2016 with latest downloads
Latitude 9200 series
Latitude Corporate Edition 9216.1203 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9216.1203 is the latest version

Major Release

Latitude Corporate Edition - 9216.1201
23 Nov 2016   Enhanced Workflow
   

        Project Managers can stop any workflow step and then restart it at a later date. This suppresses notifications until the step is restarted

        Assign 'Project Manager / Job Captain' and 'Project 2nd Manager / Job Sub-Captain' roles rather than specific employees to workflow Steps and Actions. This allows you to change project staff without having to change each workflow. It also makes it easier to reuse Template Workflows on many projects. To assign more than one project manager to a steps or action use 'Notify Groups' for each combination of project managers

        Directly enter actual end dates to end workflow actions

        Automatically emails the project manager when a workflow is complete

        New workflow 'Preview' lists workflow steps and their actions, statuses, estimated dates, actual dates and employee assignments

        Build-up new workflows from existing workflows in other projects

        See Workflow screen -> right-click on a Step/Action at the top and select "Insert Workflow..."

        New 'Change Estimates' function controls who can change workflow action date estimates with options to only change the one date, only make changes to avoid overlapping actions or to change all dates to keep the same date spread.

        See Workflow screen -> right-click on an Action -> click "Change Est"

        New billing action. Use 'Invoice' action type to more easily incorporate billing in workflows

    Enhanced Scheduler
   

Display scheduled projects for a crew chief in the Notification screen in addition to just receiving email notifications

   

Hide scheduled projects on the Notification screen when they are finished

See Notifications screen -> right-click on any of the scheduled jobs and select "Close" menu item

    Directly open scheduled projects from the Notification screen
    See Notifications screen -> double-click on any of the scheduled projects or right-click and select "Open" menu item
    Automated Notification of Equipment & Staff Registration, Calibration & Medicals Due
   

Remind maintenance staff that equipment and vehicle inspection, registration, calibration or maintenance is due

See Equipment screen -> click "Register" button

   

Remind managers or HR staff that employee certifications, licenses, medicals or other credentials are due to expire and need to be updated

See Employee screen -> click "Register" button

    New Notification Backstop to ensure Nothing is Missed
    Ensure notifications for inactive staff or for groups without any active employees are rerouted to nominated active employees
   

Nominate permanent employees as "Database Owners"

See Management -> Employee screen -> Database Owner -> set to "Yes"

   

List active employees in Notify Groups

See Lookup Tables -> Notify Group -> click "Preview" button

    Filter and Sort Notifications
    Filter notification list items by Client, Project, Workflow Status and Resource assignment
   

Sort notification list items by Date (ie. Urgency), Priority (ie. Importance), Project, Client, Workflow Status and Resource

Set sort direction eg. most urgent to least urgent or vice versa

    Improved Support for Different Types of Work Log
   

Separate field work hours for each field crew working on the same project by using different types of work log

See Field Ticket screen -> Add Ticket -> pick "Ticket Style" in the dropdown

   

Different work log types (ie. ticket styles) are configurable with separate lists of equipment items, supplies, crew work and expected crew expenses

To configure, see Ribbon -> Lookup Tables -> Field Ticket Style Setup

    Extra Work Log Description
   

A second work description field to hold detailed field notes that are NOT to be used in timesheet descriptions. Run "Report #577 Work Log Summary Descriptions" to list them

See Lookup Tables -> Field Ticket Style Setup -> tick "Description 2" to "Yes"

    Project Replication
    Replicate (copy) an existing project to create a new project
    Option to also copy project site location details (address, lat/long, legal description etc)
    Option to reuse the source project folder in the new project (by default Latitude creates a new project folder for each new project)
    Option to create a folder for the new project as a subfolder inside the project folder of the source project
   

Only works with the standard JobCreator (fkeyStandard2)

No other JobCreators have this option

   

NOTE:

During the upgrade to this version of Latitude all settings for the JobCreator fkeyStandard are automatically moved to the improved JobCreator fkeyStandard2

    See Project screen -> "Replicate Job" button
    Filter and Sort Overall Timesheets on a Project
    Pick the "Employee" or "Work Type" from the column drop-down headers to filter the timesheets
    Click the "Sort" buttons to sort by Employee, Date, Work Type, Task Code, CB Code and Invoice Number
    New Mobile Timesheets Screen for iOS & Android Phones & Tablets
    Mobile timesheet screen suitable for low resolution devices that makes it easy to enter time and expenses from the field
    Requires suitable server & network infrastructure and client app installed on your mobile devices
    Set Week Start Day for Weekly Timesheets
    Set the day (eg. Sunday , Monday etc) to start the week in the weekly timesheet screen
   

To change this, see Setup -> Time -> "First day of the week"

"Monday" is the default

    4 Extra User Fields in Employee screen
   

Additional user fields for more detail entry

    QuickBooks Invoice Link is now 50 times Faster
   

Faster invoice export to QuickBooks

    QuickBooks Invoice Link based on Invoice Status
    Export invoices based on invoice status: Draft, Submitted or All
    By default, the option is set to "Submitted"
    Only available for direct exports ie. NOT the older style exports that use IIF files
    QuickBooks Payroll Timesheet Link
   

New option to set the QuickBooks Payroll Class when exporting timesheets to QuickBooks Payroll

See Setup -> Acct Link -> QuickBooks

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Reckon Invoice Link is now 50 times Faster
            Faster invoice export to Reckon
    Reckon Invoice Link based on Invoice Status
   

Export invoices based on invoice status: Draft, Submitted or All

By default, the option is set to "Submitted"

            Only available for direct exports ie. NOT the older style exports that use IIF files
    Reckon Payroll Timesheet Link
            New option to set the Reckon Payroll Class when exporting timesheets to Reckon Payroll
                    See Setup -> Acct Link -> Reckon
   

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Fill Quotes from Rate Schedules
            See Lookup Tables -> "Rate Schedules" -> set "Can Fill Quote" and "Current" columns to Yes
            Enter sort number in "Sort" column to set the order you want the rate schedule items to appear in quotes
    Task Actual Cost & Charge Value Auto-Calculation
   

Automatically update the actual Cost and Charge amounts in tasks as timesheets are entered by employees

        NOTE:

                            Task cost and charge rates are not editable
                            Disbursements are not used in the calculations
            See Setup -> Time -> Update Task Actual Qty, Cost & Charge Amounts when (timesheets are saved)
    Hide Unused Tabs in Employee Screen
   

        Minimize screen clutter

        See Setup -> Task/Emp -> Hide Employee Tabs

    Rename Timesheet screen Tabs
            Refer to Custom Fields "Tabs" section for a full list of tab names
            See Administration -> Custom Field -> enter the "Tab Control Name" in the "Control Name" column then enter the new "Tab" caption in the "New Control Text" column
    Display "Job Description" instead of "Job Name" on the Weekly Timesheet screen
            See Setup -> Time -> tick the "Display Job Description"
    Option to Hide Costs in Project screen Timesheet tab
            New "frmJobsfrmTimesheetsCosts" entry in object security. When given a security code, it hides the "Cost" columns in the Project screen -> Timesheet tab
    Improved Reports
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
                    Timesheet details are now sorted from earliest to recent dates
            Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
                    Improved loading speed
            Job Hrs Cost/Charged (for date range & Job) (by Job, Work Type & Date) (Report #108) - see Reports -> Job/Project
                    Widened "Qty" column
            Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
                    Narrowed project, ticket number, regular qty, OT claim and total qty to fit more work type description
            Work Log Summary Descriptions (Report #577) - see Reports -> Timesheets
                   Lists work log/field ticket descriptions in a project for a date range
            Job Work Value WIP Report by Job Captain for a Date Range (Report #180) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Site Location" or "Job Name" column
            Job Timesheet & Invoice Difference by Job No (for date range & job status) (Report #216) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Only jobs with timesheets" or show "Jobs with no timesheets"
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2017 (IIF)
    Export Receipts (Accrual) to QuickBooks 2017 (IIF)
    Export Clients and Invoices to QuickBooks 2017
    Export Payroll Timesheets to QuickBooks 2017
    Export Receipts (Accrual) to QuickBooks 2017
    Import Customers from QuickBooks 2017
    Accounting Link to Sage
   

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

    Various bug fixes
Latitude 9200 series
Latitude Business Edition 9216.1203 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9216.1203 is the latest version

Major Release

Latitude Business Edition - 9216.1201
23 Nov 2016   Enhanced Scheduler
   

Display scheduled projects for a crew chief in the Notification screen in addition to just receiving email notifications

   

Hide scheduled projects on the Notification screen when they are finished

See Notifications screen -> right-click on any of the scheduled projects and select "Close" menu item

    Directly open scheduled projects from the Notification screen
    See Notifications screen -> double-click on any of the scheduled project or right-click and select "Open" menu item
    Automated Notification of Equipment & Staff Registration, Calibration & Medicals Due
   

Remind maintenance staff that equipment and vehicle inspection, registration, calibration or maintenance is due

See Equipment screen -> click "Register" button

   

Remind managers or HR staff that employee certifications, licenses, medicals or other credentials are due to expire and need to be updated

See Employee screen -> click "Register" button

    New Notification Backstop to ensure Nothing is Missed
    Ensure notifications for inactive staff or for groups without any active employees are rerouted to nominated active employees
   

Nominate permanent employees as "Database Owners"

See Management -> Employee screen -> Database Owner -> set to "Yes"

   

List active employees in Notify Groups

See Lookup Tables -> Notify Group -> click "Preview" button

    Filter and Sort Notifications
    Filter notification list items by Client, Project, Workflow Status and Resource assignment
   

Sort notification list items by Date (ie. Urgency), Priority (ie. Importance), Project, Client, Workflow Status and Resource

Set sort direction eg. most urgent to least urgent or vice versa

    Improved Support for Different Types of Work Log
   

Separate field work hours for each field crew working on the same project by using different types of work log

See Field Ticket screen -> Add Ticket -> pick "Ticket Style" in the dropdown

   

Different work log types (ie. ticket styles) are configurable with separate lists of equipment items, supplies, crew work and expected crew expenses

To configure, see Ribbon -> Lookup Tables -> Field Ticket Style Setup

    Extra Work Log Description
   

A second work description field to hold detailed field notes that are NOT to be used in timesheet descriptions. Run "Report #577 Work Log Summary Descriptions" to list them

See Lookup Tables -> Field Ticket Style Setup -> tick "Description 2" to "Yes"

    Project Replication
    Replicate (copy) an existing project to create a new project
    Option to also copy project site location details (address, lat/long, legal description etc)
    Option to reuse the source project folder in the new project (by default Latitude creates a new project folder for each new project)
    Option to create a folder for the new project as a subfolder inside the project folder of the source project
   

Only works with the standard JobCreator (fkeyStandard2)

No other JobCreators have this option

   

NOTE:

During the upgrade to this version of Latitude all settings for the JobCreator fkeyStandard are automatically moved to the improved JobCreator fkeyStandard2

    See Project screen -> "Replicate Job" button
    Filter and Sort Overall Timesheets on a Project
    Pick the "Employee" or "Work Type" from the column drop-down headers to filter the timesheets
    Click the "Sort" buttons to sort by Employee, Date, Work Type, Task Code, CB Code and Invoice Number
    New Mobile Timesheets Screen for iOS & Android Phones & Tablets
    Mobile timesheet screen suitable for low resolution devices that makes it easy to enter time and expenses from the field
    Requires suitable server & network infrastructure and client app installed on your mobile devices
    Set Week Start Day for Weekly Timesheets
    Set the day (eg. Sunday , Monday etc) to start the week in the weekly timesheet screen
   

To change this, see Setup -> Time -> "First day of the week"

"Monday" is the default

    4 Extra User Fields in Employee screen
   

Additional user fields for more detail entry

    QuickBooks Invoice Link is now 50 times Faster
   

Faster invoice export to QuickBooks

    QuickBooks Invoice Link based on Invoice Status
    Export invoices based on invoice status: Draft, Submitted or All
    By default, the option is set to "Submitted"
    Only available for direct exports ie. NOT the older style exports that use IIF files
    QuickBooks Payroll Timesheet Link
   

New option to set the QuickBooks Payroll Class when exporting timesheets to QuickBooks Payroll

See Setup -> Acct Link -> QuickBooks

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Reckon Invoice Link is now 50 times Faster
            Faster invoice export to Reckon
    Reckon Invoice Link based on Invoice Status
   

Export invoices based on invoice status: Draft, Submitted or All

By default, the option is set to "Submitted"

            Only available for direct exports ie. NOT the older style exports that use IIF files
    Reckon Payroll Timesheet Link
            New option to set the Reckon Payroll Class when exporting timesheets to Reckon Payroll
                    See Setup -> Acct Link -> Reckon
   

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Fill Quotes from Rate Schedules
            See Lookup Tables -> "Rate Schedules" -> set "Can Fill Quote" and "Current" columns to Yes
            Enter sort number in "Sort" column to set the order you want the rate schedule items to appear in quotes
    Task Actual Cost & Charge Value Auto-Calculation
   

Automatically update the actual Cost and Charge amounts in tasks as timesheets are entered by employees

        NOTE:

                            Task cost and charge rates are not editable
                            Disbursements are not used in the calculations
            See Setup -> Time -> Update Task Actual Qty, Cost & Charge Amounts when (timesheets are saved) 
    Hide Unused Tabs in Employee Screen
   

        Minimize screen clutter

        See Setup -> Task/Emp -> Hide Employee Tabs

    Rename Timesheet screen Tabs
            Refer to Custom Fields "Tabs" section for a full list of tab names
            See Administration -> Custom Field -> enter the "Tab Control Name" in the "Control Name" column then enter the new "Tab" caption in the "New Control Text" column
    Display "Job Description" instead of "Job Name" on the Weekly Timesheet screen
            See Setup -> Time -> tick the "Display Job Description"
    Option to Hide Costs in Project screen Timesheet tab
            New "frmJobsfrmTimesheetsCosts" entry in object security. When given a security code, it hides the "Cost" columns in the Project screen -> Timesheet tab
    Improved Reports
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
                    Timesheet details are now sorted from earliest to recent dates
            Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
                    Improved loading speed
            Job Hrs Cost/Charged (for date range & Job) (by Job, Work Type & Date) (Report #108) - see Reports -> Job/Project
                    Widened "Qty" column
            Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
                    Narrowed project, ticket number, regular qty, OT claim and total qty to fit more work type description
            Work Log Summary Descriptions (Report #577) - see Reports -> Timesheets
                   Lists work log/field ticket descriptions in a project for a date range
            Job Work Value WIP Report by Job Captain for a Date Range (Report #180) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Site Location" or "Job Name" column
            Job Timesheet & Invoice Difference by Job No (for date range & job status) (Report #216) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Only jobs with timesheets" or show "Jobs with no timesheets"
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2017 (IIF)
    Export Receipts (Accrual) to QuickBooks 2017 (IIF)
    Export Clients and Invoices to QuickBooks 2017
    Export Payroll Timesheets to QuickBooks 2017
    Export Receipts (Accrual) to QuickBooks 2017 
    Import Customers from QuickBooks 2017 
    Accounting Link to Sage
   

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

    Various bug fixes
Latitude 9200 series
Latitude Professional Edition 9216.1203 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9216.1203 is the latest version

Major Release

Latitude Professional Edition - 9216.1201
23 Nov 2016   Project Replication
    Replicate (copy) an existing project to create a new project
    Option to also copy project site location details (address, lat/long, legal description etc)
    Option to reuse the source project folder in the new project (by default Latitude creates a new project folder for each new project)
    Option to create a folder for the new project as a subfolder inside the project folder of the source project
   

Only works with the standard JobCreator (fkeyStandard2)

No other JobCreators have this option

   

NOTE:

During the upgrade to this version of Latitude all settings for the JobCreator fkeyStandard are automatically moved to the improved JobCreator fkeyStandard2

    See Project screen -> "Replicate Job" button
    Filter and Sort Overall Timesheets on a Project
    Pick the "Employee" or "Work Type" from the column drop-down headers to filter the timesheets
    Click the "Sort" buttons to sort by Employee, Date, Work Type, Task Code, CB Code and Invoice Number
    Set Week Start Day for Weekly Timesheets
    Set the day (eg. Sunday , Monday etc) to start the week in the weekly timesheet screen
   

To change this, see Setup -> Time -> "First day of the week"

"Monday" is the default

    4 Extra User Fields in Employee screen
   

Additional user fields for more detail entry

    QuickBooks Invoice Link is now 50 times Faster
   

Faster invoice export to QuickBooks

    QuickBooks Invoice Link based on Invoice Status
    Export invoices based on invoice status: Draft, Submitted or All
    By default, the option is set to "Submitted"
    Only available for direct exports ie. NOT the older style exports that use IIF files
    QuickBooks Payroll Timesheet Link
   

New option to set the QuickBooks Payroll Class when exporting timesheets to QuickBooks Payroll

See Setup -> Acct Link -> QuickBooks

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Reckon Invoice Link is now 50 times Faster
            Faster invoice export to Reckon
    Reckon Invoice Link based on Invoice Status
   

Export invoices based on invoice status: Draft, Submitted or All

By default, the option is set to "Submitted"

            Only available for direct exports ie. NOT the older style exports that use IIF files
    Reckon Payroll Timesheet Link
            New option to set the Reckon Payroll Class when exporting timesheets to Reckon Payroll
                    See Setup -> Acct Link -> Reckon
   

Select 'Use Job User Fields' in the 'Payroll Class' drop-down

Designate a project user field to hold the 'Payroll Class' of each project

    Fill Quotes from Rate Schedules
            See Lookup Tables -> "Rate Schedules" -> set "Can Fill Quote" and "Current" columns to Yes
            Enter sort number in "Sort" column to set the order you want the rate schedule items to appear in quotes
    Task Actual Cost & Charge Value Auto-Calculation
   

Automatically update the actual Cost and Charge amounts in tasks as timesheets are entered by employees

        NOTE:

                            Task cost and charge rates are not editable
                            Disbursements are not used in the calculations
            See Setup -> Time -> Update Task Actual Qty, Cost & Charge Amounts when (timesheets are saved) 
    Hide Unused Tabs in Employee Screen
   

        Minimize screen clutter

        See Setup -> Task/Emp -> Hide Employee Tabs

    Rename Timesheet screen Tabs
            Refer to Custom Fields "Tabs" section for a full list of tab names
            See Administration -> Custom Field -> enter the "Tab Control Name" in the "Control Name" column then enter the new "Tab" caption in the "New Control Text" column
    Display "Job Description" instead of "Job Name" on the Weekly Timesheet screen
            See Setup -> Time -> tick the "Display Job Description"
    Option to Hide Costs in Project screen Timesheet tab
            New "frmJobsfrmTimesheetsCosts" entry in object security. When given a security code, it hides the "Cost" columns in the Project screen -> Timesheet tab
    Improved Reports
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
                    Timesheet details are now sorted from earliest to recent dates
            Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity
                    Improved loading speed
            Job Hrs Cost/Charged (for date range & Job) (by Job, Work Type & Date) (Report #108) - see Reports -> Job/Project
                    Widened "Qty" column
            Employee Hours & Overtime Claim (for Date range, Employee & Job) (by Category) (Report #561) - see Reports -> Employee/Equipment
                    Narrowed project, ticket number, regular qty, OT claim and total qty to fit more work type description
            Work Log Summary Descriptions (Report #577) - see Reports -> Timesheets
                   Lists work log/field ticket descriptions in a project for a date range
            Job Work Value WIP Report by Job Captain for a Date Range (Report #180) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Site Location" or "Job Name" column
            Job Timesheet & Invoice Difference by Job No (for date range & job status) (Report #216) - see Reports -> Job/Project
                   New "Show" dropdown option with selections to show "Only jobs with timesheets" or show "Jobs with no timesheets"
    Accounting Link to QuickBooks
   

Export Clients and Invoices to QuickBooks 2017 (IIF)

Export Receipts (Accrual) to QuickBooks 2017 (IIF)

Export Clients and Invoices to QuickBooks 2017

Export Payroll Timesheets to QuickBooks 2017

Export Receipts (Accrual) to QuickBooks 2017

Import Customers from QuickBooks 2017

    Accounting Link to Sage
   

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

    Various bug fixes

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