2010
Latitude Business Edition - 9210.0801
24 Sep 2010
  All new "Home" screen
   

Quick Search allows you to immediately jump to Projects, Business Contacts and Contacts
Find answers to your technical questions quickly by using the 'Help Me' button to search the new Latitude online manual
Automatic notice to tell you when a new version of Latitude is available. Double-click to take you to the web page detailing its new features before you download it
Use the MenuBar ribbon to access all Latitude screens
For familiar Main Menu buttons, see the Site Map
View your timesheets for today 

    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

Select and right click on text in any rich text field to format it

This allows you to:

Vary font, size, color and background color
Bold, italicize and underline words
Justify blocks of text
    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
   

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 versions of Microsoft Access
    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

    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 Business Edition - LatiWeb + Exchange Link 9010.0201
7 May 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
Latitude Business Edition - 9010.0201
7 May 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
    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
    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.
    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
Latitude Professional Edition - 9210.0801
24 Sep 2010
  All new "Home" screen 
   

Quick Search allows you to immediately jump to Projects, Business Contacts and Contacts
Find answers to your technical questions quickly by using the 'Help Me' button to search the new Latitude online manual
Automatic notice to tell you when a new version of Latitude is available. Double-click to take you to the web page detailing its new features before you download it
Use the MenuBar ribbon to access all Latitude screens
For familiar Main Menu buttons, see the Site Map
View your timesheets for today 

    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

Select and right click on text in any rich text field to format it

This allows you to:

        Vary font, size, color and background color
        Bold, italicize and underline words
Justify blocks of text
    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 versions of Microsoft Access
    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
    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
7 May 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

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