2012
Latitude Business Edition - 9212.0701
26 Nov 2012   High speed WordLink Invoices, Quotes, Statements, Packet Sheets and Register Documents
    Up to 500% faster generation of Quotes, Invoices, Statements, Packet Sheets and Register Documents using the new high performance WordLink
    New Job/Project List Screen
   

Filter projects / jobs by any of scores of fields and display them as a sortable list

View & edit jobs/projects by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Business Contact List Screen
   

Filter business contacts, including clients, suppliers, government authorities & partners by any of scores of fields and display them as a sortable list

View & edit business contacts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Register List Screen
   

Filter register items such as customer requests, work variations, reports & designs delivered to customers, meetings, emails & phone calls by any of dozens of fields and display them as a sortable list

View & edit register items by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Contact List Screen
   

Filter contacts by any of dozens of fields and display them as a sortable list

View & edit contacts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Invoice List Screen
   

Filter invoices / bills by over a dozen fields and display them as a sortable list

View & edit invoices by double clicking items in the list

Select which fields you want to see in the list

Print the list

   

New Receipt List Screen

   

Filter receipts / payments from customers by over a dozen fields and display them as a sortable list

View & edit receipts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Standard Job/Project Creator
   

Configurable to handle many different job/project numbering systems

Automatically create and prefill Project Folders, Tasks, Quotes, Invoices and standard Register items in new jobs by having them automatically copied from specified Template Jobs for each different type of job you perform

    Added Legal Description to Register WordLink
    Generate project documents with Land/Legal Descriptions & Oil Wells using Word templates of your own design
    New option to save the body of Outlook emails dragged into the Register
    When set, saves the body of Outlook message (msg) files in the Register Body field when emails are dragged from Windows Explorer and dropped into the Register
    Set "Save Email Body" option in Setup -> Options2 -> Register
    Limit MapLink jobs displayed to only jobs of selected statuses
    Set "Show on Map" option in job status lookup screen
    New option to select Invoices to include in Statements
    Allows you to select specific invoices to print on the statement
    Improved searching of Site Address in Job screen
    Use Ctrl-F to search all parts of Site Address at once
    New "Hide Empty Elements" option in Land/Legal Description
    Hide empty elements of legal description when printed
    More Invoice Auto-fill Options
    Timesheet - grouped by Work Type and Rate
    Fill total timesheet hours by work type and by rate if they differ
    Timesheet - grouped by Task and Crew
    Fill total crew hours by task and crew
    Timesheet - grouped by Task and Work Type
    Fill total timesheet hours by task and work type
    Timesheet - grouped by Task and Work Type with Disbursement Heading
    Fill total timesheet hours by task and work type. Fill disbursements and group them separately from timesheets
    New Reports
    Job List (without timesheets for selected work types) (Report #426) - see Reports -> Job / Project
    Shows all jobs not of selected job types and without any timesheets of selected work types
    Tasks Gantt chart (A3) - 2 week (Report #433) - see Reports -> Job Task
    Wide gantt chart of tasks for selected or for all Jobs, Job Captains and Employees tasks between 2 dates - shows 2 weeks with week start date
    Tasks Gantt chart (A3) - 13 week (Report #325) - see Reports -> Job Task
    Wide Gantt chart of tasks for selected or for all Jobs, Job Captains and Employees tasks between 2 dates - shows 13 weeks with week start date
    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 Job WIP for Period (for Date range, Job & Status) (by Job) (Report #205) - see Reports -> Job / Project
    New "Show Job Description/Job Name" option to display job description or job name in a column
    Modified Employee Flex Sheet (Overtime) (Report #35) - see Reports -> Employee / Equipment
    New "Show Flex/OT Claim" option to display Flex or OT Claim in a column
    Modified Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee / Equipment
    New "Period" options: 13 & 16 Days
    Modified Active Jobs (by Captain by Job) (Report #76) - see Reports -> Job / Project
   

New "Job Status", "Sub-Captain" and "Job Date" range selection criteria

New "Show Special Details" option to display job special details instead of the GL Acct, Job Type and Job Status columns

New "Group by Job Captain and Sub-Captain" option to group jobs by Sub-Captain

   

Modified Job Work Value WIP Report with Time Cost by Job Captain for a Date Range (Report #351)  - see Reports -> Job / Project

   

New "Sub-Captain" and "CB Code" selection criteria

New "Sub-Captain" column

    Accounting Link to MYOB
    Export Clients & Invoices to MYOB 2012
    Export Payroll Timesheets to MYOB 2012
    Export Receipts (Accrual) to MYOB 2012
    Import Cards & Contacts from MYOB 2012
    Accounting Link to Simply Accounting
    New option to select the client to export
    Export Clients & Invoices to Simply Accounting 2013
    Import Cards & Contacts from Simply Accounting 2013
    Various bug fixes
Latitude Business Edition - 9212.0203
27 Apr 2012   Performance Improvement Program
   

There are fewer new features this version as we have been working on some big internal changes that will improve the performance of future versions as part of our Performance Improvement Program (PIP)

PIP stage 1 (PIP 1) improves the speed of major screens and long dropdown lists in larger databases by 100%. The 100% speed increase was achieved in tests of larger databases including one with 35,000 clients, 50,000 jobs, over half a million register items and 1 million timesheets

PIP 1 also includes a new Find dialog box in the Business Contact and Job / Project screens that provides simultaneous searches on several fields. Press CTRL+ F to open the new Find dialog box

If you would like to test the Latitude PIP 1 beta version 9212.0204 please contact support@LatiBiz.com

    Custom Statements
    Generate Statements using Word templates of your own design. Requires Microsoft Word 2007 or 2010
    Streamlined Creation of Emails in Register Transmittal
   

Automatically create email from the register transmittal using your usual email software (Outlook, Windows Mail, Outlook Express etc)

To use it, create a register Email item, then click the Transmittal button and click Preview

    Streamlined Disbursement Invoicing
   

Create invoice line items and automatically fill the Quantity, Unit, Rate and Amounts of all disbursements allocated to an invoice by Work Type - Total of the billable disbursements grouped by work type name

    Notifications in ToDo screen
    Notifications now appear in the ToDo screen
    New Receipt Print
    Print a receipt from the receipt screen by clicking the Print Preview button
    New Job Site Address Quick Search
    Filter Jobs from the Latitude main home screen by Street Name or Locality/City - see Home Screen -> Job Quick Search
    New Report Security Setting
    Set object security codes of all reports with a single click. This is useful when you want to secure most reports and then change security settings on a few reports to allow all users to run them - see Latitude Setup -> Options2 -> Reports -> Security Codes (default)
    Accounting Link to Simply Accounting
   

Export Clients and Invoices to Simply Accounting 2012

Import Customers from Simply Accounting 2012

    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2011
    Export Payroll Timesheets to MYOB 2011
    Export Receipts (Accrual) to MYOB 2011
    Import Cards and Contacts from MYOB 2011
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2012

Export Payroll Timesheets to QuickBooks 2012

Export Receipts (Accrual) to QuickBooks 2012

Import Customers from QuickBooks 2012

    Register navigation
    Navigate through register items on the register screen using the keyboard arrow keys
    Various bug fixes
Latitude Professional Edition - 9212.0701
26 Nov 2012   New Job/Project List Screen
   

Filter projects / jobs by any of scores of fields and display them as a sortable list

View & edit jobs/projects by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Business Contact List Screen
   

Filter business contacts, including clients, suppliers, government authorities & partners by any of scores of fields and display them as a sortable list

View & edit business contacts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Register List Screen
   

Filter register items such as customer requests, work variations, reports & designs delivered to customers, meetings, emails & phone calls by any of dozens of fields and display them as a sortable list

View & edit register items by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Contact List Screen
   

Filter contacts by any of dozens of fields and display them as a sortable list

View & edit contacts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Invoice List Screen
   

Filter invoices / bills by over a dozen fields and display them as a sortable list

View & edit invoices by double clicking items in the list

Select which fields you want to see in the list

Print the list

   

New Receipt List Screen

   

Filter receipts / payments from customers by over a dozen fields and display them as a sortable list

View & edit receipts by double clicking items in the list

Select which fields you want to see in the list

Print the list

    New Standard Job/Project Creator
   

Configurable to handle many different job/project numbering systems

Automatically create and prefill Project Folders, Tasks, Quotes, Invoices and standard Register items in new jobs by having them automatically copied from specified Template Jobs for each different type of job you perform

    New option to save the body of Outlook emails dragged into the Register
    When set, saves the body of Outlook message (msg) files in the Register Body field when emails are dragged from Windows Explorer and dropped into the Register
    Set "Save Email Body" option in Setup -> Options2 -> Register
    Limit MapLink jobs displayed to only jobs of selected statuses
    Set "Show on Map" option in job status lookup screen
    New option to select Invoices to include in Statements
    Allows you to select specific invoices to print on the statement
    Improved searching of Site Address in Job screen
    Use Ctrl-F to search all parts of Site Address at once
    New "Hide Empty Elements" option in Land/Legal Description
    Hide empty elements of legal description when printed
    More Invoice Auto-fill Options
    Timesheet - grouped by Work Type and Rate
    Fill total timesheet hours by work type and by rate if they differ
    Timesheet - grouped by Task and Crew
    Fill total crew hours by task and crew
    Timesheet - grouped by Task and Work Type
    Fill total timesheet hours by task and work type
    Timesheet - grouped by Task and Work Type with Disbursement Heading
    Fill total timesheet hours by task and work type. Fill disbursements and group them separately from timesheets
    New Reports
    Job List (without timesheets for selected work types) (Report #426) - see Reports -> Job / Project
    Shows all jobs not of selected job types and without any timesheets of selected work types
    Tasks Gantt chart (A3) - 2 week (Report #433) - see Reports -> Job Task
    Wide gantt chart of tasks for selected or for all Jobs, Job Captains and Employees tasks between 2 dates - shows 2 weeks with week start date
    Tasks Gantt chart (A3) - 13 week (Report #325) - see Reports -> Job Task
    Wide Gantt chart of tasks for selected or for all Jobs, Job Captains and Employees tasks between 2 dates - shows 13 weeks with week start date
    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 Job WIP for Period (for Date range, Job & Status) (by Job) (Report #205) - see Reports -> Job / Project
    New "Show Job Description/Job Name" option to display job description or job name in a column
    Modified Employee Flex Sheet (Overtime) (Report #35) - see Reports -> Employee / Equipment
    New "Show Flex/OT Claim" option to display Flex or OT Claim in a column
    Modified Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee / Equipment
    New "Period" options: 13 & 16 Days
    Modified Active Jobs (by Captain by Job) (Report #76) - see Reports -> Job / Project/span>
   

New "Job Status", "Sub-Captain" and "Job Date" range selection criteria

New "Show Special Details" option to display job special details instead of the GL Acct, Job Type and Job Status columns

New "Group by Job Captain and Sub-Captain" option to group jobs by Sub-Captain

   

Modified Job Work Value WIP Report with Time Cost by Job Captain for a Date Range (Report #351)  - see Reports -> Job / Project

   

New "Sub-Captain" and "CB Code" selection criteria

New "Sub-Captain" column

    Accounting Link to MYOB
    Export Clients & Invoices to MYOB 2012
    Export Payroll Timesheets to MYOB 2012
    Export Receipts (Accrual) to MYOB 2012
    Import Cards & Contacts from MYOB 2012
    Accounting Link to Simply Accounting
    New option to select the client to export
    Export Clients & Invoices to Simply Accounting 2013
    Import Cards & Contacts from Simply Accounting 2013
    Various bug fixes
Latitude Professional Edition - 9212.0203
27 Apr 2012
  Custom Invoice Templates
   

Simplified generation of Invoices using Invoice Templates of your own design. Requires Microsoft Word 2007 or 2010

    Custom Quote Templates
   

Produce Quotes using Quote templates of your own design. Requires Microsoft Word 2007 or 2010

    Custom Job Packet Sheets
    Generate Job Packet Sheets using Word templates of your own design. Requires Microsoft Word 2007 or 2010
    Custom Statements
   

Generate Statements using Word templates of your own design. Requires Microsoft Word 2007 or 2010

    Streamlined Creation of Emails in Register Transmittal
   

Automatically create email from the register transmittal using your usual email software (Outlook, Windows Mail, Outlook Express etc)

To use it, create a register Email item, then click the Transmittal button and click Preview

    Streamlined Disbursement Invoicing
    Create invoice line items and automatically fill the Quantity, Unit, Rate and Amounts of all disbursements allocated to an invoice by Work Type - Total of the billable disbursements grouped by work type name
    New Receipt Print
    Print a receipt from the receipt screen by clicking the Print Preview button
    New Job Site Address Quick Search
    Filter Jobs from the Latitude main home screen by Street Name or Locality/City - see Home Screen -> Job Quick Search
    New Report Security Setting
    Set object security codes of all reports with a single click. This is useful when you want to secure most reports and then change security settings on a few reports to allow all users to run them - see Latitude Setup -> Options2 -> Reports -> Security Codes (default)
    Accounting Link to Simply Accounting
   

Export Clients and Invoices to Simply Accounting 2012

Import Customers from Simply Accounting 2012

    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2011
    Export Payroll Timesheets to MYOB 2011
    Export Receipts (Accrual) to MYOB 2011
    Import Cards and Contacts from MYOB 2011
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2012

Export Payroll Timesheets to QuickBooks 2012

Export Receipts (Accrual) to QuickBooks 2012
Import Customers from QuickBooks 2012

    Register navigation
    Navigate through register items on the register screen using the keyboard arrow keys
    Various bug fixes

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