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Latitude Business Edition - LatiWeb + Exchange Link 9009.0801
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| Nov 11, 2009 |  |
Improved Latitude web client |
|
Browser based client for Latitude Business Edition. Enables staff to securely enter timesheets and search for client and project information from any internet connected computer using browsers such as Internet Explorer |
|
|
Link to Microsoft Exchange that enables Latitude Business Edition to maintain the master list of all your clients and contacts while sharing them with your Exchange users |
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Latitude Business Edition - 9009.0801
|
||
| Nov 11, 2009 | |
Look and Feel |
| Latitude has been given a new look, with a new colour scheme and label layout | ||
|
Email Attachments for Microsoft Outlook | |
| If you are using Microsoft Outlook, you can now add attachments to your emails when you create them in Latitude | ||
|
Multiple File Attachments for Register Items | |
| It is now possible to attach multiple files to a Register Item, this makes it easy to reference related documents, plans, or photos | ||
| If you are using Outlook and decide to EMAIL the Item, the files will automatically be attached to the email generated | ||
|
Non Chargeable Billing Types | |
| Billing Types can now be flagged as Non-Chargeable. When a Job has a non-chargeable billing type assigned, only non-chargeable work | ||
| types are allowed in timesheets entered against the job | ||
|
Lock Timesheets and Disbursements | |
| Timesheets and Disbursements are now locked if they have been allocated to an Invoice. The locking ensures that what has been invoiced against cannot be changed accidentally. If a change is required then the Timesheet or Disbursement must first be unallocated from the invoice |
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|
Invoice Enhancements | |
| Two new buttons have been added to the Invoice screen. "Fill from Quote" and "Fill from Task Quote". With a click of a button, you can | ||
| now create invoice lines using the Quote and/or the "Show on Quote" flagged Tasks details of a Job. The default "Tax Type" is used | ||
| to calculate the tax amount for each Line generated | ||
|
Invoice Print Options | |
| The ability to include or exclude a Job Description, Reference, Client Reference and Site Address, as well as the Credit Terms from an Invoice. These flags have been added to the "Produce Invoice" screen. If you decide to exclude any of these, the associated label/s are also removed from the Invoice |
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Job Selection Sorting | |
| You can now set the order in which jobs will appear in the Jobs screen. In Latitude Setup you can select which field on the Job screen is to be used to sort the Jobs in both the navigation and the drop-down list |
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|
New Logoff Button | |
| You can now log in as a new user without quitting Latitude using the "Logoff" button on the main menu | ||
|
Extra fkeys with Job Generator & Branch Prefix | |
| Job Name can now be entered in a fkey dialog. You can optionally get the system to create the job folder for you, using the default | ||
| folder path, the job number, and the job name (fkeyJobFolder) | ||
| Use one character Branch prefix (fkeyBranchNNNN) | ||
|
New Reports | |
| Employees Monthly Work Summary (Report #311) - see Reports -> Employee/Equipment | ||
| Shows per day the hours each employee has worked for the selected month and year | ||
| Project Work Hours Summary (Report #314) - see Reports -> Job/Project | ||
| Shows per Job the total hours worked per employee in the date range selected | ||
| Project Time/Cost Breakdown (Report #315) - see Reports -> Job/Project | ||
| A report broken down by Job, work type, and employee, which shows all hours, charges and cost amounts for the Project to Date, as well as the charge hours and amounts for a nominated selected period | ||
|
Improved Reports | |
| Receipts & Payments between two dates Detailed by Reference (Report #53) - see Reports --> Financial | ||
| Change first column to display invoice reference when Income group | ||
| Client Transactions (Report #59) - see Reports -> Financial | ||
| Display receipt date's year to 4-digit | ||
| Job Completion Summary (Report #175) - see Reports -> Job / Project | ||
| Added ex tax amt | ||
| ABA Special Report (Report #313) - see Reports -> Timesheets | ||
| Timesheet summary grouped by ABA (timesheet description left code), with hours for several work types | ||
| Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project | ||
| Shows job profit or loss for all job(s) with WIP vs Invoicing Analysis | ||
| Tasks Gantt chart (Report #94) - see Reports -> Job Task | ||
| A Gantt chart of Job Task Notes for selected or for all Jobs and Employees tasks between 2 dates | ||
| Tasks Gantt chart (A3) (Report #185) - see Reports -> Job Task | ||
| Wide Gantt chart of Job Task Notes for selected or for all Jobs, Job Captains and Employees tasks between 2 dates | ||
| Task Gantt Chart (A3) 13wks (Report #325) - see Reports -> Job Task | ||
| A Gantt chart showing Tasks scheduled over a 13 week period from a nominated Start Date | ||
|
Accounting Link to Simply Accounting | |
| Export Clients to Simply Accounting 2009 | ||
| Export Clients to Simply Accounting 2007 | ||
| Import Customers from Simply Accounting 2009 | ||
| Import Customers from Simply Accounting 2007 | ||
|
Various bug fixes | |
|
Latitude Professional Edition - 9009.0801 / 8009.0801
|
||
| Nov 11, 2009 | |
Look and Feel |
| Latitude has been given a new look, with a new colour scheme and label layout | ||
|
Email Attachments for Microsoft Outlook | |
| If you are using Microsoft Outlook, you can now add attachments to your emails when you create them in Latitude | ||
|
Multiple File Attachments for Register Items | |
| It is now possible to attach multiple files to a Register Item, this makes it easy to reference related documents, plans, or photos | ||
| If you are using Outlook and decide to EMAIL the Item, the files will automatically be attached to the email generated | ||
|
Non Chargeable Billing Types | |
| Billing Types can now be flagged as Non-Chargeable. When a Job has a non-chargeable billing type assigned, only non-chargeable work | ||
| types are allowed in timesheets entered against the job | ||
|
Lock Timesheets and Disbursements | |
| Timesheets and Disbursements are now locked if they have been allocated to an Invoice. The locking ensures that what has been invoiced against cannot be changed accidentally. If a change is required then the Timesheet or Disbursement must first be unallocated from the invoice |
||
|
Invoice Enhancements | |
| Two new buttons have been added to the Invoice screen. "Fill from Quote" and "Fill from Task Quote". With a click of a button, you can | ||
| now create invoice lines using the Quote and/or the "Show on Quote" flagged Tasks details of a Job. The default "Tax Type" is used | ||
| to calculate the tax amount for each Line generated | ||
|
Invoice Print Options | |
| The ability to include or exclude a Job Description, Reference, Client Reference and Site Address, as well as the Credit Terms from an Invoice. These flags have been added to the "Produce Invoice" screen. If you decide to exclude any of these, the associated label/s are also removed from the Invoice |
||
|
Job Selection Sorting | |
| You can now set the order in which jobs will appear in the Jobs screen. In Latitude Setup you can select which field on the Job screen is to be used to sort the Jobs in both the navigation and the drop-down list |
||
| Optional Audit Trailing of Timesheets | ||
| You can now turn Audit Trailing for Timesheets off/on in Latitude Setup. You will then be able to track and review all changes made to the timesheets, including the deleting of timesheets. Note, Latitude Business Edition already audit trails timesheets |
||
|
New Logoff Button | |
| You can now log in as a new user without quitting Latitude using the "Logoff" button on the main menu | ||
|
Extra fkeys with Job Generator & Branch Prefix | |
| Job Name can now be entered in a fkey dialog. You can optionally get the system to create the job folder for you, using the default | ||
| folder path, the job number, and the job name (fkeyJobFolder) | ||
| Use one character Branch prefix (fkeyBranchNNNN) | ||
|
New Reports | |
| Employees Monthly Work Summary (Report #311) - see Reports -> Employee/Equipment | ||
| Shows per day the hours each employee has worked for the selected month and year | ||
| Project Work Hours Summary (Report #314) - see Reports -> Job/Project | ||
| Shows per Job the total hours worked per employee in the date range selected | ||
| Project Time/Cost Breakdown (Report #315) - see Reports -> Job/Project | ||
| A report broken down by Job, work type, and employee, which shows all hours, charges and cost amounts for the Project to Date, as | ||
| well as the charge hours and amounts for a nominated selected period | ||
|
Improved Reports | |
| Receipts & Payments between two dates Detailed by Reference (Report #53) - see Reports -> Financial | ||
| Change first column to display invoice reference when Income group | ||
| Client Transactions (Report #59) - see Reports -> Financial | ||
| Display receipt date's year to 4-digit | ||
| Job Completion Summary (Report #175) - see Reports -> Job / Project | ||
| Added ex tax amt | ||
| ABA Special Report (Report #313) - see Reports -> Timesheets | ||
| Timesheet summary grouped by ABA (timesheet description left code), with hours for several work types | ||
| Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project | ||
| Shows job profit or loss for all job(s) with WIP vs Invoicing Analysis | ||
| Tasks Gantt chart (Report #94) - see Reports -> Job Task | ||
| A Gantt chart of Job Task Notes for selected or for all Jobs and Employees tasks between 2 dates | ||
| Tasks Gantt chart (A3) (Report #185) - see Reports -> Job Task | ||
| Wide Gantt chart of Job Task Notes for selected or for all Jobs, Job Captains and Employees tasks between 2 dates | ||
| Task Gantt Chart (A3) 13wks (Report #325) - see Reports -> Job Task | ||
| A Gantt chart showing Tasks scheduled over a 13 week period from a nominated Start Date | ||
|
Accounting Link to Simply Accounting | |
| Export Clients to Simply Accounting 2009 | ||
| Export Clients to Simply Accounting 2007 | ||
| Import Customers from Simply Accounting 2009 | ||
| Import Customers from Simply Accounting 2007 | ||
|
Various bug fixes | |
|
Latitude Business Edition - LatiWeb + Exchange Link 9009.0304
|
||
| Apr 23, 2009 | |
Improved Latitude web client |
|
Browser based client for Latitude Business Edition. Enables staff to securely enter timesheets and search for client and project information from any internet connected computer using browsers such as Internet Explorer |
|
|
Link to Microsoft Exchange that enables Latitude Business Edition to maintain the master list of all your clients and contacts while sharing them with your Exchange users |
|
|
Latitude Business Edition - 9009.0304
|
||
| Apr 23, 2009 | |
Manage Project Teams |
| Link Architects, Lawyers, Surveyors, Engineers, government contacts & other professionals who are members of the project teams you work with on jobs. See which projects you have worked on with these companies. Track who has given you referrals to new jobs |
||
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Branch Office Jobs | |
| Allocate Jobs to each of your branch offices with the new Job Branch field | ||
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Draft Invoices | |
| Create Draft invoices without affecting WIP Change invoice status from Draft to Submitted when completed |
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Group Notifications | |
| Create as many employee notification groups as you like. Each employee can belong to multiple groups. Set reminders for a group and everyone in the group will receive a notification on the right day |
||
| Automatically notify groups of people about meetings, calls they need to make or jobs they need to start | ||
|
Improved Invoice | |
| Invoice handles mixed taxable & non-taxable line items | ||
| Invoice line items can have different GL Codes | ||
|
Faster Invoice template | |
| Invoice GST Tax Invoice SQL | ||
|
Track Employee HR files & letters | |
| Link Word, PDF, scanned documents and other file types to Employee Notes | ||
|
Track Equipment insurance, calibration & registration documents | |
| Link Word, PDF, scanned documents and other file types to Equipment Notes | ||
|
New Reports | |
| Complete Job Summary Report Timesheet Based (Report #264) - see Report -> Job/Project | ||
| Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project | ||
| Invoices between two dates (by CBCode by Branch) (Report #280) - see Reports -> Financial | ||
| Aged Accounts Receivable with end date, branch and CB code (Report #281) - see Reports -> Financial | ||
| Project Time/Cost Summary (Report #246) - see Reports -> Job/Project | ||
|
Improved Reports | |
| Register List (for Date range, Client & Job) by Type or Date (Report #204) with more Selection options - see Reports -> Register | ||
| Job Timesheet Summary (date range)(by Job) (Report #111) with more Selection options - see Reports -> Job/Project | ||
|
Accounting Link to QuickBooks | |
| Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2009 QBi | ||
| Import Customers (Clients and Contacts) from QuickBooks 2009 QBi | ||
|
Various bug fixes | |
|
Latitude Professional Edition - 9009.0304 / 8009.0304
|
||
| Apr 23, 2009 | |
Manage Project Teams |
| Link Architects, Lawyers, Surveyors, Engineers, government contacts & other professionals who are members of the project teams you work with on jobs. See which projects you have worked on with these companies. Track who has given you referrals to new jobs |
||
|
Improved Invoice | |
| Invoice handles mixed taxable & non-taxable line items | ||
| Invoice line items can have different GL Codes | ||
|
Track Employee HR files & letters | |
| Link Word, PDF, scanned documents and other file types to Employee Notes | ||
|
Track Equipment insurance, calibration & registration documents | |
| Link Word, PDF, scanned documents and other file types to Equipment Notes | ||
|
New Reports | |
| Complete Job Summary Report Timesheet Based (Report #264) - see Report -> Job/Project | ||
| Job Work Value Report by Job Captain for a Date Range (WIP versus Inv Analysis) (Report #310) - see Reports -> Job/Project | ||
| Invoices between two dates (by CBCode by Branch) (Report #280) - see Reports -> Financial | ||
| Aged Accounts Receivable with end date, branch and CB code (Report #281) - see Reports -> Financial | ||
| Project Time/Cost Summary (Report #246) - see Reports -> Job/Project | ||
|
Improved Reports | |
| Register List (for Date range, Client & Job) by Type or Date (Report #204) with more Selection options - see Reports -> Register | ||
| Job Timesheet Summary (date range)(by Job) (Report #111) with more Selection options - see Reports -> Job/Project | ||
|
Accounting Link to QuickBooks | |
| Export Clients, Invoices and Receipts (Accrual) to QuickBooks 2009 QBi | ||
| Import Customers (Clients and Contacts) from QuickBooks 2009 QBi | ||
|
Various bug fixes | |