2015
Latitude Corporate Edition - 9215.1101
30 Nov 2015   Override Field Ticket Crew Time & Expense Work Types on each Style
   

Useful for companies that have several types of crews working on the same job

    This overrides the "Display for All" flag, crew chief & survey assistant work types and column headings
    Database Backup and Restore
    Improved utility to automate database backups. See HTG 5.13 - "Latitude Installation -> Backup and Restore SQL Database" for more information.
    Default Folder Location
    The default folder location to be used when a project or client folder is not set. Check the "Warn if no job/client folder set" if you want to see a prompt when the project or client folder is not set before any Wordlink output uses this alternate location to output its Word and/or PDF file.
    see Setup -> Options2 -> Report/Output -> Default Folder Location
    see Setup -> Options2 -> Report/Output -> Warn if no job/client folder set
    Employee End Date
   

New field to hold end date for a staff members' period of employment.

    New Reports
    Timesheets (for Date range, emp & job)(by Job, CBCode, Task Type) (Report #565) - see Reports -> Timesheets
    Modified Reports
    Employee hours between two dates for a work type (Report #48) - see Reports -> Employee/Equipment
    New "Force Page Break" option in selection criteria to start a new page for each employee
    Job Packet Sheet
    Client Email field located under the Fax field
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2016 (IIF)
    Export Receipts (Accrual) to QuickBooks 2016 (IIF)
   

Export Clients and Invoices to QuickBooks 2016

Export Payroll Timesheets to QuickBooks 2016

Export Receipts (Accrual) to QuickBooks 2016

Import Customers from QuickBooks 2016

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2015 (IIF)

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2016

Import Customers from Sage50 2016

    Various bug fixes
Latitude Corporate Edition - 9215.0301
24 Jul 2015   New option to set a hard maximum budget amount for each project task
   

Enter a budget amount for each task and users will not be able to exceed it

    see Setup -> Time -> Task budget limits time entry
    New Receipt WordLink
    Produce receipts using Word templates of your own design
    Updated Scheduler
   

New report showing schedule for a selected date

    see the Preview Day button to the left of the View Map button
    Branch dropdown filter now filters jobs and crews
    Enhanced Work Log
    Reverse approval
   

Approval can be reversed as long as no timesheets or disbursements created by the original approval have been invoiced

see Field Ticket -> Undo Approval

   

Drag and drop files to attach them to a Work Log

    Currently for Windows client only (not Latitude Remote Client)
    Option to not designate equipment owners
    see Lookup Tables -> Field Ticket Style Setup -> Track Emp Owners
    Work description & weather fields use Enter key for new lines
    New Work log equipment usage = "1/4" day
    Calculated as 0.25 of full cost
    New Reports
    Job Quote, Timesheet, Invoice Summary (Report #530) - see Reports -> Job/Project
    Lists the totals of timesheet amounts, quotes and invoices by CB code. 
    Equipment Issued (Report #533) - see Reports -> Employee/Equipment
    Lists equipment items that are currently issued to staff and when they were issued
    Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
    Determine how many hours each employees has worked. Useful for payroll
    Timesheets & Disbursements (for Date range & Job) (by Category, Job) (Report #562) - see Reports -> Employee/Equipment
    Used as an extra check by billing staff to ensure all time entered against a job is either invoiced or tracked as WIP (work in progress)
    Quote List (for Date range) (Report #563) - see Reports -> Financial
    List of all quotes with an option to export to a CSV file
    Modified Reports
    Daily Hrs Worked (for Date range & Employee) (by Date, Job & Emp) No Amount - see Reports -> Timesheets
    If the report is grouped by Employee, it now displays timesheet dates
    Complete Job Summary Report (Report #247) - see Reports -> Job/Project
    Defaults start date to a year ago from today
    Defaults end date to today
    Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee/Equipment
    Defaults start date to the 1st day of the current month
    Daily Hrs Worked (for Date range & Job) (by Date, Empl) (Report #145) - see Reports -> Timesheets
    New "Group By Employee" option groups timesheet by employee by date with a total quantity and charge amount for each day
    New "Wide Employee List" button in the timesheet screen to fully display longer employee names
    An alternative is to click an employee on the list and wait a few seconds for its tooltip to appear showing their full name
    Enhanced JobCreator to automate project creation
    New JobCreator option that appends the job name to the job folder
    see Setup -> Job -> Job Creator -> Folder uses Job Name
    New JobCreator option that reuses the base job folder for 'suffixed' jobs
    see Setup -> Job -> Job Creator -> Reuse base job folder in 'suffixed' jobs
    JobCreator defaults the project manager to the user logged on
   

This occurs only where user logged on designated as a project manager

see Employee -> double-click Position/Title -> Employee Type lookup -> Project Manager column

    New WordLink option to generate PDF's only
    see Setup -> Options2 -> Save PDF only (don't retain DOC file)
    New option to set location of folder holding GIS KMZ export/import files
    see Setup -> Job tab -> "Location of GIS KMZ folder"
    New "Supplier" dropdown in the Equipment screen
    New dropdown for pre-defined work descriptions in Timesheet screen
    see Timesheet -> to the left of the "Start" label
    Added ten extra legal description components
    see Lookup Tables -> Land / Legal Description / Oil Well Type
    Improved sorting & default behavior on screens and dialog boxes
    Job Status, Task Status, Job Type, Billing Type, Work Type, Contacts tab, Job Instructing Person, Job Billing Contact & more
    Sort Equipment list in Timesheet screen 
    see Equipment -> Sort field (to the right of [Inactive] field)
    Project Employee class charge override no longer overrides charge rates for disbursements
    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2015
    Export Payroll Timesheets to MYOB 2015
    Export Receipts (Accrual) to MYOB 2015
    Import Cards and Contacts from MYOB 2015
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2015 (IIF)
    Export Receipts (Accrual) to QuickBooks 2015 (IIF)
   

Export Clients and Invoices to QuickBooks 2015

Export Payroll Timesheets to QuickBooks 2015

Export Receipts (Accrual) to QuickBooks 2015

Import Customers from QuickBooks 2015

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015

Export Payroll Timesheets to Reckon Accounts 2015

Export Receipts (Accrual) to Reckon Accounts 2015

Import Customers from Reckon Accounts 2015

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2015

Import Customers from Sage50 2015

    Various bug fixes
Latitude Business Edition - 9215.1101
30 Nov 2015   Override Field Ticket Crew Time & Expense Work Types on each Style
   

Useful for companies that have several types of crews working on the same job

    This overrides the "Display for All" flag, crew chief & survey assistant work types and column headings
    Database Backup and Restore
    Improved utility to automate database backups. See HTG 5.13 - "Latitude Installation -> Backup and Restore SQL Database" for more information.
    Default Folder Location
    The default folder location to be used when a project or client folder is not set. Check the "Warn if no job/client folder set" if you want to see a prompt when the project or client folder is not set before any Wordlink output uses this alternate location to output its Word and/or PDF file.
    see Setup -> Options2 -> Report/Output -> Default Folder Location
    see Setup -> Options2 -> Report/Output -> Warn if no job/client folder set
    Employee End Date
   

New field to hold end date for a staff members' period of employment.

    New Reports
    Timesheets (for Date range, emp & job)(by Job, CBCode, Task Type) (Report #565) - see Reports -> Timesheets
    Modified Reports
    Employee hours between two dates for a work type (Report #48) - see Reports -> Employee/Equipment
    New "Force Page Break" option in selection criteria to start a new page for each employee
    Job Packet Sheet
    Client Email field located under the Fax field
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2016 (IIF)
    Export Receipts (Accrual) to QuickBooks 2016 (IIF)
   

Export Clients and Invoices to QuickBooks 2016

Export Payroll Timesheets to QuickBooks 2016

Export Receipts (Accrual) to QuickBooks 2016

Import Customers from QuickBooks 2016

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2015 (IIF)

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2016

Import Customers from Sage50 2016

  Various bug fixes
Latitude Business Edition - 9215.0301
24 Jul 2015   New option to set a hard maximum budget amount for each project task
   

Enter a budget amount for each task and users will not be able to exceed it

    see Setup -> Time -> Task budget limits time entry
    New Receipt WordLink
    Produce receipts using Word templates of your own design
    Updated Scheduler
   

New report showing schedule for a selected date

    see the Preview Day button to the left of the View Map button
    Branch dropdown filter now filters jobs and crews
    Enhanced Work Log
    Reverse approval
   

Approval can be reversed as long as no timesheets or disbursements created by the original approval have been invoiced

see Field Ticket -> Undo Approval

   

Drag and drop files to attach them to a Work Log

    Currently for Windows client only (not Latitude Remote Client)
    Option to not designate equipment owners
    see Lookup Tables -> Field Ticket Style Setup -> Track Emp Owners
    Work description & weather fields use Enter key for new lines
    New Work log equipment usage = "1/4" day
    Calculated as 0.25 of full cost
    New Reports
    Job Quote, Timesheet, Invoice Summary (Report #530) - see Reports -> Job/Project
    Lists the totals of timesheet amounts, quotes and invoices by CB code. 
    Equipment Issued (Report #533) - see Reports -> Employee/Equipment
    Lists equipment items that are currently issued to staff and when they were issued
    Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
    Determine how many hours each employees has worked. Useful for payroll
    Timesheets & Disbursements (for Date range & Job) (by Category, Job) (Report #562) - see Reports -> Employee/Equipment
    Used as an extra check by billing staff to ensure all time entered against a job is either invoiced or tracked as WIP (work in progress)
    Quote List (for Date range) (Report #563) - see Reports -> Financial
    List of all quotes with an option to export to a CSV file
    Modified Reports
    Daily Hrs Worked (for Date range & Employee) (by Date, Job & Emp) No Amount - see Reports -> Timesheets
    If the report is grouped by Employee, it now displays timesheet dates
    Complete Job Summary Report (Report #247) - see Reports -> Job/Project
    Defaults start date to a year ago from today
    Defaults end date to today
    Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee/Equipment
    Defaults start date to the 1st day of the current month
    Daily Hrs Worked (for Date range & Job) (by Date, Empl) (Report #145) - see Reports -> Timesheets
    New "Group By Employee" option groups timesheet by employee by date with a total quantity and charge amount for each day
    New "Wide Employee List" button in the timesheet screen to fully display longer employee names
    An alternative is to click an employee on the list and wait a few seconds for its tooltip to appear showing their full name
    Enhanced JobCreator to automate project creation
    New JobCreator option that appends the job name to the job folder
    see Setup -> Job -> Job Creator -> Folder uses Job Name
    New JobCreator option that reuses the base job folder for 'suffixed' jobs
    see Setup -> Job -> Job Creator -> Reuse base job folder in 'suffixed' jobs
    JobCreator defaults the project manager to the user logged on
   

This occurs only where user logged on designated as a project manager

see Employee -> double-click Position/Title -> Employee Type lookup -> Project Manager column

    New WordLink option to generate PDF's only
    see Setup -> Options2 -> Save PDF only (don't retain DOC file)
    New option to set location of folder holding GIS KMZ export/import files
    see Setup -> Job tab -> "Location of GIS KMZ folder"
    New "Supplier" dropdown in the Equipment screen
    New dropdown for pre-defined work descriptions in Timesheet screen
    see Timesheet -> to the left of the "Start" label
    Added ten extra legal description components
    see Lookup Tables -> Land / Legal Description / Oil Well Type
    Improved sorting & default behavior on screens and dialog boxes
    Job Status, Task Status, Job Type, Billing Type, Work Type, Contacts tab, Job Instructing Person, Job Billing Contact & more
    Sort Equipment list in Timesheet screen 
    see Equipment -> Sort field (to the right of [Inactive] field)
    Project Employee class charge override no longer overrides charge rates for disbursements
    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2015
    Export Payroll Timesheets to MYOB 2015
    Export Receipts (Accrual) to MYOB 2015
    Import Cards and Contacts from MYOB 2015
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2015 (IIF)
    Export Receipts (Accrual) to QuickBooks 2015 (IIF)
   

Export Clients and Invoices to QuickBooks 2015

Export Payroll Timesheets to QuickBooks 2015

Export Receipts (Accrual) to QuickBooks 2015

Import Customers from QuickBooks 2015

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015

Export Payroll Timesheets to Reckon Accounts 2015

Export Receipts (Accrual) to Reckon Accounts 2015

Import Customers from Reckon Accounts 2015

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2015

Import Customers from Sage50 2015

    Various bug fixes
Latitude Professional Edition - 9215.1101
30 Nov 2015   Default Folder Location
    The default folder location to be used when a project or client folder is not set. Check the "Warn if no job/client folder set" if you want to see a prompt when the project or client folder is not set before any Wordlink output uses this alternate location to output its Word and/or PDF file.
    see Setup -> Options2 -> Report/Output -> Default Folder Location
    see Setup -> Options2 -> Report/Output -> Warn if no job/client folder set
    Employee End Date
   

New field to hold end date for a staff members' period of employment.

    New Reports
    Timesheets (for Date range, emp & job)(by Job, CBCode, Task Type) (Report #565) - see Reports -> Timesheets
    Modified Reports
    Employee hours between two dates for a work type (Report #48) - see Reports -> Employee/Equipment
    New "Force Page Break" option in selection criteria to start a new page for each employee
    Job Packet Sheet
    Client Email field located under the Fax field
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2016 (IIF)
    Export Receipts (Accrual) to QuickBooks 2016 (IIF)
   

Export Clients and Invoices to QuickBooks 2016

Export Payroll Timesheets to QuickBooks 2016

Export Receipts (Accrual) to QuickBooks 2016

Import Customers from QuickBooks 2016

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2015 (IIF)

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2016

Import Customers from Sage50 2016

    Various bug fixes
Latitude Professional Edition - 9215.0301
24 Jul 2015   New option to set a hard maximum budget amount for each project task
   

Enter a budget amount for each task and users will not be able to exceed it

    see Setup -> Time -> Task budget limits time entry
    Extra project charge overrides
    New Employee Billing Charge Rate override using Task Type. Allows you to set a single charge rate for each Task Type for a given Job 
    New Employee Billing Charge Rate override using a Rate Schedule. Allows you to enter standard Rate Schedules and then nominate the Schedule to be used on a given Job 
    Multiple Quotes
    Create multiple Quotations per job and flag as many as you like current, so you can keep track of the total of all variations to the original quote accepted by your customer. Each quote can have multiple lines. Each detail line can be linked to a task
    New Receipt WordLink
    Produce receipts using Word templates of your own design
    New Reports
    Job Quote, Timesheet, Invoice Summary (Report #530) - see Reports -> Job/Project
    Lists the totals of timesheet amounts, quotes and invoices by CB code. 
    Equipment Issued (Report #533) - see Reports -> Employee/Equipment
    Lists equipment items that are currently issued to staff and when they were issued
    Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
    Determine how many hours each employees has worked. Useful for payroll
    Timesheets & Disbursements (for Date range & Job) (by Category, Job) (Report #562) - see Reports -> Employee/Equipment
    Used as an extra check by billing staff to ensure all time entered against a job is either invoiced or tracked as WIP (work in progress)
    Quote List (for Date range) (Report #563) - see Reports -> Financial
    List of all quotes with an option to export to a CSV file
    Modified Reports
    Daily Hrs Worked (for Date range & Employee) (by Date, Job & Emp) No Amount - see Reports -> Timesheets
    If the report is grouped by Employee, it now displays timesheet dates
    Complete Job Summary Report (Report #247) - see Reports -> Job/Project
    Defaults start date to a year ago from today
    Defaults end date to today
    Employee Timesheet (by Employee) (Report #195) - see Reports -> Employee/Equipment
    Defaults start date to the 1st day of the current month
    Daily Hrs Worked (for Date range & Job) (by Date, Empl) (Report #145) - see Reports -> Timesheets
    New "Group By Employee" option groups timesheet by employee by date with a total quantity and charge amount for each day
    New "Wide Employee List" button in the timesheet screen to fully display longer employee names
    An alternative is to click an employee on the list and wait a few seconds for its tooltip to appear showing their full name
    Enhanced JobCreator to automate project creation
    New JobCreator option that appends the job name to the job folder
    see Setup -> Job -> Job Creator -> Folder uses Job Name
    New JobCreator option that reuses the base job folder for 'suffixed' jobs
    see Setup -> Job -> Job Creator -> Reuse base job folder in 'suffixed' jobs
    JobCreator defaults the project manager to the user logged on
   

This occurs only where user logged on designated as a project manager

see Employee -> double-click Position/Title -> Employee Type lookup -> Project Manager column

    New WordLink option to generate PDF's only
    see Setup -> Options2 -> Save PDF only (don't retain DOC file)
    New option to set location of folder holding GIS KMZ export/import files
    see Setup -> Job tab -> "Location of GIS KMZ folder"
    New "Supplier" dropdown in the Equipment screen
    New dropdown for pre-defined work descriptions in Timesheet screen
    see Timesheet -> to the left of the "Start" label
    Added ten extra legal description components
    see Lookup Tables -> Land / Legal Description / Oil Well Type
    Improved sorting & default behavior on screens and dialog boxes
    Job Status, Task Status, Job Type, Billing Type, Work Type, Contacts tab, Job Instructing Person, Job Billing Contact & more
    Sort Equipment list in Timesheet screen 
    see Equipment -> Sort field (to the right of [Inactive] field)
    Project Employee class charge override no longer overrides charge rates for disbursements
    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2015
    Export Payroll Timesheets to MYOB 2015
    Export Receipts (Accrual) to MYOB 2015
    Import Cards and Contacts from MYOB 2015
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2015 (IIF)
    Export Receipts (Accrual) to QuickBooks 2015 (IIF)
   

Export Clients and Invoices to QuickBooks 2015

Export Payroll Timesheets to QuickBooks 2015

Export Receipts (Accrual) to QuickBooks 2015

Import Customers from QuickBooks 2015

    Accounting Link to Reckon
   

Export Clients and Invoices to Reckon Accounts 2015

Export Payroll Timesheets to Reckon Accounts 2015

Export Receipts (Accrual) to Reckon Accounts 2015

Import Customers from Reckon Accounts 2015

    Accounting Link to Sage
   

Export Clients and Invoices to Sage50 2015

Import Customers from Sage50 2015

    Various bug fixes

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