|
Latitude Corporate Edition - 9215.1101
|
||
| Nov 30, 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
|
||
| Jul 24, 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
|
||
| Nov 30, 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
|
||
| Jul 24, 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
|
||
| Nov 30, 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
|
||
| Jul 24, 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 | ||