Transfer screens related to scanning inventory items.  The main fixes were with scanning serial numbers and accounting transactions.
• Added a title showing the date range in the title of the income statements, balance sheet, and trial balance.  They now have a title that says “For the period 1/1/2008 to 9/31/2008”.
• Fixed a bug in the income statement quarter to date report – the quarterly values were not working properly if the fiscal year did not start on 1/1. - ESC Accounting only
• Added drill downs to job reports under the Company | Reports | Job Reports menu. - ESC Accounting only
• The “View Account Register” security option now works just like “View Payroll Transactions”.  It will allow you in the account register screen, however if “View Account Register” is not allowed, no transactions will appear. – ESC Accounting only
• There is now a new security option “Make Bank Entries”.  If this is not selected for a user, the user will not be able to add deposits, bank fees, and so on. – ESC accounting only
• Made some changes to the Equipment Entry screen to work with the new changes in the laptop mobile client.

==================
9.1.47 - 10/2/2008
==================

1. Added support for scanning alternate part numbers and model numbers in the Adjust Inventory, Warehouse Transfer and Inventory Job Transfer screens.  The alternate part numbers and model numbers reference the real part that it’s tied to ONLY when scanning.  If you try to manually enter them and tab out it will just blank out the part number.
2. Fixed a few issues in the new Adjust Inventory, Inventory Job Transfer and Warehouse Transfer screens related to scanning inventory items.  The main fixes were with scanning serial numbers and accounting transactions.
3. Added the “Open Invoice Report” under the Receivables | Reports | Aging Reports menu.  This report shows all of the invoices that are not completely paid at the end of a user specified period.
4. Added the “Vendor Transaction List” report under the Vendors | Reports menu.  It is a simple list of transactions that have been applied to a vendor.  It also allows filtering by the transaction type.  So, for instance, you could run a report with only today’s payables bills.
5. Added further optimization tweaks to the Make Deposits screen and Account Register screen. – ESC Accounting only
6. Made a change to the Account Register screen where the current open period is the default period when opening the screen. – ESC Accounting only
7. There are two new reports in ESC: Receivables open invoice report – this is located under Receivables | Aging Reports. Vendor Transaction List – this is located under Vendors | Reports.  It is a simple list of transactions that have been applied to a vendor.  It also allows filtering by the transaction type.  So, for instance, you could run a report with only today’s payables bills.

==================
9.1.44 - 9/29/2008
==================

1. ESC now loads Peachtree job phases (categories) when loading the sales invoicing screen instead of loading it when the user clicks “Job Categories” drop down. – Peachtree integration only
2. When editing a posted invoice in ESC, it now checks Peachtree for the invoice and journal transactions when saving the invoice instead of when initially bringing up the invoice. This should help the speed of cycling through invoices greatly.  – Peachtree integration only
3. Fixed an issue with importing Front Office and ESC Mobile invoices where usage was used.
4. Added the ability to print out a transfer ticket from the Warehouse Transfer screen.  When printing, it also automatically saves the transaction.

==================
9.1.43 - 9/24/2008
==================

1. Fixed an issue with the Tech Reconciliation report where the hours were not totaling properly.
2. Added a “Warehouse” filter to the Warehouse Restocking Report.
3. We now do not show assemblies in the Warehouse Restocking Report.
4. Made it so that you cannot delete a part category if it is being used on a part.
5. Fixed an issue where the department that was associated to an invoice was not being shown in the Service Account Ledger report.
6. Fixed an issue where the main assembly part was being shown when costing out subassembly items.
7. Fixed an issue where rows were not being highlighted properly in the Edit Database Tables screen and Display Statements.
8. Changed the way the aging reports calculate in ESC.  The aging date logic will now work off of the ending date of the period selected if a prior period is used, and off of the logon date if the current period is used.  Also the “Period Ending” filter is now required for all aging reports.
9. Removed the “Amount” and “Paid” totals from the receivable aging reports.

==================
9.1.41 - 9/19/2008
==================

1. Added index optimization to every screen in the ESC Accounting package to help improve speed. You should notice drastic improvements in View\Edit General Journal, Enter Bills, Account Register and Make Deposits.  – ESC Accounting only
2. Added an “Updating service agreement dates” pop-up when opening ESC so that customers know what is taking ESC a while to load if it is.  This process has always taken place, it was just hidden before.
3. We now sort by the technician’s first name in the screens below to stay consistent throughout the software.  Prior to this we were sorting by employee number.
   1. Send Manual Page
   2. Schedule tab in Dispatch Entry (both of the pop-up screens)
   3. Technician hyperlink screen in Sales Invoicing
   4. Sales Person link in Sales Invoicing
   5. Preferred Tech screen in Enter Service Agreements
4. Removed the “Fix Financial Period Entries” option in the File | Utilities menu.
5. Removed the “Set Cursor Colors” option in the File | Utilities menu.  Customers that had this previously enabled will be set to the default black\white background and font.

==================
9.1.33 - 9/16/2008
==================

1. Added verbiage to the “Automatic pop-ups when phone is answered” option on the Caller ID tab in System Setup that says “TAPI only feature” so customers won’t try to select it or think it’s selected when they’re using a serial or Caller ID Server connection.
2. Fixed a few bugs in the Income Statement reports when the report was being filtered by a division.
3. Made a change that allows up to 9999 lines per invoice into the history ledger table.
4. Fixed an issue where the new “Calculate Routes” feature would throw an error when ran if one of the dispatches was set to a status other than “Pending”.  This one has very specific functionality so I’m going to get with Charles to go over the details and then send out an e-mail with the requirements of this feature.
5. Changed the expiration date format in the Tender screen and Enter Payments screen to be mm\yyyy for credit card payments.

==================
9.1.32 - 9/11/2008
==================

Installation Notes:

If you’re running 9.00.00 – 9.01.31 you’ll need to uninstall ESC via Add\Remove Programs in Windows and do the full installation.
If you’re running 9.01.32 or higher you’ll need to simply apply the patch on each machine.

• Fixed an issue where if saving the invoice to the ledger fails, the entire saving of the invoice is rolled back. This only effects customers using ESC Accounting.
• We now sort the Make Deposit screen by last name, first name. This only effects customers using ESC Accounting.
• Put in reconnect code into ESC so that if you lose network connection, ESC will automatically reconnect to the database.  This is not available everywhere in the software; only places that use our new record sets such as Inventory Entry, Customer Entry and any of the screens that have rewritten in .NET (Enter Purchase Orders, Setup Jobs, etc.).
• Made it so that you cannot make a payment to an AR invoice if the payment date is before the invoice date.
• Made it so that you cannot save an invoice that just had a deposit made for it while the invoice was up. This only effects customers using ESC Accounting.
• Fixed an issue with the automatic update utility in ESC where it would some of the main files in ESC.
• Journal entry transactions that are part of a group are now highlighted in the View\Edit General Journal screen.  This is hard to explain over e-mail so you’ll have to check it out for yourself to see what it looks like. This only effects customers using ESC Accounting.
•  Added “Today”, “Yesterday”, “This Week” and “Last Week” as options under the Period drop down in View\Edit General Journal. This only effects customers using ESC Accounting.
• Added a “Source” drop down menu on the View\Edit General Journal screen that allows you to filter by the source of the transaction. This only effects customers using ESC Accounting.
• Added alternating color rows to the Account Register screen to make it easier to read. This only effects customers using ESC Accounting.
• Added an option under the MapPoint icon on the Electronic Dispatch Board that allows you to get directions for all the selected techs without needing to optimize their routes.
• Added a “Default department” field in Setup Jobs that allows the department to be automatically selected in the following screens:

            Inventory job transfer
            Journal entry – ESC Accounting
            Time sheet – ESC Accounting
            Vendor Bill – ESC Accounting
            Manual paycheck – ESC Accounting
            Purchase order
            Inventory receiving screen
            Write check – ESC Accounting
            Time entry – ESC Accounting
            Sales Invoicing
            Enter payments.
            Create time entries when posting dispatch time - if job is entered it also fill department.

==================
9.1.31 - 8/27/2008
==================

• Added a new option in the File | Configure Front Office Application | Options screen called Enable rich web interface in online dispatch board.  This allows you to use a version of the Front Office dispatch board that uses Microsoft Silverlight.  The main benefits of using Silverlight are the drag-and-drop ability for dispatches on the dispatch view and the fact that all the dispatches are loaded immediately. This makes the Front Office dispatch board work more like ESC and improves the speed. This box is unchecked by default so you will have to enable this manually.
• Added a new option in the Company | System Setup | Inventory screen that allows you automatically cost inventory parts that are attached to a job when receiving a purchase order.  This allows functionality that was available in Version 8.1 and previous versions however there is a big difference, all parts go through inventory first and then the Inventory Job Transfer screen is brought up to complete the actual costing.  This is important because it allows for accurate inventory and receiving reports for part tracking and cost management, something that was not available in Version 8.1 and previous.

==================
9.1.29 - 8/26/2008
==================

• Converted the Inventory Entry screen to use the new record sets.  No functionality changes made however we did fix an issue with the Adjust Inventory screen by doing the conversion.
• Fixed an issue when importing mobile invoices where credit card payments made in the field were not sending the expiration date properly.  This issue was also occurring in mobile, which was causing the Merchant Services integration to not work properly.
• Fixed an issue where an FSERROR would occur if a large print job was sent to the printer when using the Report Generation module.
• Extended the database character length for lot numbers to 20 characters.
• Added a “Pay Week Start” field to the System Setup | Company Information screen.  This field is used to calculate the date range when using the “Post Time to Payroll” module.
• Moved the location of Inventory Setup (previously under the Inventory menu) to System Setup | Inventory.
• Made a change to the Setup Users screen where options for Front Office and Mobile will only appear if they are licensed for it.
• When progressive billing an AR invoice, an item should now appear in the “Items to cost” list if it is an inventory item or it has cost.  In prior versions we were not displaying the parts if they had zero cost.

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9.1.26 - 8/7/2008
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Installation Notes:

If you’re running 9.00.00 – 9.01.31 you’ll need to uninstall ESC via Add\Remove Programs in Windows and do the full installation.
If you’re running 9.01.32 or higher you’ll need to simply apply the patch on each machine.

• Converted the Inventory Entry screen to use the new record sets.  No functionality changes made however we did fix an issue with the Adjust Inventory screen by doing the conversion.
• Separated the Inventory Adjustment screen into two different screens.  There is now the Adjust Inventory screen and Warehouse Transfer screen under the Inventory menu.  There are a few bugs in these screens that have not been fixed by the programmers so you may not want to use them until the next patch is released, next Thursday is the estimated release date for the next patch.
• Rewrote both new screens in .NET.
• Added a new feature in the Activities menu in the Adjust Inventory screen called “Import Mobile Inventory Counts”.  This allows users to import adjustments that were done on the mobile clients in Version 9.1.
• Added a new feature in the Activities menu in the Adjust Inventory screen called “Scan Inventory Items” which allows you to scan barcodes for inventory items and have them populate in the screen.  This feature is also available in the Warehouse Transfer screen.
• Fixed an issue where if you tried to drill down into a piece of attached equipment on a service agreement that didn’t have a warranty date you would get an FSERROR.
• Added an employee matching\adding screen to the end of the QuickBooks\Peachtree Connection Wizard.
• Added a new option under the Dispatch menu called “Post Time to Payroll” if QuickBooks or Peachtree integration is enabled.  This allows you to post the dispatch times over to the accounting system’s payroll module.  Eric and Steve have the documentation I created on how to set this up and how it works.
• Added the option to sort by sales person, department and customer (detail and summary version) to the Sales Invoice List Report. 

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9.1.22 - 7/15/2008
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• Added the ability to choose an “Accounts Receivable” account type when making a deposit from within the Account Register.
• Fixed an issue with the Deposit Report not calculating correctly when multiple invoices were paid off by a single check.  This was actually an issue with the Make Deposit screen not saving the entries correctly so if any come up incorrectly then you’ll need to void it from the register and remake the deposit.
• Added an automatic update utility into ESC.  After the new update is applied, if you log into ESC and it shows that an update is available you can click on the link and it will shut down ESC automatically, download the new patch automatically, apply the patch automatically and then automatically re-launch ESC.  You will still need to do this on each machine and log in as the ADMIN user to convert the database.  We’re making some tweaks to the appearance and usability however any and all feedback is welcome.
• Fixed an issue where if you typed something into the “Note” field in Enter Employees | Raises and then hit Enter, it would give an error.
• Made a tweak to the Aging Report where if you filter the report by department, it does not show finance charges.

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9.1.21 - 7/7/2008
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• Added breakdowns of regular, overtime, sick pay, vacation and grand total on the Time Sheet screen.
• Fixed an issue where deposits that were made after applying the 9.1.19 patch were not showing up properly in the Deposit Report.
• Added an option under Company | Accounting Utilities called “Back load Payroll” where you can enter in historical payroll information without effecting the ledger but have it still show on the payroll reports.
• Fixed an issue where the Vendor Transaction History report’s total balance was not calculating properly.
• Added a total section on the payroll preliminary that shows all the tax/deduction liability breakdowns with company, employee, and total.
• Fixed an issue where sick time and vacation time weren’t being calculated into the Workman’s Comp Report.
• Fixed an issue on the Job Report where material costs could show up with double cost.
• Added a Department field in the additions\deductions section when making a payroll check as well as added the field to the Time Sheet screen on the bottom.
• Added a Department field to the Enter Employees | Payroll tab that allows you to put in the default departments for taxes and additions\deductions.  When a check is generated for that employee, that department will automatically be selected as the default for their taxes and additions\deductions.
• SUTA and FUTA figures should now be accurate in reports. 
• Fixed an issue with the Workman’s Comp report not totally correctly.
• Added a contract counter to the bottom of the Contract Value Report – Monthly (under the Agreements | Reports pull down) so you can see how many contracts are in the list.

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9.1.19 - 6/23/2008
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1. Made a change to the Labor Report (Company | Reports | Job Reports | Labor Report) so that it now has multiple jobs on one page.  Previously it was only showing one job per page.
2. Fixed an issue with the Inventory Transaction Report where the “Reason” verbiage wasn’t displaying in full.
3. Each payroll related screen and report in ESC Accounting now sorts the employees by last name, first name.  The exception to this is the Enter Employees screen which is still first name + last name.
4. The Accounts Receivable Transaction report is now sorted by Due Date.
5. Fixed an issue with the payment amount in the Vendor Transaction History report was not calculating correctly.
6. Made some tweaks with payments and undeposited funds.
7. Added an area on the bottom of the Time Sheet screen where you can add any addition\deduction in ESC to a time sheet and have it post to the check when you process payroll. 
8. Made a change where if a bill is marked as “Not Received” then it will not be selected when you use the “Quick select bills to pay” feature in Pay Bills.
9. Bills that are quick selected now go to top of list in Pay Bills screen so you can easily see which bills are being paid.
10. Fixed a bug where Material Markup, Other Markup, Equipment Markup and Contract Markup billing types were missing from the Enter Billing Codes screen.

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9.1.17 - 6/16/2008
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• Added a security option in the Banking module for “Open Payroll Check”.  This security feature is implemented everywhere in the ESC Accounting software where you can drill down into a field to open a payroll check.  This security option is not enabled by default so you’ll have to manually allow permission to this feature for each user.  ADMIN is the only user that has permission to this feature by default.
• We are now clearing the “Pay bills due on or before” field in the Vendors | Pay Bills | Quick select bills to pay screen by default.
• Fixed an issue with the “Date of transaction filter” on the Inventory Transaction Report.
• Added a total of the company and employee liabilities to the right side of the screen so you could run a report to see the total 401k, FICA, withholding, etc on a single report.
• Added Select all and Deselect all buttons to the Print Payroll Check Stubs screen.
• The Time Entry report can now be sorted by date or the wage item.
• The Time Entry report can now be filtered by the wage type to show only items that are regular, overtime, sick, or vacation.
• Fixed an issue where if you clicked the “Deselect all” button in the Make Deposits screen, it was not setting the deposit amount to $0.00.

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9.1.15 - 6/9/2008
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• Added a “Department” field when creating a deposit from the Account Register. – ESC Accounting only
• Added company totals for tax and additions\deductions to the payroll preliminary. – ESC Accounting only
• Added a new option in the Employee drop down called “Print Payroll Check Stubs” which allows you to print an employee’s check after the payroll check has been processed.  This option is mainly used for printing out stubs for employees that do direct deposit. – ESC Accounting only
• Added a new option in File | Print Options | Forms called “Payroll Check Stub” that allows you to design the layout of the check stub that prints out when using the Print Payroll Check Stubs feature.  – ESC Accounting only
• Added a printer selection drop down box when processing payroll checks. – ESC Accounting only
• Made a change so that the Parts Required report (Agreements | Reports) now sorts by customer and location.
• Added support for proxy users.  This new option is under the Company | System Setup | Proxy menu.  This setting is entered into the company CFG file so it’ll need to be entered on each machine.
• Added a “Sales person” filter to the Job Report, Job Profit and Loss Detail and Job Profit and Loss Summary reports.
• Fixed the duplicated Mfg reference on the Equipment Report.
• Fixed an importing issue that would occur when importing vendors from Peachtree or QuickBooks.
• Rewrote the “Add Chart of Accounts to QuickBooks” and Memorized Templates (service agreements) screens to .NET.
• Increased the maximum length of job names to 40 characters.
• Fixed an issue where if you entered a payment in Enter Payments, saved, entered a 2nd payment but skipped the Payment Method field you’d get the error “No Checking Account Number Is Set – Cannot Save Payments” when saving the 2nd payment.
• Fixed an issue where if you had a zero value in the “Net due before the __th day of the month” field or the “Due the next month if issued within __ days of due date” when setting up terms you’d get an error when saving a PO.
• Changed the server query location where the payroll tax tables reside on.  This will fix any tax table query issues.
• Made a change to allow quicker indexing when looking up job names.
• Fixed a calculation issue on the Income Statement 2 and 5 year comparison reports.