2009
Latitude Business Edition - LatiWeb + Exchange Link 9009.0801
11 Nov 2009 Improved Latitude web client
  Browser based client for Latitude Business Edition. Enables staff to securely enter timesheets and search for client and project information
from any internet connected computer using browsers such as Internet Explorer
  Link to Microsoft Exchange that enables Latitude Business Edition to maintain the master list of all your clients and contacts while sharing
them with your Exchange users
Latitude Business Edition - 9009.0801
11 Nov2009 Look and Feel
    Latitude has been given a new look, with a new colour scheme and label layout
  Email Attachments for Microsoft Outlook
    If you are using Microsoft Outlook, you can now add attachments to your emails when you create them in Latitude
  Multiple File Attachments for Register Items
    It is now possible to attach multiple files to a Register Item, this makes it easy to reference related documents, plans, or photos
    If you are using Outlook and decide to EMAIL the Item, the files will automatically be attached to the email generated
  Non Chargeable Billing Types
    Billing Types can now be flagged as Non-Chargeable. When a Job has a non-chargeable billing type assigned, only non-chargeable work
    types are allowed in timesheets entered against the job
  Lock Timesheets and Disbursements
    Timesheets and Disbursements are now locked if they have been allocated to an Invoice. The locking ensures that what has been
invoiced against cannot be changed accidentally. If a change is required then the Timesheet or Disbursement must first be unallocated
from the invoice
  Invoice Enhancements
    Two new buttons have been added to the Invoice screen. "Fill from Quote" and "Fill from Task Quote". With a click of a button, you can
    now create invoice lines using the Quote and/or the "Show on Quote" flagged Tasks details of a Job. The default "Tax Type" is used
    to calculate the tax amount for each Line generated
  Invoice Print Options
    The ability to include or exclude a Job Description, Reference, Client Reference and Site Address, as well as the Credit Terms from an 
Invoice. These flags have been added to the "Produce Invoice" screen. If you decide to exclude any of these, the associated label/s 
are also removed from the Invoice
  Job Selection Sorting
    You can now set the order in which jobs will appear in the Jobs screen. In Latitude Setup you can select which field on the Job screen is
to be used to sort the Jobs in both the navigation and the drop-down list
  New Logoff Button
    You can now log in as a new user without quitting Latitude using the "Logoff" button on the main menu
  Extra fkeys with Job Generator & Branch Prefix
    Job Name can now be entered in a fkey dialog. You can optionally get the system to create the job folder for you, using the default
    folder path, the job number, and the job name (fkeyJobFolder)
    Use one character Branch prefix (fkeyBranchNNNN)
  New Reports
    Employees Monthly Work Summary (Report #311) - see Reports -> Employee/Equipment
    Shows per day the hours each employee has worked for the selected month and year
    Project Work Hours Summary (Report #314) - see Reports -> Job/Project
    Shows per Job the total hours worked per employee in the date range selected
    Project Time/Cost Breakdown (Report #315) - see Reports -> Job/Project
    A report broken down by Job, work type, and employee, which shows all hours, charges and cost amounts for the Project to Date, as well as the charge hours and amounts for a nominated selected period
  Improved Reports
    Receipts & Payments between two dates Detailed by Reference (Report #53) - see Reports --> Financial
    Change first column to display invoice reference when Income group
    Client Transactions (Report #59) - see Reports -> Financial
    Display receipt date's year to 4-digit
    Job Completion Summary (Report #175) - see Reports -> Job / Project
    Added ex tax amt
    ABA Special Report (Report #313) - see Reports -> Timesheets
    Timesheet summary grouped by ABA (timesheet description left code), with hours for several work types
    Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project
    Shows job profit or loss for all job(s) with WIP vs Invoicing Analysis
    Tasks Gantt chart (Report #94) - see Reports -> Job Task
    A Gantt chart of Job Task Notes for selected or for all Jobs and Employees tasks between 2 dates
    Tasks Gantt chart (A3) (Report #185) - see Reports -> Job Task
    Wide Gantt chart of Job Task Notes for selected or for all Jobs, Job Captains and Employees tasks between 2 dates
    Task Gantt Chart (A3) 13wks (Report #325) - see Reports -> Job Task
    A Gantt chart showing Tasks scheduled over a 13 week period from a nominated Start Date
  Accounting Link to Simply Accounting
    Export Clients to Simply Accounting 2009
    Export Clients to Simply Accounting 2007
    Import Customers from Simply Accounting 2009
    Import Customers from Simply Accounting 2007
  Various bug fixes
Latitude Professional Edition - 9009.0801 / 8009.0801
11 Nov2009 Look and Feel
    Latitude has been given a new look, with a new colour scheme and label layout
  Email Attachments for Microsoft Outlook
    If you are using Microsoft Outlook, you can now add attachments to your emails when you create them in Latitude
  Multiple File Attachments for Register Items
    It is now possible to attach multiple files to a Register Item, this makes it easy to reference related documents, plans, or photos
    If you are using Outlook and decide to EMAIL the Item, the files will automatically be attached to the email generated
  Non Chargeable Billing Types
    Billing Types can now be flagged as Non-Chargeable. When a Job has a non-chargeable billing type assigned, only non-chargeable work
    types are allowed in timesheets entered against the job
  Lock Timesheets and Disbursements
    Timesheets and Disbursements are now locked if they have been allocated to an Invoice. The locking ensures that what has been
invoiced against cannot be changed accidentally. If a change is required then the Timesheet or Disbursement must first be unallocated
from the invoice
  Invoice Enhancements
    Two new buttons have been added to the Invoice screen. "Fill from Quote" and "Fill from Task Quote". With a click of a button, you can
    now create invoice lines using the Quote and/or the "Show on Quote" flagged Tasks details of a Job. The default "Tax Type" is used
    to calculate the tax amount for each Line generated
  Invoice Print Options
    The ability to include or exclude a Job Description, Reference, Client Reference and Site Address, as well as the Credit Terms from an 
Invoice. These flags have been added to the "Produce Invoice" screen. If you decide to exclude any of these, the associated label/s 
are also removed from the Invoice
  Job Selection Sorting
    You can now set the order in which jobs will appear in the Jobs screen. In Latitude Setup you can select which field on the Job screen is
to be used to sort the Jobs in both the navigation and the drop-down list
    Optional Audit Trailing of Timesheets
    You can now turn Audit Trailing for Timesheets off/on in Latitude Setup. You will then be able to track and review all changes made to 
the timesheets, including the deleting of timesheets. Note, Latitude Business Edition already audit trails timesheets
  New Logoff Button
    You can now log in as a new user without quitting Latitude using the "Logoff" button on the main menu
  Extra fkeys with Job Generator & Branch Prefix
    Job Name can now be entered in a fkey dialog. You can optionally get the system to create the job folder for you, using the default
    folder path, the job number, and the job name (fkeyJobFolder)
    Use one character Branch prefix (fkeyBranchNNNN)
  New Reports
    Employees Monthly Work Summary (Report #311) - see Reports -> Employee/Equipment
    Shows per day the hours each employee has worked for the selected month and year
    Project Work Hours Summary (Report #314) - see Reports -> Job/Project
    Shows per Job the total hours worked per employee in the date range selected
    Project Time/Cost Breakdown (Report #315) - see Reports -> Job/Project
    A report broken down by Job, work type, and employee, which shows all hours, charges and cost amounts for the Project to Date, as
    well as the charge hours and amounts for a nominated selected period
  Improved Reports
    Receipts & Payments between two dates Detailed by Reference (Report #53) - see Reports -> Financial
    Change first column to display invoice reference when Income group
    Client Transactions (Report #59) - see Reports -> Financial
    Display receipt date's year to 4-digit
    Job Completion Summary (Report #175) - see Reports -> Job / Project
    Added ex tax amt
    ABA Special Report (Report #313) - see Reports -> Timesheets
    Timesheet summary grouped by ABA (timesheet description left code), with hours for several work types
    Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project
    Shows job profit or loss for all job(s) with WIP vs Invoicing Analysis
    Tasks Gantt chart (Report #94) - see Reports -> Job Task
    A Gantt chart of Job Task Notes for selected or for all Jobs and Employees tasks between 2 dates
    Tasks Gantt chart (A3) (Report #185) - see Reports -> Job Task
    Wide Gantt chart of Job Task Notes for selected or for all Jobs, Job Captains and Employees tasks between 2 dates
    Task Gantt Chart (A3) 13wks (Report #325) - see Reports -> Job Task
    A Gantt chart showing Tasks scheduled over a 13 week period from a nominated Start Date
  Accounting Link to Simply Accounting
    Export Clients to Simply Accounting 2009
    Export Clients to Simply Accounting 2007
    Import Customers from Simply Accounting 2009
    Import Customers from Simply Accounting 2007
  Various bug fixes
Latitude Business Edition - LatiWeb + Exchange Link 9009.0304
23 Apr 2009 Improved Latitude web client
  Browser based client for Latitude Business Edition. Enables staff to securely enter timesheets and search for client and project information 
from any internet connected computer using browsers such as Internet Explorer
  Link to Microsoft Exchange that enables Latitude Business Edition to maintain the master list of all your clients and contacts while sharing 
them with your Exchange users
Latitude Business Edition - 9009.0304
23 Apr 2009 Manage Project Teams
    Link Architects, Lawyers, Surveyors, Engineers, government contacts & other professionals who are members of the project teams you
work with on jobs. See which projects you have worked on with these companies. Track who has given you referrals to new jobs
  Branch Office Jobs
    Allocate Jobs to each of your branch offices with the new Job Branch field
  Draft Invoices
    Create Draft invoices without affecting WIP
Change invoice status from Draft to Submitted when completed
  Group Notifications
    Create as many employee notification groups as you like. Each employee can belong to multiple groups. Set reminders for a group and 
everyone in the group will receive a notification on the right day
    Automatically notify groups of people about meetings, calls they need to make or jobs they need to start
  Improved Invoice
    Invoice handles mixed taxable & non-taxable line items
    Invoice line items can have different GL Codes
  Faster Invoice template
    Invoice GST Tax Invoice SQL
  Track Employee HR files & letters
    Link Word, PDF, scanned documents and other file types to Employee Notes
  Track Equipment insurance, calibration & registration documents
    Link Word, PDF, scanned documents and other file types to Equipment Notes
  New Reports
    Complete Job Summary Report Timesheet Based (Report #264) - see Report -> Job/Project
    Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project
    Invoices between two dates (by CBCode by Branch) (Report #280) - see Reports -> Financial
    Aged Accounts Receivable with end date, branch and CB code (Report #281) - see Reports -> Financial
    Project Time/Cost Summary (Report #246) - see Reports -> Job/Project
  Improved Reports
    Register List (for Date range, Client & Job) by Type or Date (Report #204) with more Selection options - see Reports -> Register
    Job Timesheet Summary (date range)(by Job) (Report #111) with more Selection options - see Reports -> Job/Project
  Accounting Link to QuickBooks
    Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2009 QBi
    Import Customers (Clients and Contacts) from QuickBooks 2009 QBi
  Various bug fixes
Latitude Professional Edition - 9009.0304 / 8009.0304
23 Apr 2009 Manage Project Teams
    Link Architects, Lawyers, Surveyors, Engineers, government contacts & other professionals who are members of the project teams you
work with on jobs. See which projects you have worked on with these companies. Track who has given you referrals to new jobs
  Improved Invoice
    Invoice handles mixed taxable & non-taxable line items
    Invoice line items can have different GL Codes
  Track Employee HR files & letters
    Link Word, PDF, scanned documents and other file types to Employee Notes
  Track Equipment insurance, calibration & registration documents
    Link Word, PDF, scanned documents and other file types to Equipment Notes
  New Reports
    Complete Job Summary Report Timesheet Based (Report #264) - see Report -> Job/Project
    Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project
    Invoices between two dates (by CBCode by Branch) (Report #280) - see Reports -> Financial
    Aged Accounts Receivable with end date, branch and CB code (Report #281) - see Reports -> Financial
    Project Time/Cost Summary (Report #246) - see Reports -> Job/Project
  Improved Reports
    Register List (for Date range, Client & Job) by Type or Date (Report #204) with more Selection options - see Reports -> Register
    Job Timesheet Summary (date range)(by Job) (Report #111) with more Selection options - see Reports -> Job/Project
  Accounting Link to QuickBooks
    Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2009 QBi
    Import Customers (Clients and Contacts) from QuickBooks 2009 QBi
  Various bug fixes

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