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Latitude Business Edition - 9210.0801
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| Sep 24, 2010 |
All new "Home" screen | |
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Quick Search allows you to immediately jump to Projects, Business Contacts and Contacts |
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| Rich Text Support | ||
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Improve the appearance of your quotations, invoices and statements by entering rich text into various fields such as quote text, invoice line item description and statement template messages |
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| Multi-Company - optional add-on to Latitude Business Edition licenses | ||
| Where your organization is composed of several companies or businesses, produce Invoices with different Letter Heads and Logos. For each client designate a default company for dealing with them. On your Invoices specify the company the invoice is being issued by | ||
| Drag & Drop | ||
| Drag files from Windows Explorer and drop them into the Register. If you are in an existing register item the file will be added to the list of attached files. If no register item is open then Latitude will create a new register item of the default register type | ||
| Email Integration | ||
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Create Transmittal emails with multiple attachments in the Register |
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| Output PDF Reports | ||
| Easily distribute and/or store reports as PDF documents, including Quotes, Invoices and Statements, without needing third-party PDF software | ||
| Invoicing & Billing | ||
| Invoice a third party by setting a Job Team Contact as the Job Billing Contact New Canadian HST rate of 12% Increased New Zealand GST rate to 15% Include Job Description when using the "Complex Multi-line" template New invoice template "GST Tax Invoice 2010.08". It contains special fonts Myriad Pro and HandelGotD |
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| Faster Job Mapping | ||
| All Jobs on a map display job number, job type, expected end date & client More accurate map of surrounding jobs New report to identify jobs with missing, incomplete, or out-of-range co- ordinates: Map Link Sites with Missing, Incomplete or Out-of-Range Coordinates (Report#350) - see Reports -> Jobs/Projects |
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| Land/Legal Description Search | ||
| Find Land/Legal Descriptions not linked to any job or linked to a specific job, or linked to any job | ||
| Remote Authorization | ||
| Authorize Latitude using Remote Desktop after an installation or upgrade. If your software is maintained by a third party, they can authorize Latitude without needing to come to your office or have you do it | ||
| Runtime Custom Database | ||
| Use the Custom Database with the latest runtime version | ||
| Screen Design | ||
| Sharper and cleaner screens, with a new easy on the eyes color scheme | ||
| Phone Messages | ||
| See more Phone Message detail in linked Register message items | ||
| Updated Reports | ||
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Job User Field Date Summary (Report #332) - see Reports -> Job / Project |
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| Accounting Link to Simply Accounting | ||
| Export Clients and Invoices to Simply Accounting 2011 Import Customers from Simply Accounting 2011 Export Clients and Invoices to Simply Accounting versions 2005-2010 Import Customers from Simply Accounting versions 2005-2010 |
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| Various bug fixes | ||
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Latitude Business Edition - LatiWeb + Exchange Link 9010.0201
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| May 7, 2010 | 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 |
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Latitude Business Edition - 9010.0201
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| May 7, 2010 | Map Nearby Jobs | |
| Quickly find all work you have ever done in the area surrounding a new job by viewing a map of all nearby jobs showing job number, type, date & client. Automatically load the Latitude and Longitude of all your existing jobs to start using this feature today | ||
| Multiple Quotes per Job | ||
| Create multiple Quotations per job and flag as many as you like current, so you can keep track of the total of all variations to the original quote accepted by your customer. Each quote can have multiple lines. Each detail line can be linked to a task | ||
| Job/Project Site Legal Description | ||
| Create Legal/Land Descriptions consisting of up to 15 separate elements to identify a parcel of land. Works with almost any land survey system including PLSS, DLS and ATS. User defined Legal Description Types determine what elements are required and in which order they are to be entered and displayed A Job can be linked to as many Legal Description as required Legal descriptions can be created independently of jobs A search for Legal Descriptions can return either the List of matching Legal Descriptions or the Jobs they are linked to |
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| New Job/Project Site tab | ||
| Contains Site Address entry fields previously on the General tab which now has a view of the address Site Latitude & Longitude and map link buttons Legal Descriptions linked to the job |
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| Updated Job/Project Tasks | ||
| Task screen now displays Job Number, Name and Type in the header to identify which job the Tasks belong to. The Job Folder has also been added to the Task screen, enabling you to quickly see any associated project documents New CBcode filter to display all tasks for a single Core Business (CB) |
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| Link Project Teams | ||
| Navigate to all Jobs any contact or company has worked on. Use to track which project team any engineer, surveyor, lawyer, builder, architect or developer has been involved with. See new Team Job tabs in the Business Contact and Contact screens | ||
| Refined Invoicing | ||
| Use the Fill From Quote button to select which active quote to generate Invoice Lines from Double-click Job Number to navigate to the Job Select new Job Description, Invoice Terms, Client Reference and Job Reference options to control the look of your printed Invoices |
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| Receipt screen | ||
| New Client and Job Columns in the Invoice List tab, better aid identifying invoices | ||
| New Setup options | ||
| Hide Inactive Jobs - This option will remove Jobs in the Job Number dropdown of the Job Screen whose Job Status has is flagged as Inactive Show Task Group tab - This option controls whether the Task Group tab is shown in the Job Screen Minimum Number of Jobs to display in Map - Limits the number of jobs included in the Map of nearby Jobs Load Latitude & Longitude from Google button - Click to automatically load Latitude and Longitude of all your jobs with a Site Address. This function is limited by Google to processing 2,250 jobs per 24 hours. If you have more jobs, load another batch the next day |
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| Extra Audit Trail log | ||
| Latitude now logs a User's login and logout times in the new audit trail UserLog item | ||
| Draft Invoice | ||
| Added validation check to prevent draft invoices from being deleted if timesheets have been allocated to them | ||
| Archiving | ||
| This feature has been disabled as in a world of computers with gigabytes of memory and terabytes of storage it no longer noticeably improves performance | ||
| Job/Project Search | ||
| Faster Job/Project screen CTRL+F search function | ||
| Improved Job/Project Packet Sheet | ||
| Added list of Job/Project team contacts | ||
| New Reports | ||
| Job User Field Date Summary (Report #332) - see Reports --> Job / Project Report lists the Client, Job, Job Captain, sub-Job Captain, Job status and selected User Date fields within a selected User Date Field date range. |
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| Accounting Link to MYOB | ||
| Export Clients, Invoices and Receipts (Client Payments) for Accrual Accounting to MYOB version 19 / Premier 19 Export Timesheets for use with MYOB Payroll to MYOB version 19 / Premier 19 Import MYOB cards (Business Contacts and Contacts) from MYOB version 19 / Premier 19 |
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| Accounting Link to QuickBooks | ||
| Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2010 QBi Import Customers (Clients and Contacts) from QuickBooks 2010 QBi Removed default "Imported from Latitude Software" message in the QuickBooks receipts memo |
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| Various bug fixes | ||
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Latitude Professional Edition - 9210.0801
|
||
| Sep 24, 2010 |
All new "Home" screen | |
|
Quick Search allows you to immediately jump to Projects, Business Contacts and Contacts |
||
| Rich Text Support | ||
|
Improve the appearance of your quotations, invoices and statements by entering rich text into various fields such as quote text, invoice line item description and statement template messages |
||
| Drag & Drop | ||
| Drag files from Windows Explorer and drop them into the Register. If you are in an existing register item the file will be added to the list of attached files. If no register item is open then Latitude will create a new register item of the default register type | ||
| Email Integration | ||
| Create Transmittal emails with multiple attachments in the Register Create and send emails with multiple files attached automatically using Microsoft Outlook. Requires Microsoft Outlook 2003, 2007 or 2010 |
||
| Output PDF Reports | ||
| Easily distribute and/or store reports as PDF documents, including Quotes, Invoices and Statements, without needing third-party PDF software | ||
| Invoicing & Billing | ||
| Invoice a third party by setting a Job Team Contact as the Job Billing Contact New Canadian HST rate of 12% Increased New Zealand GST rate to 15% Include Job Description when using the "Complex Multi-line" template New invoice template "GST Tax Invoice 2010.08". It contains special fonts Myriad Pro and HandelGotD |
||
| Faster Job Mapping | ||
| All Jobs on a map display job number, job type, expected end date & client More accurate map of surrounding jobs New report to identify jobs with missing, incomplete, or out-of-range co- ordinates: Map Link Sites with Missing, Incomplete or Out-of-Range Coordinates (Report#350) - see Reports -> Jobs/Projects |
||
| Land/Legal Description Search | ||
| Find Land/Legal Descriptions not linked to any job or linked to a specific job, or linked to any job | ||
| Remote Authorization | ||
| Authorize Latitude using Remote Desktop after an installation or upgrade. If your software is maintained by a third party, they can authorize Latitude without needing to come to your office or have you do it | ||
| Runtime Custom Database | ||
| Use the Custom Database with the latest runtime version | ||
| Screen Design | ||
| Sharper and cleaner screens, with a new easy on the eyes color scheme | ||
| Phone Messages | ||
| See more Phone Message detail in linked Register message items | ||
| Updated Reports | ||
| Job User Field Date Summary (Report #332) - see Reports -> Job / Project This report now lists the Client, Job, Job Captain, sub-Job Captain, Job status, MTD Cost, Invoice-Timesheet Cost and selected User Date fields within a selected User Date Field, Accounting Period and Life to Date Work Types (for Date range, Job & Work Type)(by Work Type, Job & Date) (Report #148) - see Reports -> Timesheets This report now shows the timesheets for a selected date range, job(s) and work type(s) with totals by work type and job. It can be summarized Job Work Value WIP Report with Time Cost by Job Captain for a Date Range (Report #351) - see Reports -> Job / Project This report shows timesheet cost, extension, invoice amount (ex tax), invoice minus timesheet extension & WIP by job Job Work in Progress by Job Captain or Sub Captain (Report #107) - see Reports -> Job / Project This report now shows Work in Progress by Job Captain or Sub Captain. If 'Cut-off Date' is enabled, this report only includes timesheets entered prior to the cut-off date |
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| Accounting Link to Simply Accounting | ||
| Export Clients and Invoices to Simply Accounting 2011 Import Customers from Simply Accounting 2011 Export Clients and Invoices to Simply Accounting versions 2005-2010 Import Customers from Simply Accounting versions 2005-2010 |
||
| Various bug fixes | ||
|
Latitude Professional Edition - 9010.0201
|
||
| May 7, 2010 | Map Nearby Jobs | |
| Quickly find all work you have ever done in the area surrounding a new job by viewing a map of all nearby jobs showing job number, type, date & client. Automatically load the Latitude and Longitude of all your existing jobs to start using this feature today | ||
| Job/Project Site Legal Description | ||
| Create Legal/Land Descriptions consisting of up to 15 separate elements to identify a parcel of land. Works with almost any land survey system including PLSS, DLS and ATS. User defined Legal Description Types determine what elements are required and in which order they are to be entered and displayed A Job can be linked to as many Legal Description as required Legal descriptions can be created independently of jobs A search for Legal Descriptions can return either the List of matching Legal Descriptions or the Jobs they are linked to |
||
| New Job/Project Site tab | ||
| Contains Site Address entry fields previously on the General tab which now has a view of the address Site Latitude & Longitude and map link buttons Legal Descriptions linked to the job |
||
| Updated Job/Project Tasks | ||
| Task screen now displays Job Number, Name and Type in the header to identify which job the Tasks belong to. The Job Folder has also been added to the Task screen, enabling you to quickly see any associated project documents New CBcode filter to display all tasks for a single Core Business (CB) |
||
| Link Project Teams | ||
| Navigate to all Jobs any contact or company has worked on. Use to track which project team any engineer, surveyor, lawyer, builder, architect or developer has been involved with. See new Team Job tabs in the Business Contact and Contact screens | ||
| Refined Invoicing | ||
| Use the Fill From Quote button to select which active quote to generate Invoice Lines from Double-click Job Number to navigate to the Job Select new Job Description, Invoice Terms, Client Reference and Job Reference options to control the look of your printed Invoices |
||
| Receipt screen | ||
| New Client and Job Columns in the Invoice List tab, better aid identifying invoices | ||
| New Setup options | ||
| Hide Inactive Jobs - This option will remove Jobs in the Job Number dropdown of the Job Screen whose Job Status has is flagged as Inactive Show Task Group tab - This option controls whether the Task Group tab is shown in the Job Screen Minimum Number of Jobs to display in Map - Limits the number of jobs included in the Map of nearby Jobs Load Latitude & Longitude from Google button - Click to automatically load Latitude and Longitude of all your jobs with a Site Address. This function is limited by Google to processing 2,250 jobs per 24 hours. If you have more jobs, load another batch the next day |
||
| Extra Audit Trail log | ||
| Latitude now logs a User's login and logout times in the new audit trail UserLog item | ||
| Archiving | ||
| This feature has been disabled as in a world of computers with gigabytes of memory and terabytes of storage it no longer noticeably improves performance | ||
| Job/Project Search | ||
| Faster Job/Project screen CTRL+F search function | ||
| Improved Job/Project Packet Sheet | ||
| Added list of Job/Project team contacts | ||
| New Reports | ||
| Job User Field Date Summary (Report #332) - see Reports --> Job / Project Report lists the Client, Job, Job Captain, sub-Job Captain, Job status and selected User Date fields within a selected User Date Field date range. |
||
| Accounting Link to MYOB | ||
| Export Clients, Invoices and Receipts (Client Payments) for Accrual Accounting to MYOB version 19 / Premier 19 Export Timesheets for use with MYOB Payroll to MYOB version 19 / Premier 19 Import MYOB cards (Business Contacts and Contacts) from MYOB version 19 / Premier 19 |
||
| Accounting Link to QuickBooks | ||
| Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2010 QBi Import Customers (Clients and Contacts) from QuickBooks 2010 QBi Removed default "Imported from Latitude Software" message in the QuickBooks receipts memo |
||
| Various bug fixes | ||