Enabling the New Features in Version 11

Overview

For your protection, whenever we release a new version of ESC we automatically disable access to new screens and reports for all users. The only exception to this rule is the Admin account which always has full access to everything. Please logon to the Admin account and look over the changes to the software.

Once you have had a chance to asses the changes, you can decide which users should have access to them. You can then enable those features on a user by user basis by going to the Company | Setup Users screen.

The following functionality security options have been added in Version 11. Recall the user you want to work with and place a checkmark in the following boxes to give them access to these new features.

New Sales Screens

Sales | Screens | Enter Credit Memos

Sales | Screens | Edit Credit Memos

Sales | Screens | Delete Credit Memos

Sales | Screens | Enter Quotes

Sales | Screens | Edit Quotes

Sales | Screens | Delete Quotes

Mark Dispatches as Billable

Dispatch | Utilities | Enter Dispatch Types

Create Recurring Credit Card Payments

Company | Screens | Enter Journal Transactions

Company | Screens | Memorize Charge Transactions

Company | Screens | Post Charge Transactions

Cash Flow Report

Company | Reports | Cash Flow Report

Post On-The-Fly Dispatches

Service Agreements | Utilities | Post On-The-Fly Dispatches

Important Note: The remaining new features simply modify existing screens so no new access is required for them.

If you are upgrading from Version 9.1 or older be sure to click the Related Topics button below to see the other Enabling New Features help topics for each version in between. This will be necessary to activate the new features.