2014
Latitude Corporate Edition - 9214.1001
22 Nov 2014   New Real-Time Budget Exceeded Warning
   

Warn users when their work time exceeds hours budgeted for a task

    Updated Outlook Email Drag and Drop into Latitude
    Use timestamps rather than GUIDs in email filenames when email is dragged from Outlook into the Register
    Automatically detach attachments from emails
    See Setup -> Options2 -> Register -> Detach email attachments automatically
    Store email MSG files in folders other than the job folder
    See Setup -> Options2 -> Register -> Outlook Email - Register Type to use
    See Lookup Tables -> Register Type -> set Default Folder, supports absolute and relative paths
    New Copy Quotes from another Project function
   

See Job -> Copy Quote from other Job button

    GIS Link - Manipulate Project Site Coordinates on a map
    Change job site lat/long coordinates by dragging placemarks around a map
    Go to Accounting Link -> Load  GIS -> KMZ - Export Job / Project Site Coordinates
    Filter the jobs to export (eg. jobs by State/Province)
    Click Export (saves the KMZ file to the same folder that Latitude creates your job folders in)
    Open the KMZ file in your GIS software (eg. Google Earth or any other software that supports the OpenGIS KML Encoding Standard (OGC KML))
    Drag project placemarks around your GIS map
    Save a KML Layer or specific portions of a KML (eg. selected projects only) that you want to load into Latitude
    Import site coordinates back into Latitude - go to Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    GIS Link - Export Latitude project site coordinates to your GIS system
    See Accounting Link -> Load GIS -> KMZ - Export Job / Project Site Coordinates
    GIS Link - Load existing project site coordinates into Latitude
   

KMZ file must contain valid Latitude job numbers

    See Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    Canadian National Topographic System (NTS) GridView 
    See Job -> Site tab -> GridView -> select National Topographic System
    Configure the NTS legal description type correctly by using the following elements (from large to small):
    Series Number, Map Area, Map Sheet, Block, Unit, Quarter Unit
    Enhanced Site Visit Log
   

Party/Crew Chief Electronic Signature

    See Field Ticket -> Party/Crew Chief Signature -> click Enter Signature
    Automatic work log pdf preview when saved (ie. Draft, Submitted, Approved, Approved Daily Rates)
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Automatically Preview Field Ticket
    Store work log PDFs in different folders depending on field ticket status
    See Setup -> Time tab -> Field Ticket section, supports absolute and relative paths
    Charge a Markup or Premium on Third Party Disbursements
    See Lookup Tables -> Field Ticket Setup -> Third Party Disbursements -> select the Disbursement Type and tick Yes
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Third Party Disbursements -> set Percent Markup to apply
    Charge Equipment Items at the higher of Hourly Rate or Total Mileage
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Equipment -> for each similar equipment item, set their Charge Grp to the same number
    Two extra Standard Time columns
    Extra WordLink tags for use in site visit log printouts
    New Crew Schedule Printout by Crew Chief
    Displays crew schedules for 1 week with crew members & job details grouped by crew chief
    See Scheduler -> enter filter criteria -> click Filter -> click By Crew tab -> click Preview
    New JobCreator that allows simultaneous use of two completely different Job Number Formats
    Configure two different job number formats and choose which one you need when you create a new job
    See Job -> new Job -> select "Format 1" or "Format 2"
   

Customize Work Type Descriptions used in Invoices

    Specify work type descriptions to be used in invoices for each job when auto-summarizing timesheet data in invoices
    See Job -> Charge tab -> select Override Charge Rate Type = Work Type -> set Invoice Description Override
   

Used by Invoice ->

    Fill from Time - group Work Type
    Fill from Time - group Work Type & Rate
    Fill from Time - group Work Type by Class
    Fill from Time & Disb - group Task & Work Type
    Fill from Time & Disb - group Task & Work Type with Disb Heading
    Fill from Time & Disb - group Task, Work Type & Disb
    Fill from Time & Disb - group Work Type
    Fill from Time & Disb - group Work Type and Rate
    Fill from Disb - group Work Type
    Allocate & Fill Time & Disb - group Work Type
    Option to edit Timesheet and Disbursement charge amounts on Invoice screen
    See Setup -> Time -> Enable extra fields on Timesheet dialog
    See Invoice -> Timesheet or Disbursement tab -> dbl-click the work or disbursement description -> edit Qty, Charge Amt & Work Description
    New "Auto-fill Job Name/Desc with Job Number" Option in JobCreator
    Used in JobCreators: fkeyStandard and fkeyStandard2
    New Timesheet Printout Disbursement WordLink Tags
   

Use these tags in your timesheet printout word template

    WordLink tags:
    TsPeriod.Day<1-14>TotalDisb
    TsPeriod.PeriodTotalDisb
    TsPeriodDetailItemDisb.*
    .BillingType, .ClientCode, .ClientName, .JobName, .JobNumber, .PayTypeCode, .PayTypeDesc,
    .Day<1-14>Disb, .PeriodTotalDisb, .TaskCode, .TaskName, .WorkDescription, .WorkTypeCode, .WorkTypeName
    Hide Screen Field Labels you don't want displayed
    See Administration -> Custom Field 
    Limit Quote, Invoice and Statement style lists to only display WordLink templates
   

See Setup option -> Finance tab -> under CC ->  Show only WordLink in [x] Quotes [x] Invoices & [x] Statements

    New Reports
    Jobs that have not been Invoiced (Date Range & Job Status) (by Date, Job) (Report #510) - see Reports -> Financial
    Outstanding Invoices by Week  (Report #511) - see Reports -> Financial
    Lists the outstanding invoices for each week (Date range & Job Status)
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2014 (IIF)

Export Receipts (Accrual) to QuickBooks 2014 (IIF)

    Various bug fixes
Latitude Corporate Edition - 9214.0501
16 May 2014   New Latitude Remote Client (LRC)
   

Improves the way Latitude runs on remote workstations (those outside your main office) to the point where the user experience is almost identical whether the user is next to the server or on-site half a continent away

    Drag email from Outlook directly to LRC
    Drag a file from the job folder visible to you via VPN to LRC and it automatically adds the file as an attachment to the selected register item. To create a new register item, first deselect the current register item by clicking on the "Register Items" label found above the list of register items on the left side of the register screen, and then drag the file to LRC to create the register item
    Open a file locally on your workstation using a local copy of any Windows application (Word, AutoCAD, Excel, PDF reader etc)
    Print a report from LRC to a printer in your site office or vehicle
    Requires suitable systems & security infrastructure
    New Customer Electronic Signature on Site Visit Log
    On-site customers can now enter electronic signatures to approve work done
    Control when electronic signatures can be entered (on submittal, on approval or not required)
    Configure automatic approval of site visit logs when an electronic signature is entered
    Extra Project Client References
   

Extra client references can be held in the project screen and displayed in the site visit log and invoices

    See Job -> Client Ref Tab
    New Weekly Timesheet Screen
   

Enter timesheets for a whole week on the one screen

    Currently limited to entry of standard timesheets fields only
    See Setup -> Time -> Use Weekly Timesheet entry screen
    New Disbursements Only Screen
    Screen to enter Disbursements alone
    See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen
    New Employee Two Week Timesheet Printout
    Allows staff to produce a one or two week printout of their timesheets
    See Timesheet screen -> Preview
    New Employee Schedule Printout
   

Allow an employee to print their own schedule for a week

    See Management menu -> Scheduler
    New Function to Copy Quotes from old Projects to a new Project
    See Job -> General tab -> click Fill "Quote(s) from another Job" button 
    Expanded Filter Lists
   

Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data

    Simplify the Project screen by Hiding Tabs
    Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs
   

New Project Filter Function Fields

    Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount]
    Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify]
   

Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20]

Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] 

    Note, you can now use all internal filter functions available in Latitude in your own filters
    Show only Current Contacts in Lists of Contacts
    Contacts tab in Clients screen
    Click the column header to toggle between "Current" only and show "All" contacts
   

Screens that now only display current contacts:

Job -> Instructing Person

Job -> Billing Contact

Job -> Team

Register -> From & To

Register -> Transmittal dialog -> From & To

Register -> DistribRules & DistribTrans

    New Dropdown list of Standard Invoice Payment Terms
    See Invoice screen -> Pay Terms
    Enhanced Maplink Icons show multiple Projects at the same Site
    Click the arrow marker icon to expand it to see multiple jobs at the same site
    See Setup -> Job/Task/Emp -> Hide tabs
    New "Show Database Location" option
   

Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database

    See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide)
    New Object Security Screen Filter and Sort
    See Administration menu -> Object Security
    New Default Sort for Project List in Timesheet Screen
   

Define the order in which you see your list of projects when entering timesheets

    See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order
    Extra Quote & Invoice WordLink Tags
    WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values
    New Option to use Your Logo on Reports
   

See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible"

    New Reports
    Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
    This report shows the productivity of each staff member for each work type in a period against their billable utilization target
    Accounting Link to MYOB
   

Export Clients & Invoices to MYOB 2014

Export Payroll Timesheets to MYOB 2014

Export Receipts (Accrual) to MYOB 2014

Import Cards & Contacts from MYOB 2014

    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2014
    Export Payroll Timesheets to QuickBooks 2014
    Export Receipts (Accrual) to QuickBooks 2014
    Import Customers from QuickBooks 2014
    Accounting Link to Reckon
    Export Clients and Invoices to Reckon Accounts 2014
    Export Payroll Timesheets to Reckon Accounts 2014
    Export Receipts (Accrual) to Reckon Accounts 2014
    Import Customers from Reckon Accounts 2014
    Accounting Link to Sage
    Export Clients and Invoices to Sage Instant
    Import Customers from Sage Instant
    Various bug fixes
Latitude Business Edition - 9214.1001
22 Nov 2014   New Real-Time Budget Exceeded Warning
   

Warn users when their work time exceeds hours budgeted for a task

    Updated Outlook Email Drag and Drop into Latitude
    Use timestamps rather than GUIDs in email filenames when email is dragged from Outlook into the Register
    Automatically detach attachments from emails
    See Setup -> Options2 -> Register -> Detach email attachments automatically
    Store email MSG files in folders other than the job folder
    See Setup -> Options2 -> Register -> Outlook Email - Register Type to use
    See Lookup Tables -> Register Type -> set Default Folder, supports absolute and relative paths
    New Copy Quotes from another Project function
   

See Job -> Copy Quote from other Job button

    GIS Link - Manipulate Project Site Coordinates on a map
    Change job site lat/long coordinates by dragging placemarks around a map
    Go to Accounting Link -> Load  GIS -> KMZ - Export Job / Project Site Coordinates
    Filter the jobs to export (eg. jobs by State/Province)
    Click Export (saves the KMZ file to the same folder that Latitude creates your job folders in)
    Open the KMZ file in your GIS software (eg. Google Earth or any other software that supports the OpenGIS KML Encoding Standard (OGC KML))
    Drag project placemarks around your GIS map
    Save a KML Layer or specific portions of a KML (eg. selected projects only) that you want to load into Latitude
    Import site coordinates back into Latitude - go to Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    GIS Link - Export Latitude project site coordinates to your GIS system
    See Accounting Link -> Load GIS -> KMZ - Export Job / Project Site Coordinates
    GIS Link - Load existing project site coordinates into Latitude
   

KMZ file must contain valid Latitude job numbers

    See Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    Canadian National Topographic System (NTS) GridView 
    See Job -> Site tab -> GridView -> select National Topographic System
    Configure the NTS legal description type correctly by using the following elements (from large to small):
    Series Number, Map Area, Map Sheet, Block, Unit, Quarter Unit
    Enhanced Site Visit Log
   

Party/Crew Chief Electronic Signature

    See Field Ticket -> Party/Crew Chief Signature -> click Enter Signature
    Automatic work log pdf preview when saved (ie. Draft, Submitted, Approved, Approved Daily Rates)
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Automatically Preview Field Ticket
    Store work log PDFs in different folders depending on field ticket status
    See Setup -> Time tab -> Field Ticket section, supports absolute and relative paths
    Charge a Markup or Premium on Third Party Disbursements
    See Lookup Tables -> Field Ticket Setup -> Third Party Disbursements -> select the Disbursement Type and tick Yes
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Third Party Disbursements -> set Percent Markup to apply
    Charge Equipment Items at the higher of Hourly Rate or Total Mileage
    See Lookup Tables -> Field Ticket Style Setup -> select Ticket Style -> Equipment -> for each similar equipment item, set their Charge Grp to the same number
    Two extra Standard Time columns
    Extra WordLink tags for use in site visit log printouts
    New Crew Schedule Printout by Crew Chief
    Displays crew schedules for 1 week with crew members & job details grouped by crew chief
    See Scheduler -> enter filter criteria -> click Filter -> click By Crew tab -> click Preview
    New JobCreator that allows simultaneous use of two completely different Job Number Formats
    Configure two different job number formats and choose which one you need when you create a new job
    See Job -> new Job -> select "Format 1" or "Format 2"
   

Customize Work Type Descriptions used in Invoices

    Specify work type descriptions to be used in invoices for each job when auto-summarizing timesheet data in invoices
    See Job -> Charge tab -> select Override Charge Rate Type = Work Type -> set Invoice Description Override
   

Used by Invoice ->

    Fill from Time - group Work Type
    Fill from Time - group Work Type & Rate
    Fill from Time - group Work Type by Class
    Fill from Time & Disb - group Task & Work Type
    Fill from Time & Disb - group Task & Work Type with Disb Heading
    Fill from Time & Disb - group Task, Work Type & Disb
    Fill from Time & Disb - group Work Type
    Fill from Time & Disb - group Work Type and Rate
    Fill from Disb - group Work Type
    Allocate & Fill Time & Disb - group Work Type
    Option to edit Timesheet and Disbursement charge amounts on Invoice screen
    See Setup -> Time -> Enable extra fields on Timesheet dialog
    See Invoice -> Timesheet or Disbursement tab -> dbl-click the work or disbursement description -> edit Qty, Charge Amt & Work Description
    New "Auto-fill Job Name/Desc with Job Number" Option in JobCreator
    Used in JobCreators: fkeyStandard and fkeyStandard2
    New Timesheet Printout Disbursement WordLink Tags
   

Use these tags in your timesheet printout word template

    WordLink tags:
    TsPeriod.Day<1-14>TotalDisb
    TsPeriod.PeriodTotalDisb
    TsPeriodDetailItemDisb.*
    .BillingType, .ClientCode, .ClientName, .JobName, .JobNumber, .PayTypeCode, .PayTypeDesc,
    .Day<1-14>Disb, .PeriodTotalDisb, .TaskCode, .TaskName, .WorkDescription, .WorkTypeCode, .WorkTypeName
    Hide Screen Field Labels you don't want displayed
    See Administration -> Custom Field 
    Limit Quote, Invoice and Statement style lists to only display WordLink templates
   

See Setup option -> Finance tab -> under CC ->  Show only WordLink in [x] Quotes [x] Invoices & [x] Statements

    New Reports
    Jobs that have not been Invoiced (Date Range & Job Status) (by Date, Job) (Report #510) - see Reports -> Financial
    Outstanding Invoices by Week  (Report #511) - see Reports -> Financial
    Lists the outstanding invoices for each week (Date range & Job Status)
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2014 (IIF)

Export Receipts (Accrual) to QuickBooks 2014 (IIF)

    Various bug fixes
Latitude Business Edition - 9214.0501
16 May 2014   New Latitude Remote Client (LRC)
   

Improves the way Latitude runs on remote workstations (those outside your main office) to the point where the user experience is almost identical whether the user is next to the server or on-site half a continent away

    Drag email from Outlook directly to LRC
    Drag a file from the job folder visible to you via VPN to LRC and it automatically adds the file as an attachment to the selected register item. To create a new register item, first deselect the current register item by clicking on the "Register Items" label found above the list of register items on the left side of the register screen, and then drag the file to LRC to create the register item
    Open a file locally on your workstation using a local copy of any Windows application (Word, AutoCAD, Excel, PDF reader etc)
    Print a report from LRC to a printer in your site office or vehicle
    Requires suitable systems & security infrastructure
    New Customer Electronic Signature on Site Visit Log
    On-site customers can now enter electronic signatures to approve work done
    Control when electronic signatures can be entered (on submittal, on approval or not required)
    Configure automatic approval of site visit logs when an electronic signature is entered
    Extra Project Client References
   

Extra client references can be held in the project screen and displayed in the site visit log and invoices

    See Job -> Client Ref Tab
    New Weekly Timesheet Screen
   

Enter timesheets for a whole week on the one screen

    Currently limited to entry of standard timesheets fields only
    See Setup -> Time -> Use Weekly Timesheet entry screen
    New Disbursements Only Screen
    Screen to enter Disbursements alone
    See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen
    New Employee Two Week Timesheet Printout
    Allows staff to produce a one or two week printout of their timesheets
    See Timesheet screen -> Preview
    New Employee Schedule Printout
   

Allow an employee to print their own schedule for a week

    See Management menu -> Scheduler
    New Function to Copy Quotes from old Projects to a new Project
    See Job -> General tab -> click Fill "Quote(s) from another Job" button 
    Expanded Filter Lists
   

Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data

    Simplify the Project screen by Hiding Tabs
    Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs
   

New Project Filter Function Fields

    Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount]
    Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify]
   

Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20]

Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] 

    Note, you can now use all internal filter functions available in Latitude in your own filters
    Show only Current Contacts in Lists of Contacts
    Contacts tab in Clients screen
    Click the column header to toggle between "Current" only and show "All" contacts
   

Screens that now only display current contacts:

Job -> Instructing Person

Job -> Billing Contact

Job -> Team

Register -> From & To

Register -> Transmittal dialog -> From & To

Register -> DistribRules & DistribTrans

    New Dropdown list of Standard Invoice Payment Terms
    See Invoice screen -> Pay Terms
    Enhanced Maplink Icons show multiple Projects at the same Site
    Click the arrow marker icon to expand it to see multiple jobs at the same site
    See Setup -> Job/Task/Emp -> Hide tabs
    New "Show Database Location" option
   

Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database

    See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide)
    New Object Security Screen Filter and Sort
    See Administration menu -> Object Security
    New Default Sort for Project List in Timesheet Screen
   

Define the order in which you see your list of projects when entering timesheets

    See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order
    Extra Quote & Invoice WordLink Tags
    WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values
    New Option to use Your Logo on Reports
   

See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible"

    New Reports
    Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
    This report shows the productivity of each staff member for each work type in a period against their billable utilization target
    Accounting Link to MYOB
   

Export Clients & Invoices to MYOB 2014

Export Payroll Timesheets to MYOB 2014

Export Receipts (Accrual) to MYOB 2014

Import Cards & Contacts from MYOB 2014

    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2014
    Export Payroll Timesheets to QuickBooks 2014
    Export Receipts (Accrual) to QuickBooks 2014
    Import Customers from QuickBooks 2014
    Accounting Link to Reckon
    Export Clients and Invoices to Reckon Accounts 2014
    Export Payroll Timesheets to Reckon Accounts 2014
    Export Receipts (Accrual) to Reckon Accounts 2014
    Import Customers from Reckon Accounts 2014
    Accounting Link to Sage
    Export Clients and Invoices to Sage Instant
    Import Customers from Sage Instant
    Various bug fixes
Latitude Professional Edition - 9214.1001
22 Nov 2014   New Real-Time Budget Exceeded Warning
   

Warn users when their work time exceeds hours budgeted for a task

    Updated Outlook Email Drag and Drop into Latitude
    Use timestamps rather than GUIDs in email filenames when email is dragged from Outlook into the Register
    Automatically detach attachments from emails
    See Setup -> Options2 -> Register -> Detach email attachments automatically
    Store email MSG files in folders other than the job folder
    See Setup -> Options2 -> Register -> Outlook Email - Register Type to use
    See Lookup Tables -> Register Type -> set Default Folder, supports absolute and relative paths
    New Copy Quotes from another Project function
   

See Job -> Copy Quote from other Job button

    GIS Link - Manipulate Project Site Coordinates on a map
    Change job site lat/long coordinates by dragging placemarks around a map
    Go to Accounting Link -> Load  GIS -> KMZ - Export Job / Project Site Coordinates
    Filter the jobs to export (eg. jobs by State/Province)
    Click Export (saves the KMZ file to the same folder that Latitude creates your job folders in)
    Open the KMZ file in your GIS software (eg. Google Earth or any other software that supports the OpenGIS KML Encoding Standard (OGC KML))
    Drag project placemarks around your GIS map
    Save a KML Layer or specific portions of a KML (eg. selected projects only) that you want to load into Latitude
    Import site coordinates back into Latitude - go to Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    GIS Link - Export Latitude project site coordinates to your GIS system
    See Accounting Link -> Load GIS -> KMZ - Export Job / Project Site Coordinates
    GIS Link - Load existing project site coordinates into Latitude
   

KMZ file must contain valid Latitude job numbers

    See Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates
    Canadian National Topographic System (NTS) GridView 
    See Job -> Site tab -> GridView -> select National Topographic System
    Configure the NTS legal description type correctly by using the following elements (from large to small):
    Series Number, Map Area, Map Sheet, Block, Unit, Quarter Unit
    New JobCreator that allows simultaneous use of two completely different Job Number Formats
    Configure two different job number formats and choose which one you need when you create a new job
    See Job -> new Job -> select "Format 1" or "Format 2"
   

Customize Work Type Descriptions used in Invoices

    Specify work type descriptions to be used in invoices for each job when auto-summarizing timesheet data in invoices
    See Job -> Charge tab -> select Override Charge Rate Type = Work Type -> set Invoice Description Override
   

Used by Invoice ->

    Fill from Time - group Work Type
    Fill from Time - group Work Type & Rate
    Fill from Time - group Work Type by Class
    Fill from Time & Disb - group Task & Work Type
    Fill from Time & Disb - group Task & Work Type with Disb Heading
    Fill from Time & Disb - group Task, Work Type & Disb
    Fill from Time & Disb - group Work Type
    Fill from Time & Disb - group Work Type and Rate
    Fill from Disb - group Work Type
    Allocate & Fill Time & Disb - group Work Type
    Option to edit Timesheet and Disbursement charge amounts on Invoice screen
    See Setup -> Time -> Enable extra fields on Timesheet dialog
    See Invoice -> Timesheet or Disbursement tab -> dbl-click the work or disbursement description -> edit Qty, Charge Amt & Work Description
    New "Auto-fill Job Name/Desc with Job Number" Option in JobCreator
    Used in JobCreators: fkeyStandard and fkeyStandard2
    New Timesheet Printout Disbursement WordLink Tags
   

Use these tags in your timesheet printout word template

    WordLink tags:
    TsPeriod.Day<1-14>TotalDisb
    TsPeriod.PeriodTotalDisb
    TsPeriodDetailItemDisb.*
    .BillingType, .ClientCode, .ClientName, .JobName, .JobNumber, .PayTypeCode, .PayTypeDesc,
    .Day<1-14>Disb, .PeriodTotalDisb, .TaskCode, .TaskName, .WorkDescription, .WorkTypeCode, .WorkTypeName
    Hide Screen Field Labels you don't want displayed
    See Administration -> Custom Field 
    Limit Quote, Invoice and Statement style lists to only display WordLink templates
   

See Setup option -> Finance tab -> under CC ->  Show only WordLink in [x] Quotes [x] Invoices & [x] Statements

    New Reports
    Jobs that have not been Invoiced (Date Range & Job Status) (by Date, Job) (Report #510) - see Reports -> Financial
    Outstanding Invoices by Week  (Report #511) - see Reports -> Financial
    Lists the outstanding invoices for each week (Date range & Job Status)
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2014 (IIF)

Export Receipts (Accrual) to QuickBooks 2014 (IIF)

    Various bug fixes
Latitude Professional Edition - 9214.0501
16 May 2014   New Weekly Timesheet Screen
   

Enter timesheets for a whole week on the one screen

    Currently limited to entry of standard timesheets fields only
    See Setup -> Time -> Use Weekly Timesheet entry screen
    New Disbursements Only Screen
    Screen to enter Disbursements alone
    See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen
    New Employee Two Week Timesheet Printout
    Allows staff to produce a one or two week printout of their timesheets 
    See Timesheet screen -> Preview
    New Function to Copy Quotes from old Projects to a new Project
    See Job -> General tab -> click Fill "Quote(s) from another Job" button
    Expanded Filter Lists
   

Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data

    Simplify the Project screen by Hiding Tabs
    Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs
   

New Project Filter Function Fields

    Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount]
    Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify]
   

Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20]

Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] 

    Note, you can now use all internal filter functions available in Latitude in your own filters
    Show only Current Contacts in Lists of Contacts
    Contacts tab in Clients screen
    Click the column header to toggle between "Current" only and show "All" contacts
    Screens that now only display current contacts:
    Job -> Instructing Person
    Job -> Billing Contact
    Job -> Team
    Register -> From & To
    Register -> Transmittal dialog -> From & To
    Register -> DistribRules & DistribTrans
    New Dropdown list of Standard Invoice Payment Terms
    See Invoice screen -> Pay Terms
    Enhanced Maplink Icons show multiple Projects at the same Site
    Click the arrow marker icon to expand it to see multiple jobs at the same site
    New "Show Database Location" option
   

Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database

    See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide)
    New Object Security Screen Filter and Sort
    See Administration menu -> Object Security
    New Default Sort for Project List in Timesheet Screen
   

Define the order in which you see your list of projects when entering timesheets

    See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order
    Extra Quote & Invoice WordLink Tags
    WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values
    New Option to use Your Logo on Reports
   

See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible"

    New Reports
    Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
    This report shows the productivity of each staff member for each work type in a period against their billable utilization target
    Accounting Link to MYOB
   

Export Clients & Invoices to MYOB 2014

Export Payroll Timesheets to MYOB 2014

Export Receipts (Accrual) to MYOB 2014

Import Cards & Contacts from MYOB 2014

    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2014
    Export Payroll Timesheets to QuickBooks 2014
    Export Receipts (Accrual) to QuickBooks 2014
    Import Customers from QuickBooks 2014
    Accounting Link to Reckon
    Export Clients and Invoices to Reckon Accounts 2014
    Export Payroll Timesheets to Reckon Accounts 2014
    Export Receipts (Accrual) to Reckon Accounts 2014
    Import Customers from Reckon Accounts 2014
    Accounting Link to Sage
    Export Clients and Invoices to Sage Instant
    Import Customers from Sage Instant
    Various bug fixes

Download Authentication

Enter Download Password: