2011
Latitude Business Edition - 9211.0601
5 Oct 2011
  Improved Task Management
   

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 

    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

    Progress Claim Invoice
   

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

    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
    Notifier Exchange Link
    Sends notification emails directly through Exchange. Requires Microsoft Exchange 2007 or 2010
    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 Business Edition - 9211.0101
29 Apr 2011
  Popup Reminders
   

Get popup reminders of your appointments and notifications at any nominated time before the actual event. Requires Microsoft Outlook 2003, 2007 or 2010 and Microsoft Exchange 2007 or 2010

    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
    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
    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
    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 
    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
    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
    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
    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 Business Edition - 9211.0601
5 Oct 2011
  Improved Task Management
   

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 

    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

    Progress Claim Invoice
   

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

    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
    Notifier Exchange Link
    Sends notification emails directly through Exchange. Requires Microsoft Exchange 2007 or 2010
    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 Business Edition - 9211.0101
29 Apr 2011
  Popup Reminders
   

Get popup reminders of your appointments and notifications at any nominated time before the actual event. Requires Microsoft Outlook 2003, 2007 or 2010 and Microsoft Exchange 2007 or 2010

    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
    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
    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
    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 
    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
    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
    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
    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
5 Oct 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
29 Apr 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
Latitude Professional Edition - 9211.0601
5 Oct 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
29 Apr 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

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