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Latitude Business Edition - 9212.0701
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| Nov 26, 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 | ||
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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 |
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| New Business Contact List Screen | ||
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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 |
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| New Register List Screen | ||
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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 |
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| New Contact List Screen | ||
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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 |
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| New Invoice List Screen | ||
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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 |
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New Receipt List Screen |
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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 |
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| New Standard Job/Project Creator | ||
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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 |
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| 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 | ||
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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 |
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Modified Job Work Value WIP Report with Time Cost by Job Captain for a Date Range (Report #351) - see Reports -> Job / Project |
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New "Sub-Captain" and "CB Code" selection criteria New "Sub-Captain" column |
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| 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 | ||
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Latitude Business Edition - 9212.0203
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| Apr 27, 2012 | Performance Improvement Program | |
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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 |
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| Custom Statements | ||
| Generate Statements using Word templates of your own design. Requires Microsoft Word 2007 or 2010 | ||
| Streamlined Creation of Emails in Register Transmittal | ||
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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 |
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| Streamlined Disbursement Invoicing | ||
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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 |
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| 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 | ||
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Export Clients and Invoices to Simply Accounting 2012 Import Customers from Simply Accounting 2012 |
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| 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 | ||
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Export Clients and Invoices to QuickBooks 2012 Export Payroll Timesheets to QuickBooks 2012 Export Receipts (Accrual) to QuickBooks 2012 Import Customers from QuickBooks 2012 |
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| Register navigation | ||
| Navigate through register items on the register screen using the keyboard arrow keys | ||
| Various bug fixes | ||
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Latitude Professional Edition - 9212.0701
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||
| Nov 26, 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 | ||
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Latitude Professional Edition - 9212.0203
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| Apr 27, 2012 |
Custom Invoice Templates | |
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Simplified generation of Invoices using Invoice Templates of your own design. Requires Microsoft Word 2007 or 2010 |
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| Custom Quote Templates | ||
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Produce Quotes using Quote templates of your own design. Requires Microsoft Word 2007 or 2010 |
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| 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 |
||
| Register navigation | ||
| Navigate through register items on the register screen using the keyboard arrow keys | ||
| Various bug fixes | ||
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