Latitude Professional - 9005.0302 / 8005.0302
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Jul 11, 2005 | New 'Sub Captain' field in Jobs table - use to track delegation of a job from the Job Captain/Manager/Director | |
New optional 'fkey' Job Number generator to return job numbers with format ANNNN-N where A is a letter prefix and NNNN is a 4 digit counter & -N is a single digit suffix | ||
New Reports | ||
Client Invoice Total between 2 dates in descending order (Report# 219) - see Reports -> Clients/Contacts | ||
Active Jobs (by Sub-Captain by Job) (Report# 220) - see Reports -> Job Information | ||
Accounting Link to MYOB | ||
Export Clients and Invoices to MYOB version 15 | ||
Export Clients and Invoices to MYOB Premier 9 | ||
Export Receipts (Client Payments) for Accrual Accounting to MYOB version 15 / Premier 9 | ||
Import MYOB cards (Business Contacts and Contacts) from MYOB version 15 | ||
Import MYOB cards (Business Contacts and Contacts) from MYOB Premier 9 | ||
Accounting Link to QuickBooks | ||
Export Clients and Invoices to QuickBooks 2005 | ||
Export Receipts (Client Payments) for Accrual Accounting to QuickBooks 2005 | ||
Import Clients (Business Contacts and Contacts) from QuickBooks 2005 | ||
Various bug fixes | ||
Latitude Professional - 9004.1201 / 8004.1201
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Apr 1, 2005 | Latitude Business Contacts, Contacts, & Register screens widened to fit new minimum 1024 x 768 pixel screen size | |
Rearranged Main Menu Lookup buttons and moved Employee button to Management column | ||
New Lookup Screen for State - used in Business Contact, Contact and Job addresses | ||
New Lookup Screen for Country - used in Business Contact, Contact and Job addresses | ||
New default State and Country drop down lists in Setup Latitude | ||
New Default Payment Terms added to Setup Latitude. Avoids need to manually enter payment terms for each new client | ||
Register has new From & To drop down lists to speed entry of client contacts and employees | ||
Register List has new From & To drop down lists to speed entry of client contacts and employees | ||
Register now logs UserId in new "Entry By" field | ||
Register screen now always display Register items related to the parent object even when the Register was left open form the previous Client or Job | ||
Double clicking on Business Contact and Contact email addresses now launches your email client | ||
Business Contact Jobs tab has new columns to display Job Status and Job Quote (exTax) Amount | ||
Default Country in Setup Latitude controls the QuickBooks XML Schema used in Account Link | ||
"Statement (Single Client Only)" now uses Setup Latitude Postal Address rather than Setup Latitude Address | ||
Statements now fit 3 line postal addresses | ||
New "Update Total" button in Timesheet Calculation dialog box to allow user to save updated totals to Timesheet Extension | ||
Bug in Custom Fields for Register "Re" field fixed | ||
Custom fields now works on packet sheet QuoteAmount field | ||
Packet sheet Client Code field widened to 13 characters | ||
Setup Latitude controls in Options1 & Options2 tabs are labeled and grouped more logically | ||
New Reports | ||
Job Timesheet & Invoice Difference by Job No (for date range & job status) (Report #216) - see Reports -> Job Information | ||
Job Timesheet & Invoice Difference by Job Type/Desc (for date range & job status) (Report #217) - see Reports -> Job Information | ||
Job Timesheet & Invoice Difference by Job Captain (for date range, job status & job captain) (Report #218) - see Reports -> Job Information | ||
Improved Reports | ||
Added Invoice Amount and totals to Job CB Code Timesheet as Percentage of Quote report (Report #211) - see Reports -> Job Information | ||
Bug in report Timesheets (for date range & job) (by Job, CB Code, Date) (Report #157) fixed | ||
Accounting Link to MYOB | ||
New MYOB "Professional Sales" invoice export to MYOB Premier 8 for invoices with 1 or more allocated timesheets | ||
Accounting Link to QuickBooks | ||
Updated QuickBooks 2004 invoice export with new Multi-line option | ||
Various bug fixes |