Software
Latitude 9200 series
Latitude Corporate Edition 9217.0111 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9217.0111 is the latest version

Minor Release

Latitude Corporate Edition - 9217.0111
 6 Sep 2017   Accounting Link to MYOB
            Export Clients and Invoices to MYOB 2017
    Export Payroll Timesheets to MYOB 2017
            Export Receipts (Accrual) to MYOB 2017
    Import Cards and Contacts from MYOB 2017
            Export Clients and Invoices to MYOB Accounting Plus 2017
    Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2017
    Export Payroll Timesheets to MYOB Accounting Plus 2017
    Export Receipts (Accrual) to MYOB Accounting Plus 2017
            Import Cards and Contacts from MYOB Accounting Plus 2017
    Export Clients and Invoices to MYOB Premier 2017
            Export Clients and Invoices (Professional Sales) to MYOB Premier 2017
    Export Payroll Timesheets to MYOB Premier 2017
    Export Receipts (Accrual) to MYOB Premier 2017
    Import Cards and Contacts from MYOB Premier 2017
    Various bug fixes

Major Release

Latitude Corporate Edition - 9217.0101
16 May 2017   Enhanced Project Workflow
    Automate the flow of work between staff. As one employee finishes work on a project eg. drafting, the project is added to the next person in the workflow's 'in box' eg. to check the drawing
   

Workflows can now be created for tasks, sub-tasks and sub-sub-tasks, so you can have large numbers of parallel workflows running on the same project (see Task item screen -> Workflow tab)

   

Complete workflow actions from the My Notifications view in the Latitude Viewer without the action loading a screen. To complete an action, right-click the action -> click 'Complete'

    Have project workflow steps automatically update job status when all their component actions are complete ie. when all action statuses = "Success". See WorkFlow screen -> Step -> 'On Success, set Status to'
    Have project workflow actions automatically update job status when they are completed ie. when their status = "Success". See WorkFlow screen -> Action -> 'On Success, set Status to' field.
    Added a 'Manual' workflow action type to allow you to create a workflow action for work entirely outside Latitude and so not associated with any particular Latitude screen
    Have task workflow steps automatically update task status when all their component actions are complete ie. when all action statuses = "Success". See WorkFlow screen -> Step -> 'On Success, set Status to'
    Have task workflow actions automatically update task status when they are completed ie. when their status = "Success". See WorkFlow screen -> Action -> 'On Success, set Status to' field.
    Workflow actions are now locked while a workflow is running
    Latitude Viewer
    New Latitude Viewer that presents data most relevant to each users role in the business. Data views display information that can be quickly filtered and then drilled into to see the source data from Latitude screens. See Ribbon -> Latitude Viewer
    My Notifications View
    Displays all notifications for an employee and replaces the older Notifications screen.
    Right click or double click a notification to act on it
    Projects View
    Displays all active projects and project tasks being managed by a project manager
    Filter the view to see projects belonging to other project managers
    Security settings to limit who can see the view
    My Timesheets View
    Displays a users timesheets for a day
    By default, it displays their timesheets for today
    Enter date to see timesheets for a different day
    Right click or double click a time entry to open the timesheet screen
    Outstanding Invoices View
    Lists all outstanding invoices with the greatest amount due at the top of the list
    Right click or double click an invoice to see full details
    Views can be configured to display or hide columns for all users or separately for each user
    Configure a Latitude View the same way for all users
    See Ribbon -> Lookup Tables -> Latitude View
    Pick and configure the view
    Click the "Apply to all users" button to save and apply the changes to all users
    Configure a Latitude View for a single user
    See Ribbon -> Latitude Viewer
    Pick and configure the view using the "Format" button
    Click the "Close" button to save the changes
    Configuration Options
    Show or hide Latitude views (see Lookup Tables -> Latitude View -> Show on Viewer)
    Hide records older than a set date (see Lookup Tables -> Latitude View)
    Projects view
    Hiding projects older than a date will hide old projects even if they are not yet closed
    Outstanding Invoices view
    Hiding invoices older than a date will hide old invoices even if they are not yet fully paid. Note, Latitude treats invoices without receipts as outstanding
    The default date to hide old records in views is "Jan 1, 2010"
    Set the order the Latitude Views appear in the Latitude Viewer (see Lookup Tables -> Latitude View -> View Sort)
    Change column widths of Latitude Views (see Lookup Tables -> Latitude View -> Twip column)
    Hide columns in Latitude Views using Object Security (see Lookup Tables -> Latitude View -> Security Code column)
    Hide columns in Latitude Views overriding their Object Security settings (see Lookup Tables -> Latitude View -> Current column)
    Set the order the columns of data appear in each Latitude View (see Lookup Tables -> Latitude View -> Sort column)
    Filter and sort views at the column level by clicking on column headers. To filter, select Text Filters and enter what you want to filter on. To sort, simply click the sort direction A to Z or Z to A. These options are NOT saved and are forgotten when you move to another view. If you want to save filters and sorts even after you log out, use the filter and sort controls located on the upper section of the Latitude Viewer screen. Some views have extra filters in the area immediately under their tabs.
    Management Overhead Time
    Track and charge for management time on projects without managers having to record every 30 second interaction they have with staff on each project they are responsible for during a day.
    As subordinate staff enter their timesheets, Latitude automatically creates notional timesheets for managers calculated as a percentage of subordinate hours entered on each project.
    At the end of each day managers can see their notional timesheet for each project and can adjust them (or not) as they see fit.
    Set percentages for any number of managers involved in projects. At a minimum this includes the project manager, but can also include CAD managers, project directors, operations managers etc.
    Configurable WordLink Output File Name Format
    Define your own file name format for each type of document Latitude generates. Set the file name format for quotation, job packet sheet, field ticket, timesheet, register document, invoice, statement and receipt WordLink documents. (see Administration -> Setup -> Job tab -> WordLink Output File Name Format).
    NOTE: After you set a WordLink file name format, all new files created will follow the new format but any existing files will retain the file names they were created with.
    Windows 10 compatibility
    Improved Latitude compatibility with the latest Windows 10 operating system.
    Microsoft Office 2016 compatibility
    Improved Latitude compatibility with Microsoft Office 2016. Latitude now works even better with Word 2016, Excel 2016 and other Office 2016 applications.
    Microsoft Office 2013 compatibility
    Improved Latitude compatibility with Microsoft Office 2013. Latitude now works even better with Word 2013, Excel 2013 and other Office 2013 applications.
    Export Reports to Word
    Improved link to Word so you can more efficiently open reports in Latitude and export them to Microsoft Word. You can then edit the reports in Word before presenting them to your staff, managers and clients.
    Email Quotes, Invoices & Reports Directly From Preview
    Preview quotes, invoices and reports, click a button and have Latitude create a new email with the quote, invoice or report as an attachment.
    Go to a quote, invoice or report -> preview it -> right click anywhere on the preview -> click "Send to" -> click "Mail Recipient" -> click PDF format -> click OK.
    Note, this feature only works with Windows email client such Microsoft Outlook and is not available with the Latitude runtime client.
    New Reports
    Work Log Timesheets (Report #608) - see Reports -> Timesheets
    This report shows work log details for a selected date range, job(s) and totalled on different work types on each job. This report can be summarized.
    Timesheets Invoiced Actual Work Qty (for date range & job) (by Job, Ts Date & Invoice) (Report #610) - see Reports -> Timesheets
   

Actual time worked (Work Qty) on timesheets allocated to invoices in a selected date range, sorted by job number, timesheet date & invoice.

    Improved Reports
            Project Profitability Detail (Report #448) - see Reports -> Job / Project
    This report now displays the "charged time/disbursement value (ie. allocated time/disbursement linked to invoice line items)" correctly
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
    This report now displays the work log details of the field timesheets using work types belonging to the work type group = "field work"
            Work Types (for Date range, Job & Work Type) (by Work Type, Job & Date) (Report #148) - see Reports -> Timesheets
    This report shows the timesheets for a selected date range and job(s) broken into and totalled on different work types and totalled for each job. This report can be summarised.
    New show "Cost And Charge" option to show the cost & charge amount columns
    New show "Charge Only" option to show the charge rate & charge amount columns. Charge rate column displays the prorated value, ie. (total qty / total extension)
            Timesheets Invoiced (for date range & job) (by Job, Ts Date & Invoice) (Report #153) - Reports -> Timesheets
    Timesheets allocated to invoices in a selected date range, sorted by Job No, timesheet date & invoice
            Timesheets & Disbursements Invoiced (for Invoice)(by Job, Date, Emp) (Report#470) - Reports -> Timesheets
    List timesheets & disbursements for the selected invoice. Sorted by job, date & employee.
    Display field ticket number to the left of the "Work Description" column
    Various bug fixes
Latitude 9200 series
Latitude Business Edition 9217.0111 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9217.0111 is the latest version

Minor Release

Latitude Business Edition - 9217.0111
 6 Sep 2017   Accounting Link to MYOB
            Export Clients and Invoices to MYOB 2017
    Export Payroll Timesheets to MYOB 2017
            Export Receipts (Accrual) to MYOB 2017
    Import Cards and Contacts from MYOB 2017
            Export Clients and Invoices to MYOB Accounting Plus 2017
    Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2017
    Export Payroll Timesheets to MYOB Accounting Plus 2017
    Export Receipts (Accrual) to MYOB Accounting Plus 2017
            Import Cards and Contacts from MYOB Accounting Plus 2017
    Export Clients and Invoices to MYOB Premier 2017
            Export Clients and Invoices (Professional Sales) to MYOB Premier 2017
    Export Payroll Timesheets to MYOB Premier 2017
    Export Receipts (Accrual) to MYOB Premier 2017
    Import Cards and Contacts from MYOB Premier 2017
    Various bug fixes

Major Release

Latitude Business Edition - 9217.0101
 16 May 2017   Latitude Viewer
    New Latitude Viewer that presents data most relevant to each users role in the business. Data views display information that can be quickly filtered and then drilled into to see the source data from Latitude screens. See Ribbon -> Latitude Viewer
    My Notifications View
    Displays all notifications for an employee and replaces the older Notifications screen.
    Right click or double click a notification to act on it
    Projects View
    Displays all active projects and project tasks being managed by a project manager
    Filter the view to see projects belonging to other project managers
    Security settings to limit who can see the view
    My Timesheets View
    Displays a users timesheets for a day
    By default, it displays their timesheets for today
    Enter date to see timesheets for a different day
    Right click or double click a time entry to open the timesheet screen
    Outstanding Invoices View
    Lists all outstanding invoices with the greatest amount due at the top of the list
    Right click or double click an invoice to see full details
    Views can be configured to display or hide columns for all users or separately for each user
    Configure a Latitude View the same way for all users
    See Ribbon -> Lookup Tables -> Latitude View
    Pick and configure the view
    Click the "Apply to all users" button to save and apply the changes to all users
    Configure a Latitude View for a single user
    See Ribbon -> Latitude Viewer
    Pick and configure the view using the "Format" button
    Click the "Close" button to save the changes
    Configuration Options
    Show or hide Latitude views (see Lookup Tables -> Latitude View -> Show on Viewer)
    Hide records older than a set date (see Lookup Tables -> Latitude View)
    Projects view
    Hiding projects older than a date will hide old projects even if they are not yet closed
    Outstanding Invoices view
    Hiding invoices older than a date will hide old invoices even if they are not yet fully paid. Note, Latitude treats invoices without receipts as outstanding
    The default date to hide old records in views is "Jan 1, 2010"
    Set the order the Latitude Views appear in the Latitude Viewer (see Lookup Tables -> Latitude View -> View Sort)
    Change column widths of Latitude Views (see Lookup Tables -> Latitude View -> Twip column)
    Hide columns in Latitude Views using Object Security (see Lookup Tables -> Latitude View -> Security Code column)
    Hide columns in Latitude Views overriding their Object Security settings (see Lookup Tables -> Latitude View -> Current column)
    Set the order the columns of data appear in each Latitude View (see Lookup Tables -> Latitude View -> Sort column)
    Filter and sort views at the column level by clicking on column headers. To filter, select Text Filters and enter what you want to filter on. To sort, simply click the sort direction A to Z or Z to A. These options are NOT saved and are forgotten when you move to another view. If you want to save filters and sorts even after you log out, use the filter and sort controls located on the upper section of the Latitude Viewer screen. Some views have extra filters in the area immediately under their tabs.
    Configurable WordLink Output File Name Format
    Define your own file name format for each type of document Latitude generates. Set the file name format for quotation, job packet sheet, field ticket, timesheet, register document, invoice, statement and receipt WordLink documents. (see Administration -> Setup -> Job tab -> WordLink Output File Name Format).
    NOTE: After you set a WordLink file name format, all new files created will follow the new format but any existing files will retain the file names they were created with.
    Windows 10 compatibility
    Improved Latitude compatibility with the latest Windows 10 operating system.
    Microsoft Office 2016 compatibility
    Improved Latitude compatibility with Microsoft Office 2016. Latitude now works even better with Word 2016, Excel 2016 and other Office 2016 applications.
    Microsoft Office 2013 compatibility
    Improved Latitude compatibility with Microsoft Office 2013. Latitude now works even better with Word 2013, Excel 2013 and other Office 2013 applications.
    Export Reports to Word
    Improved link to Word so you can more efficiently open reports in Latitude and export them to Microsoft Word. You can then edit the reports in Word before presenting them to your staff, managers and clients.
    Email Quotes, Invoices & Reports Directly From Preview
    Preview quotes, invoices and reports, click a button and have Latitude create a new email with the quote, invoice or report as an attachment.
    Go to a quote, invoice or report -> preview it -> right click anywhere on the preview -> click "Send to" -> click "Mail Recipient" -> click PDF format -> click OK.
    Note, this feature only works with Windows email client such Microsoft Outlook and is not available with the Latitude runtime client.
    New Reports
    Work Log Timesheets (Report #608) - see Reports -> Timesheets
    This report shows work log details for a selected date range, job(s) and totalled on different work types on each job. This report can be summarized.
    Timesheets Invoiced Actual Work Qty (for date range & job) (by Job, Ts Date & Invoice) (Report #610) - see Reports -> Timesheets
   

Actual time worked (Work Qty) on timesheets allocated to invoices in a selected date range, sorted by job number, timesheet date & invoice.

    Improved Reports
            Project Profitability Detail (Report #448) - see Reports -> Job / Project
    This report now displays the "charged time/disbursement value (ie. allocated time/disbursement linked to invoice line items)" correctly
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
    This report now displays the work log details of the field timesheets using work types belonging to the work type group = "field work"
            Work Types (for Date range, Job & Work Type) (by Work Type, Job & Date) (Report #148) - see Reports -> Timesheets
    This report shows the timesheets for a selected date range and job(s) broken into and totalled on different work types and totalled for each job. This report can be summarised.
    New show "Cost And Charge" option to show the cost & charge amount columns
    New show "Charge Only" option to show the charge rate & charge amount columns. Charge rate column displays the prorated value, ie. (total qty / total extension)
            Timesheets Invoiced (for date range & job) (by Job, Ts Date & Invoice) (Report #153) - Reports -> Timesheets
    Timesheets allocated to invoices in a selected date range, sorted by Job No, timesheet date & invoice
            Timesheets & Disbursements Invoiced (for Invoice)(by Job, Date, Emp) (Report#470) - Reports -> Timesheets
    List timesheets & disbursements for the selected invoice. Sorted by job, date & employee.
    Display field ticket number to the left of the "Work Description" column
    Various bug fixes
Latitude 9200 series
Latitude Professional Edition 9217.0111 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9217.0111 is the latest version

Minor Release

Latitude Professional Edition - 9217.0111
 6 Sep 2017   Accounting Link to MYOB
            Export Clients and Invoices to MYOB 2017
    Export Payroll Timesheets to MYOB 2017
            Export Receipts (Accrual) to MYOB 2017
    Import Cards and Contacts from MYOB 2017
            Export Clients and Invoices to MYOB Accounting Plus 2017
    Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2017
    Export Payroll Timesheets to MYOB Accounting Plus 2017
    Export Receipts (Accrual) to MYOB Accounting Plus 2017
            Import Cards and Contacts from MYOB Accounting Plus 2017
    Export Clients and Invoices to MYOB Premier 2017
            Export Clients and Invoices (Professional Sales) to MYOB Premier 2017
    Export Payroll Timesheets to MYOB Premier 2017
    Export Receipts (Accrual) to MYOB Premier 2017
    Import Cards and Contacts from MYOB Premier 2017
    Various bug fixes

Major Release

Latitude Professional Edition - 9217.0101
 16 May 2017   Latitude Viewer
    New Latitude Viewer that presents data most relevant to each users role in the business. Data views display information that can be quickly filtered and then drilled into to see the source data from Latitude screens. See Ribbon -> Latitude Viewer
    My Timesheets View
    Displays a users timesheets for a day
    By default, it displays their timesheets for today
    Enter date to see timesheets for a different day
    Right click or double click a time entry to open the timesheet screen
    Outstanding Invoices View
    Lists all outstanding invoices with the greatest amount due at the top of the list
    Right click or double click an invoice to see full details
    Views can be configured to display or hide columns for all users or separately for each user
    Configure a Latitude View the same way for all users
    See Ribbon -> Lookup Tables -> Latitude View
    Pick and configure the view
    Click the "Apply to all users" button to save and apply the changes to all users
    Configure a Latitude View for a single user
    See Ribbon -> Latitude Viewer
    Pick and configure the view using the "Format" button
    Click the "Close" button to save the changes
    Configuration Options
    Show or hide Latitude views (see Lookup Tables -> Latitude View -> Show on Viewer)
    Hide records older than a set date (see Lookup Tables -> Latitude View)
    Outstanding Invoices view
    Hiding invoices older than a date will hide old invoices even if they are not yet fully paid. Note, Latitude treats invoices without receipts as outstanding
    The default date to hide old records in views is "Jan 1, 2010"
    Set the order the Latitude Views appear in the Latitude Viewer (see Lookup Tables -> Latitude View -> View Sort)
    Change column widths of Latitude Views (see Lookup Tables -> Latitude View -> Twip column)
    Hide columns in Latitude Views using Object Security (see Lookup Tables -> Latitude View -> Security Code column)
    Hide columns in Latitude Views overriding their Object Security settings (see Lookup Tables -> Latitude View -> Current column)
    Set the order the columns of data appear in each Latitude View (see Lookup Tables -> Latitude View -> Sort column)
    Filter and sort views at the column level by clicking on column headers. To filter, select Text Filters and enter what you want to filter on. To sort, simply click the sort direction A to Z or Z to A. These options are NOT saved and are forgotten when you move to another view. If you want to save filters and sorts even after you log out, use the filter and sort controls located on the upper section of the Latitude Viewer screen. Some views have extra filters in the area immediately under their tabs.
    Configurable WordLink Output File Name Format
    Define your own file name format for each type of document Latitude generates. Set the file name format for quotation, job packet sheet, field ticket, timesheet, register document, invoice, statement and receipt WordLink documents. (see Administration -> Setup -> Job tab -> WordLink Output File Name Format).
    NOTE: After you set a WordLink file name format, all new files created will follow the new format but any existing files will retain the file names they were created with.
    Windows 10 compatibility
    Improved Latitude compatibility with the latest Windows 10 operating system.
    Microsoft Office 2016 compatibility
    Improved Latitude compatibility with Microsoft Office 2016. Latitude now works even better with Word 2016, Excel 2016 and other Office 2016 applications.
    Microsoft Office 2013 compatibility
    Improved Latitude compatibility with Microsoft Office 2013. Latitude now works even better with Word 2013, Excel 2013 and other Office 2013 applications.
    Export Reports to Word
    Improved link to Word so you can more efficiently open reports in Latitude and export them to Microsoft Word. You can then edit the reports in Word before presenting them to your staff, managers and clients.
    Email Quotes, Invoices & Reports Directly From Preview
    Preview quotes, invoices and reports, click a button and have Latitude create a new email with the quote, invoice or report as an attachment.
    Go to a quote, invoice or report -> preview it -> right click anywhere on the preview -> click "Send to" -> click "Mail Recipient" -> click PDF format -> click OK.
    Note, this feature only works with Windows email client such Microsoft Outlook and is not available with the Latitude runtime client.
    New Reports
    Work Log Timesheets (Report #608) - see Reports -> Timesheets
    This report shows work log details for a selected date range, job(s) and totalled on different work types on each job. This report can be summarized.
    Timesheets Invoiced Actual Work Qty (for date range & job) (by Job, Ts Date & Invoice) (Report #610) - see Reports -> Timesheets
   

Actual time worked (Work Qty) on timesheets allocated to invoices in a selected date range, sorted by job number, timesheet date & invoice.

    Improved Reports
            Project Profitability Detail (Report #448) - see Reports -> Job / Project
    This report now displays the "charged time/disbursement value (ie. allocated time/disbursement linked to invoice line items)" correctly
            Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial
    This report now displays the work log details of the field timesheets using work types belonging to the work type group = "field work"
            Work Types (for Date range, Job & Work Type) (by Work Type, Job & Date) (Report #148) - see Reports -> Timesheets
    This report shows the timesheets for a selected date range and job(s) broken into and totalled on different work types and totalled for each job. This report can be summarised.
    New show "Cost And Charge" option to show the cost & charge amount columns
    New show "Charge Only" option to show the charge rate & charge amount columns. Charge rate column displays the prorated value, ie. (total qty / total extension)
            Timesheets Invoiced (for date range & job) (by Job, Ts Date & Invoice) (Report #153) - Reports -> Timesheets
    Timesheets allocated to invoices in a selected date range, sorted by Job No, timesheet date & invoice
            Timesheets & Disbursements Invoiced (for Invoice)(by Job, Date, Emp) (Report#470) - Reports -> Timesheets
    List timesheets & disbursements for the selected invoice. Sorted by job, date & employee.
    Display field ticket number to the left of the "Work Description" column
    Various bug fixes

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