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Latitude Business Edition - 9211.0601
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| Oct 5, 2011 |
Improved Task Management | |
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New task screen that displays tasks in a hierarchy of up to 3 levels Breakdown tasks into subtasks and sub-subtasks Set tasks as summary/calculated parent tasks Indent tasks right or left to group them under parent tasks or move them out from under a parent task using a popup context menu Move tasks or groups of tasks up and down to change their order Set parent tasks to automatically equal the sum of subtask estimated hours, cost and charge amounts Auto update task actual hours as timesheets are saved Option to batch update in all tasks from the actual timesheets hours Task Detail screen lists all time entries Use task status to control timesheet entry and set task percent complete to 100% Improved selection of tasks to include in quotes using filtered lists of tasks Work Order sheet in the Job / Project screen to print details of a job above a full list of its tasks Task sheet in the Task Item screen to print details of a task and lists of its time and register items Option to assign a Resource Type rather than an employee to a task Streamlined Task creation and use Enhanced task, quote and invoice description lookups to auto-fill more predefined information such as resource type, work quantity and rates Task based limits to timesheet entry Unrestricted - timesheets do not require a task Task Timesheets Only - all timesheets on a job must have a task Employee Assigned Tasks Only - timesheets can only be entered by the employee assigned to a task |
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| LatiReporter | ||
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Allows you to develop your own queries and reports from Latitude Requires a full version of Microsoft Access 2007/2010 for report development, but a runtime version is sufficient to run reports Replaces the older Custom Database |
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| Progress Claim Invoice | ||
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Periodically invoice work on a percent complete basis using tasks Enter each invoice as a claim based on work done on various tasks. Latitude calculates the invoice amounts and totals the amounts claimed on earlier invoices on the job |
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| Crew Rate Invoices | ||
| Bill a specific rate for a group of staff, such as a field crew, while retaining full details of the costs of each person and what work they did | ||
| Invoice Consolidated Resource Time & Disbursements |
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Create invoice line items for all timesheets allocated to an invoice by Work Type - Total of the billable timesheets grouped by work type name Create invoice line items for all timesheets allocated to an invoice by Crew - Total of the timesheets by grouped Crew/Team Create invoice line items for all disbursements allocated to an invoice by Work Type - Total of the billable disbursements grouped by work type name |
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| Streamlined Timesheet Entry | ||
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Auto fill timesheet work description based on either task or work type description Set default work type to be used in timesheets for each Project Set default work type to be used in timesheets for each Employee (used if no Project default work type is set) |
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| Register Quick Filter | ||
| Filter Register items from the Latitude main home screen. Allows you to immediately view all Register entries of a single type | ||
| Map Link | ||
| Option to load the latitude and longitude of jobs with incomplete site addresses | ||
| New Reports | ||
| Invoice's Productivity with Job detail (NonAllocated) (Report #398) - see Reports -> Productivity This report shows the productivity of each invoice with job detail where you have not manually allocated productivity Job Work Value Report by Job Captain for a Date Range (Period and Life-to-Date) (Report #395) - see Reports -> Job / Project This report compares job cost and invoice amounts for a given period and for the whole life of the job to date Tasks by Client, Job, Employee, Date & Work Type (Report #297) - see Reports -> Job Task This report lists Tasks by Client, Job, Employee, Start Date, Expected End Date, Work Type and Completion percentage Job Transaction Summary (Report #394) - see Reports -> Job/Project This report shows a Job summary. It includes all the cost related transaction details for a job |
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| Updated Reports | ||
| Modified Timesheets (for date range & job) (by Job, Date, Emp) (Report #152) - see Reports -> Timesheets New "Show Employee Total" option to display summary of hours and charge for each employee |
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| Easy access to Accounting Links | ||
| Give a brief code name to your most frequently used Accounting Links for easier and faster access | ||
| Accounting Link to QuickBooks | ||
| Export Payroll Timesheets to QuickBooks 2011 Export Payroll Timesheets to QuickBooks 2010 |
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| Various bug fixes | ||
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Latitude Business Edition - 9211.0101
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| Outlook Integration | ||
| Drag important emails from Outlook and drop them into the Latitude Register and have them automatically saved into your Job Folders. Drop onto either the Register Item list and the Register Memo field. Requires Microsoft Outlook 2003, 2007 or 2010 Optionally store Email text in the Register for efficient searching |
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| Generate Project Documents using Word Templates | ||
| Produce and register project documents automatically filled with selected client and project fields from Latitude using Word Templates of your own design. Requires Microsoft Word 2007 or 2010 | ||
| Customize Quote Templates | ||
| Produce Quotes using Quote templates of your own design created in Microsoft Word. Requires Microsoft Word 2007 or 2010 | ||
| Customize Job Packet Sheets |
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| Generate Job Packet Sheets using Word templates of your own design. Requires Microsoft Word 2007 or 2010 | ||
| Invoicing & Billing | ||
| Simplified generation of Invoices using Invoice Templates of your own design created in Microsoft Word. Requires Microsoft Word 2007 or 2010 Timesheets allocated to an Invoice, now sort to the top and appear even where they do not meet the filter criteria. This avoids accidently hiding timesheets that you have already allocated |
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| Updated Multi-Company - optional add-on to Latitude Business Edition licenses | ||
| Issue Statements by your departments or divisions Report on Clients, Jobs & Employees by Department, Division or Company, see "Added Branch / Company to Reports" list below |
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| Resizable Screens | ||
| Resizable Client, Contact, Project, Register & Employee screens automatically expand to fit larger monitors | ||
| New Job Creation based on Template Jobs - fkeyJobFromTemplate | ||
| New fkeyJobFromTemplate that speeds up generation of a Job with predefined details based on a Template Job Creates Job Id and Job Folder and then sets Job Details, Quotes, Register Items & Invoices copied from a master Template Job Select the Template Job to use by choosing the appropriate Job Type in the fkey Create a 'template' Job and nominate it as a Template Job via Job Type and enter default Register, Quote and Invoice items in it |
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| New Automatic Job Number Generator - fkeyJobNumber4 | ||
| Generates Job Numbers with independent counters for each prefix eg. where you use the prefix 'C' for Civil, 'E' for Electrical & 'S' for Survey jobs, your E Series jobs can have a separate next counter value to your S Series jobs. eg. your next jobs could be C1001, E321 & S667 each based on independent counters | ||
| New Automatic Job Id, Job Folder Generator - fkeyFolderStructure | ||
| New fkeyFolderStructure that creates Job folders with names consisting of the Job Number and a short Job Name while automatically grouping them by 'hundred' eg. job folder "..\8100\8123 my project name\" where Job Number is 8123, 'hundred' group is 8100 and Job Name is "my project name". Works for Job Numbers starting at 1000 | ||
| Improved Job Mapping | ||
| Option to show only the current Job info on map Option to set the maximum radius to search for jobs when generating a job map |
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| Faster Task creation | ||
| Select or enter Task Description only and have QNote text automatically filled | ||
| New Zoom and Edit Screen | ||
| Zoom view any text by using Shift-F2 to open the new large Zoom screen | ||
| Expanded Rich Text Support | ||
| Improve the appearance of your task based quotations and invoices by entering rich text into task description and QNote fields | ||
| Categorize Clients Contacts by Market Type and Status | ||
| Set the marketing relationship type of each contact Move old contacts to the bottom of your contact list by flagging them as non-current |
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| New Audit Trail Deletion Limit | ||
| Delete audit trail items older than a set date | ||
| Overtime Claim | ||
| Nominate overtime hours worked in each Timesheet item | ||
| Report Page Setup | ||
| Customize report setting eg. paper size, page orientation, margin and color mode and save them permanently Go to Ribbon -> click Print Preview ribbon tab -> go to the Latitude ribbon group on the right -> click Report Setup |
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| New Reports | ||
| Employee Hours & Overtime Claim by Category for a Week (Report #383) - see Reports -> Employee/Equipment This report totals Timesheet hours by Work Type Category Project Timesheet & Billing Summary (Report #369) - see Reports -> Job / Project This report is broken down by Job Captain. The details include the current and Project-to-Date timesheets and expenses, total billed, received and outstanding invoices Employee Hours & Overtime Claim by Category for a Week (Report #383) - see Reports -> Employee/Equipment This report shows all the time worked and overtime claimed during the week from a selected date. It is sorted by Employee and Work Type Category. Categories can include Sick Leave, RDO, Annual Leave, etc. Any Work Types without a Category are listed as "Unassigned" Invoices between two dates in Reference order (Report #379) - see Reports -> Financial A report of all invoices between two dates in Reference order Based on Report #170 with the inclusion of Branch / Company grouping and selection Invoices between two dates in Client order (Report #380) - see Reports -> Financial Lists Invoices with Description between two dates for a Client or all Clients in Client order Based on Report #178 with the inclusion of Branch / Company grouping and selection Receipts between two dates in date order (Report #381) - see Reports -> Financial A report of all receipts between two dates in date order Based on Report #68 with the inclusion of Branch / Company grouping and selection Client Outstanding Balance as at a Date (Report #382) - see Reports -> Financial This report shows all or selected clients outstanding balances calculated from invoices & receipts between 2 dates. It lists client code, client name, invoice number and outstanding balance Based on Report #265 with the inclusion of Branch / Company grouping and selection |
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| Updated Reports | ||
| New Historic WIP option in Job Reports #180, #266 and #351 - see Reports -> Job / Project Report historic WIP amounts as at a nominated End Date Select "Historic WIP as at End Date" option in these reports Modified Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310)- see Reports -> Job / Project This report shows job profit or loss for all job(s) with WIP vs Invoicing Analysis Option to display Active Jobs and exclude Disbursements Modified Job Completion Summary (Report #175) - see Reports -> Job / Project Multiple selection of Jobs Option to group Timesheets and Disbursements separately Option to hide Costing Modified Employee Flex Sheet (Report #35) - see Reports -> Employee/Equipment Sorts by Start Time and then by Job |
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| Added Branch / Company to Reports | ||
| Modified Job Work Value WIP Report by Job Captain for a Date Range (Report #180) - see Reports -> Job / Project Modified Receipts & Payments between two dates Detailed by Reference (Report #52) - see Reports -> Financial Modified Employee Flex Sheet (Report #35) - see Reports -> Employee/Equipment Modified Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee/Equipment Modified Employee Chargeable/Non-Chargeable (for date range & Emp) (by Emp) (Report #43) - see Reports -> Employee/Equipment Modified Job Timesheet Summary (Date Range) (by Job Captain and Client) (Report #105) - see Reports -> Job / Project Modified Job WIP Report (Report #106) - see Reports -> Job / Project Modified Job Work In Progress by Job Captain or Sub Captain (Report #107) - see Reports -> Job / Project Modified Job Hrs Work Types (for Date range, Job & Work Type) (by Job, Work Type & Date) (Report #109) - see Reports -> Job / Project Modified Job Hrs Work Types Not Invoiced (for Date range & Job) (by Job, Work Type & Date) (Report #113) - see Reports -> Job / Project Modified Daily Hrs Worked (for Date range & Employee) (by Date, Job & Emp) No Amount (Report #143) - see Reports - > Timesheets Modified Job Hrs Work Types & Latest Invoice (for date range, job & work type) (Report #231) - see Reports - > Job / Project Modified Employee (Report #34) - see Reports -> Employee/Equipment Modified Employee Hrs Worked (for Date range & Employee) (by Emp, Date, Job) (Report #44) - see Reports -> Employee/Equipment Modified Employee Hrs Worked (for Date range & Job) (by Emp, Date & Job) (Report #45) - see Reports -> Employee/Equipment Modified Employee Hrs Worked (for Date range & Job) (by Emp, Work Type, Date & Job) (Report #46) - see Reports -> Employee/Equipment Modified Employee hours between two dates for a work type (Report #48) - see Reports -> Employee/Equipment |
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| Accounting Link to QuickBooks | ||
| Export Clients and Invoices to QuickBooks 2011 Export Receipts (Accrual) to QuickBooks 2011 Import Customers from QuickBooks 2011 |
||
| Various bug fixes | ||
|
Latitude Professional Edition - 9211.0601
|
||
| Oct 5, 2011 |
Improved Task Management | |
|
Task Detail screen lists all time entries Use task status to control timesheet entry and set task percent complete to 100% Improved selection of tasks to include in quotes using filtered lists of tasks Work Order sheet in the Job / Project screen to print details of a job above a full list of its tasks Task sheet in the Task Item screen to print details of a task and lists of its time and register items Option to assign a Resource Type rather than an employee to a task Streamlined Task creation and use Enhanced task, quote and invoice description lookups to auto-fill more predefined information such as resource type, work quantity and rates Task based limits to timesheet entry Unrestricted - timesheets do not require a task Task Timesheets Only - all timesheets on a job must have a task Employee Assigned Tasks Only - timesheets can only be entered by the employee assigned to a task |
||
| LatiReporter | ||
|
Allows you to develop your own queries and reports from Latitude Requires a full version of Microsoft Access 2007/2010 for report development, but a runtime version is sufficient to run reports Replaces the older Custom Database |
||
| Crew Rate Invoices | ||
| Bill a specific rate for a group of staff, such as a field crew, while retaining full details of the costs of each person and what work they did | ||
| Invoice Consolidated Resource Time & Disbursements |
||
|
Create invoice line items for all timesheets allocated to an invoice by Work Type - Total of the billable timesheets grouped by work type name Create invoice line items for all timesheets allocated to an invoice by Crew - Total of the timesheets by grouped Crew/Team Create invoice line items for all disbursements allocated to an invoice by Work Type - Total of the billable disbursements grouped by work type name |
||
| Streamlined Timesheet Entry | ||
|
Auto fill timesheet work description based on either task or work type description Set default work type to be used in timesheets for each Project Set default work type to be used in timesheets for each Employee (used if no Project default work type is set) |
||
| Register Quick Filter | ||
| Filter Register items from the Latitude main home screen. Allows you to immediately view all Register entries of a single type | ||
| Map Link | ||
| Option to load the latitude and longitude of jobs with incomplete site addresses | ||
| New Reports | ||
| Invoice's Productivity with Job detail (NonAllocated) (Report #398) - see Reports -> Productivity This report shows the productivity of each invoice with job detail where you have not manually allocated productivity Job Work Value Report by Job Captain for a Date Range (Period and Life-to-Date) (Report #395) - see Reports -> Job / Project This report compares job cost and invoice amounts for a given period and for the whole life of the job to date Tasks by Client, Job, Employee, Date & Work Type (Report #297) - see Reports -> Job Task This report lists Tasks by Client, Job, Employee, Start Date, Expected End Date, Work Type and Completion percentage Job Transaction Summary (Report #394) - see Reports -> Job/Project This report shows a Job summary. It includes all the cost related transaction details for a job |
||
| Updated Reports | ||
| Modified Timesheets (for date range & job) (by Job, Date, Emp) (Report #152) - see Reports -> Timesheets New "Show Employee Total" option to display summary of hours and charge for each employee |
||
| Easy access to Accounting Links | ||
| Give a brief code name to your most frequently used Accounting Links for easier and faster access | ||
| Accounting Link to QuickBooks | ||
| Export Payroll Timesheets to QuickBooks 2011 Export Payroll Timesheets to QuickBooks 2010 |
||
| Various bug fixes | ||
|
Latitude Professional Edition - 9211.0101
|
||
| Apr 29, 2011 |
Outlook Integration | |
| Drag important emails from Outlook and drop them into the Latitude Register and have them automatically saved into your Job Folders. Drop onto either the Register Item list and the Register Memo field. Requires Microsoft Outlook 2003, 2007 or 2010 Optionally store Email text in the Register for efficient searching |
||
| Invoicing & Billing | ||
| Timesheets allocated to an Invoice, now sort to the top and appear even where they do not meet the filter criteria. This avoids accidently hiding timesheets that you have already allocated | ||
| Resizable Screens | ||
| Resizable Client, Contact, Project, Register & Employee screens automatically expand to fit larger monitors | ||
| Output PDF Reports | ||
| Easily distribute and/or store reports as PDF documents, including Quotes, Invoices and Statements, without needing third-party PDF software | ||
| New Job Creation based on Template Jobs - fkeyJobFromTemplate | ||
| New fkeyJobFromTemplate that speeds up generation of a Job with predefined details based on a Template Job Creates Job Id and Job Folder and then sets Job Details, Quotes, Register Items & Invoices copied from a master Template Job Select the Template Job to use by choosing the appropriate Job Type in the fkey Create a 'template' Job and nominate it as a Template Job via Job Type and enter default Register, Quote and Invoice items in it |
||
| Faster Job Mapping | ||
| All Jobs on a map display job number, job type, 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 |
||
| New Automatic Job Number Generator - fkeyJobNumber4 | ||
| Generates Job Numbers with independent counters for each prefix eg. where you use the prefix 'C' for Civil, 'E' for Electrical & 'S' for Survey jobs, your E Series jobs can have a separate next counter value to your S Series jobs. eg. your next jobs could be C1001, E321 & S667 each based on independent counters | ||
| New Automatic Job Id, Job Folder Generator - fkeyFolderStructure | ||
| New fkeyFolderStructure that creates Job folders with names consisting of the Job Number and a short Job Name while automatically grouping them by 'hundred' eg. job folder "..\8100\8123 my project name\" where Job Number is 8123, 'hundred' group is 8100 and Job Name is "my project name". Works for Job Numbers starting at 1000 | ||
| Improved Job Mapping | ||
| Option to show only the current Job info on map Option to set the maximum radius to search for jobs when generating a job map |
||
| Faster Task creation | ||
| Select or enter Task Description only and have QNote text automatically filled | ||
| New Zoom and Edit Screen | ||
| Zoom view any text by using Shift-F2 to open the new large Zoom screen | ||
| Expanded Rich Text Support | ||
| Improve the appearance of your task based quotations and invoices by entering rich text into task description and QNote fields | ||
| Categorize Clients Contacts by Market Type and Status | ||
| Set the marketing relationship type of each contact Move old contacts to the bottom of your contact list by flagging them as non-current |
||
| New Audit Trail Deletion Limit | ||
|
Delete audit trail items older than a set date |
||
| Overtime Claim | ||
| Nominate overtime hours worked in each Timesheet item | ||
| Report Page Setup | ||
| Customize report setting eg. paper size, page orientation, margin and color mode and save them permanently Go to Ribbon -> click Print Preview ribbon tab -> go to the Latitude ribbon group on the right -> click Report Setup |
||
| New Reports | ||
| Employee Hours & Overtime Claim by Category for a Week (Report #383) - see Reports -> Employee/Equipment This report totals Timesheet hours by Work Type Category Project Timesheet & Billing Summary (Report #369) - see Reports -> Job / Project This report is broken down by Job Captain. The details include the current and Project-to-Date timesheets and expenses, total billed, received and outstanding invoices Employee Hours & Overtime Claim by Category for a Week (Report #383) - see Reports -> Employee/Equipment This report shows all the time worked and overtime claimed during the week from a selected date. It is sorted by Employee and Work Type Category. Categories can include Sick Leave, RDO, Annual Leave, etc. Any Work Types without a Category are listed as "Unassigned" Invoices between two dates in Reference order (Report #379) - see Reports -> Financial A report of all invoices between two dates in Reference order Based on Report #170 with the inclusion of Branch / Company grouping and selection Invoices between two dates in Client order (Report #380) - see Reports -> Financial Lists Invoices with Description between two dates for a Client or all Clients in Client order Based on Report #178 with the inclusion of Branch / Company grouping and selection Receipts between two dates in date order (Report #381) - see Reports -> Financial A report of all receipts between two dates in date order Based on Report #68 with the inclusion of Branch / Company grouping and selection Client Outstanding Balance as at a Date (Report #382) - see Reports -> Financial This report shows all or selected clients outstanding balances calculated from invoices & receipts between 2 dates. It lists client code, client name, invoice number and outstanding balance Based on Report #265 with the inclusion of Branch / Company grouping and selection |
||
| Updated Reports | ||
| New Historic WIP option in Job Reports #180, #266 and #351 - see Reports -> Job / Project Report historic WIP amounts as at a nominated End Date Select "Historic WIP as at End Date" option in these reports Modified Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310)- see Reports -> Job / Project This report shows job profit or loss for all job(s) with WIP vs Invoicing Analysis Option to display Active Jobs and exclude Disbursements Modified Job Completion Summary (Report #175) - see Reports - > Job / Project Multiple selection of Jobs Option to group Timesheets and Disbursements separately Option to hide Costing Modified Employee Flex Sheet (Report #35) - see Reports -> Employee/Equipment Sorts by Start Time and then by Job |
||
| Accounting Link to QuickBooks | ||
| Export Clients and Invoices to QuickBooks 2011 Export Receipts (Accrual) to QuickBooks 2011 Import Customers from QuickBooks 2011 |
||
| Various bug fixes | ||