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Latitude Corporate Edition - 9214.0501
|
||
| May 16, 2014 | New Latitude Remote Client (LRC) | |
|
Improves the way Latitude runs on remote workstations (those outside your main office) to the point where the user experience is almost identical whether the user is next to the server or on-site half a continent away |
||
| Drag email from Outlook directly to LRC | ||
| Drag a file from the job folder visible to you via VPN to LRC and it automatically adds the file as an attachment to the selected register item. To create a new register item, first deselect the current register item by clicking on the "Register Items" label found above the list of register items on the left side of the register screen, and then drag the file to LRC to create the register item | ||
| Open a file locally on your workstation using a local copy of any Windows application (Word, AutoCAD, Excel, PDF reader etc) | ||
| Print a report from LRC to a printer in your site office or vehicle | ||
| Requires suitable systems & security infrastructure | ||
| New Customer Electronic Signature on Site Visit Log | ||
| On-site customers can now enter electronic signatures to approve work done | ||
| Control when electronic signatures can be entered (on submittal, on approval or not required) | ||
| Configure automatic approval of site visit logs when an electronic signature is entered | ||
| Extra Project Client References | ||
|
Extra client references can be held in the project screen and displayed in the site visit log and invoices |
||
| See Job -> Client Ref Tab | ||
| New Weekly Timesheet Screen | ||
|
Enter timesheets for a whole week on the one screen |
||
| Currently limited to entry of standard timesheets fields only | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen | ||
| New Disbursements Only Screen | ||
| Screen to enter Disbursements alone | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen | ||
| New Employee Two Week Timesheet Printout | ||
| Allows staff to produce a one or two week printout of their timesheets | ||
| See Timesheet screen -> Preview | ||
| New Employee Schedule Printout | ||
|
Allow an employee to print their own schedule for a week |
||
| See Management menu -> Scheduler | ||
| New Function to Copy Quotes from old Projects to a new Project | ||
| See Job -> General tab -> click Fill "Quote(s) from another Job" button | ||
| Expanded Filter Lists | ||
|
Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data |
||
| Simplify the Project screen by Hiding Tabs | ||
| Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs | ||
|
New Project Filter Function Fields |
||
| Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount] | ||
| Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify] | ||
|
Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20] Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] |
||
| Note, you can now use all internal filter functions available in Latitude in your own filters | ||
| Show only Current Contacts in Lists of Contacts | ||
| Contacts tab in Clients screen | ||
| Click the column header to toggle between "Current" only and show "All" contacts | ||
|
Screens that now only display current contacts: Job -> Instructing Person Job -> Billing Contact Job -> Team Register -> From & To Register -> Transmittal dialog -> From & To Register -> DistribRules & DistribTrans |
||
| New Dropdown list of Standard Invoice Payment Terms | ||
| See Invoice screen -> Pay Terms | ||
| Enhanced Maplink Icons show multiple Projects at the same Site | ||
| Click the arrow marker icon to expand it to see multiple jobs at the same site | ||
| See Setup -> Job/Task/Emp -> Hide tabs | ||
| New "Show Database Location" option | ||
|
Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database |
||
| See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide) | ||
| New Object Security Screen Filter and Sort | ||
| See Administration menu -> Object Security | ||
| New Default Sort for Project List in Timesheet Screen | ||
|
Define the order in which you see your list of projects when entering timesheets |
||
| See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order | ||
| Extra Quote & Invoice WordLink Tags | ||
| WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values | ||
| New Option to use Your Logo on Reports | ||
|
See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible" |
||
| New Reports | ||
| Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity | ||
| This report shows the productivity of each staff member for each work type in a period against their billable utilization target | ||
| Accounting Link to MYOB | ||
|
Export Clients & Invoices to MYOB 2014 Export Payroll Timesheets to MYOB 2014 Export Receipts (Accrual) to MYOB 2014 Import Cards & Contacts from MYOB 2014 |
||
| Accounting Link to QuickBooks | ||
| Export Clients and Invoices to QuickBooks 2014 | ||
| Export Payroll Timesheets to QuickBooks 2014 | ||
| Export Receipts (Accrual) to QuickBooks 2014 | ||
| Import Customers from QuickBooks 2014 | ||
| Accounting Link to Reckon | ||
| Export Clients and Invoices to Reckon Accounts 2014 | ||
| Export Payroll Timesheets to Reckon Accounts 2014 | ||
| Export Receipts (Accrual) to Reckon Accounts 2014 | ||
| Import Customers from Reckon Accounts 2014 | ||
| Accounting Link to Sage | ||
| Export Clients and Invoices to Sage Instant | ||
| Import Customers from Sage Instant | ||
| Various bug fixes | ||
|
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|
Latitude Business Edition - 9214.0501
|
||
| May 16, 2014 | New Latitude Remote Client (LRC) | |
|
Improves the way Latitude runs on remote workstations (those outside your main office) to the point where the user experience is almost identical whether the user is next to the server or on-site half a continent away |
||
| Drag email from Outlook directly to LRC | ||
| Drag a file from the job folder visible to you via VPN to LRC and it automatically adds the file as an attachment to the selected register item. To create a new register item, first deselect the current register item by clicking on the "Register Items" label found above the list of register items on the left side of the register screen, and then drag the file to LRC to create the register item | ||
| Open a file locally on your workstation using a local copy of any Windows application (Word, AutoCAD, Excel, PDF reader etc) | ||
| Print a report from LRC to a printer in your site office or vehicle | ||
| Requires suitable systems & security infrastructure | ||
| New Customer Electronic Signature on Site Visit Log | ||
| On-site customers can now enter electronic signatures to approve work done | ||
| Control when electronic signatures can be entered (on submittal, on approval or not required) | ||
| Configure automatic approval of site visit logs when an electronic signature is entered | ||
| Extra Project Client References | ||
|
Extra client references can be held in the project screen and displayed in the site visit log and invoices |
||
| See Job -> Client Ref Tab | ||
| New Weekly Timesheet Screen | ||
|
Enter timesheets for a whole week on the one screen |
||
| Currently limited to entry of standard timesheets fields only | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen | ||
| New Disbursements Only Screen | ||
| Screen to enter Disbursements alone | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen | ||
| New Employee Two Week Timesheet Printout | ||
| Allows staff to produce a one or two week printout of their timesheets | ||
| See Timesheet screen -> Preview | ||
| New Employee Schedule Printout | ||
|
Allow an employee to print their own schedule for a week |
||
| See Management menu -> Scheduler | ||
| New Function to Copy Quotes from old Projects to a new Project | ||
| See Job -> General tab -> click Fill "Quote(s) from another Job" button | ||
| Expanded Filter Lists | ||
|
Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data |
||
| Simplify the Project screen by Hiding Tabs | ||
| Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs | ||
|
New Project Filter Function Fields |
||
| Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount] | ||
| Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify] | ||
|
Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20] Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] |
||
| Note, you can now use all internal filter functions available in Latitude in your own filters | ||
| Show only Current Contacts in Lists of Contacts | ||
| Contacts tab in Clients screen | ||
| Click the column header to toggle between "Current" only and show "All" contacts | ||
|
Screens that now only display current contacts: Job -> Instructing Person Job -> Billing Contact Job -> Team Register -> From & To Register -> Transmittal dialog -> From & To Register -> DistribRules & DistribTrans |
||
| New Dropdown list of Standard Invoice Payment Terms | ||
| See Invoice screen -> Pay Terms | ||
| Enhanced Maplink Icons show multiple Projects at the same Site | ||
| Click the arrow marker icon to expand it to see multiple jobs at the same site | ||
| See Setup -> Job/Task/Emp -> Hide tabs | ||
| New "Show Database Location" option | ||
|
Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database |
||
| See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide) | ||
| New Object Security Screen Filter and Sort | ||
| See Administration menu -> Object Security | ||
| New Default Sort for Project List in Timesheet Screen | ||
|
Define the order in which you see your list of projects when entering timesheets |
||
| See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order | ||
| Extra Quote & Invoice WordLink Tags | ||
| WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values | ||
| New Option to use Your Logo on Reports | ||
|
See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible" |
||
| New Reports | ||
| Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity | ||
| This report shows the productivity of each staff member for each work type in a period against their billable utilization target | ||
| Accounting Link to MYOB | ||
|
Export Clients & Invoices to MYOB 2014 Export Payroll Timesheets to MYOB 2014 Export Receipts (Accrual) to MYOB 2014 Import Cards & Contacts from MYOB 2014 |
||
| Accounting Link to QuickBooks | ||
| Export Clients and Invoices to QuickBooks 2014 | ||
| Export Payroll Timesheets to QuickBooks 2014 | ||
| Export Receipts (Accrual) to QuickBooks 2014 | ||
| Import Customers from QuickBooks 2014 | ||
| Accounting Link to Reckon | ||
| Export Clients and Invoices to Reckon Accounts 2014 | ||
| Export Payroll Timesheets to Reckon Accounts 2014 | ||
| Export Receipts (Accrual) to Reckon Accounts 2014 | ||
| Import Customers from Reckon Accounts 2014 | ||
| Accounting Link to Sage | ||
| Export Clients and Invoices to Sage Instant | ||
| Import Customers from Sage Instant | ||
| Various bug fixes | ||
|
Latitude Professional Edition - 9214.1001
|
||
| Nov 22, 2014 | New Real-Time Budget Exceeded Warning | |
|
Warn users when their work time exceeds hours budgeted for a task |
||
| Updated Outlook Email Drag and Drop into Latitude | ||
| Use timestamps rather than GUIDs in email filenames when email is dragged from Outlook into the Register | ||
| Automatically detach attachments from emails | ||
| See Setup -> Options2 -> Register -> Detach email attachments automatically | ||
| Store email MSG files in folders other than the job folder | ||
| See Setup -> Options2 -> Register -> Outlook Email - Register Type to use | ||
| See Lookup Tables -> Register Type -> set Default Folder, supports absolute and relative paths | ||
| New Copy Quotes from another Project function | ||
|
See Job -> Copy Quote from other Job button |
||
| GIS Link - Manipulate Project Site Coordinates on a map | ||
| Change job site lat/long coordinates by dragging placemarks around a map | ||
| Go to Accounting Link -> Load GIS -> KMZ - Export Job / Project Site Coordinates | ||
| Filter the jobs to export (eg. jobs by State/Province) | ||
| Click Export (saves the KMZ file to the same folder that Latitude creates your job folders in) | ||
| Open the KMZ file in your GIS software (eg. Google Earth or any other software that supports the OpenGIS KML Encoding Standard (OGC KML)) | ||
| Drag project placemarks around your GIS map | ||
| Save a KML Layer or specific portions of a KML (eg. selected projects only) that you want to load into Latitude | ||
| Import site coordinates back into Latitude - go to Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates | ||
| GIS Link - Export Latitude project site coordinates to your GIS system | ||
| See Accounting Link -> Load GIS -> KMZ - Export Job / Project Site Coordinates | ||
| GIS Link - Load existing project site coordinates into Latitude | ||
|
KMZ file must contain valid Latitude job numbers |
||
| See Accounting Link -> Load GIS -> KMZ - Import Job / Project Site Coordinates | ||
| Canadian National Topographic System (NTS) GridView | ||
| See Job -> Site tab -> GridView -> select National Topographic System | ||
| Configure the NTS legal description type correctly by using the following elements (from large to small): | ||
| Series Number, Map Area, Map Sheet, Block, Unit, Quarter Unit | ||
| New JobCreator that allows simultaneous use of two completely different Job Number Formats | ||
| Configure two different job number formats and choose which one you need when you create a new job | ||
| See Job -> new Job -> select "Format 1" or "Format 2" | ||
|
Customize Work Type Descriptions used in Invoices |
||
| Specify work type descriptions to be used in invoices for each job when auto-summarizing timesheet data in invoices | ||
| See Job -> Charge tab -> select Override Charge Rate Type = Work Type -> set Invoice Description Override | ||
|
Used by Invoice -> |
||
| Fill from Time - group Work Type | ||
| Fill from Time - group Work Type & Rate | ||
| Fill from Time - group Work Type by Class | ||
| Fill from Time & Disb - group Task & Work Type | ||
| Fill from Time & Disb - group Task & Work Type with Disb Heading | ||
| Fill from Time & Disb - group Task, Work Type & Disb | ||
| Fill from Time & Disb - group Work Type | ||
| Fill from Time & Disb - group Work Type and Rate | ||
| Fill from Disb - group Work Type | ||
| Allocate & Fill Time & Disb - group Work Type | ||
| Option to edit Timesheet and Disbursement charge amounts on Invoice screen | ||
| See Setup -> Time -> Enable extra fields on Timesheet dialog | ||
| See Invoice -> Timesheet or Disbursement tab -> dbl-click the work or disbursement description -> edit Qty, Charge Amt & Work Description | ||
| New "Auto-fill Job Name/Desc with Job Number" Option in JobCreator | ||
| Used in JobCreators: fkeyStandard and fkeyStandard2 | ||
| New Timesheet Printout Disbursement WordLink Tags | ||
|
Use these tags in your timesheet printout word template |
||
| WordLink tags: | ||
| TsPeriod.Day<1-14>TotalDisb | ||
| TsPeriod.PeriodTotalDisb | ||
| TsPeriodDetailItemDisb.* | ||
| .BillingType, .ClientCode, .ClientName, .JobName, .JobNumber, .PayTypeCode, .PayTypeDesc, | ||
| .Day<1-14>Disb, .PeriodTotalDisb, .TaskCode, .TaskName, .WorkDescription, .WorkTypeCode, .WorkTypeName | ||
| Hide Screen Field Labels you don't want displayed | ||
| See Administration -> Custom Field | ||
| Limit Quote, Invoice and Statement style lists to only display WordLink templates | ||
|
See Setup option -> Finance tab -> under CC -> Show only WordLink in [x] Quotes [x] Invoices & [x] Statements |
||
| New Reports | ||
| Jobs that have not been Invoiced (Date Range & Job Status) (by Date, Job) (Report #510) - see Reports -> Financial | ||
| Outstanding Invoices by Week (Report #511) - see Reports -> Financial | ||
| Lists the outstanding invoices for each week (Date range & Job Status) | ||
| Accounting Link to QuickBooks | ||
|
Export Clients and Invoices to QuickBooks 2014 (IIF) Export Receipts (Accrual) to QuickBooks 2014 (IIF) |
||
| Various bug fixes | ||
|
Latitude Professional Edition - 9214.0501
|
||
| May 16, 2014 | New Weekly Timesheet Screen | |
|
Enter timesheets for a whole week on the one screen |
||
| Currently limited to entry of standard timesheets fields only | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen | ||
| New Disbursements Only Screen | ||
| Screen to enter Disbursements alone | ||
| See Setup -> Time -> Use Weekly Timesheet entry screen - the Disbursement screen screen displays in conjunction with the Weekly Timesheet screen | ||
| New Employee Two Week Timesheet Printout | ||
| Allows staff to produce a one or two week printout of their timesheets | ||
| See Timesheet screen -> Preview | ||
| New Function to Copy Quotes from old Projects to a new Project | ||
| See Job -> General tab -> click Fill "Quote(s) from another Job" button | ||
| Expanded Filter Lists | ||
|
Project, business contact, register, contact, invoice and receipt filter lists now show up to 20 user defined columns of data |
||
| Simplify the Project screen by Hiding Tabs | ||
| Give your staff a simpler interface by hiding any tabs you don't use in your business. Allows you to hide Site, Legal Description, User Field, Team, Charge, Task, Quote, Client Ref, Invoice, Field Ticket, Timesheet tabs | ||
|
New Project Filter Function Fields |
||
| Project Has Invoice(s) - zsqryJobHasInvoice - selects projects that have or do not have invoices eg. InvoiceCount = "> 0" returns all jobs that have at least one invoice. Fields: [Job Number] and [InvoiceCount] | ||
| Latest Project Workflow Item - zsqryJobWorkflowCurrent - returns the latest workflow for a job. Fields: [strJobReference], [WfDate], [WfStage], [WfDetail], [WfNotify] | ||
|
Legal Description - zsqryLegalDesc - show all the legal descriptions for a job. Fields: [LDF1-20] Client Refs - zsqryClientRef1, zsqryClientRef2, zsqryClientRef3, zsqryClientRef4 & zsqryClientRef5 - show all the client ref for a job. Fields: [JobNo], [ClientRefType], [ClientRefNo], [Status], [MaxAmt], [EstHrs], [Usage] |
||
| Note, you can now use all internal filter functions available in Latitude in your own filters | ||
| Show only Current Contacts in Lists of Contacts | ||
| Contacts tab in Clients screen | ||
| Click the column header to toggle between "Current" only and show "All" contacts | ||
| Screens that now only display current contacts: | ||
| Job -> Instructing Person | ||
| Job -> Billing Contact | ||
| Job -> Team | ||
| Register -> From & To | ||
| Register -> Transmittal dialog -> From & To | ||
| Register -> DistribRules & DistribTrans | ||
| New Dropdown list of Standard Invoice Payment Terms | ||
| See Invoice screen -> Pay Terms | ||
| Enhanced Maplink Icons show multiple Projects at the same Site | ||
| Click the arrow marker icon to expand it to see multiple jobs at the same site | ||
| New "Show Database Location" option | ||
|
Can be used to hide the Latitude datasource in the Latitude home screen to hinder users locating the database |
||
| See Setup -> click Options1 -> Main/Home screen -> tick (or untick to hide) | ||
| New Object Security Screen Filter and Sort | ||
| See Administration menu -> Object Security | ||
| New Default Sort for Project List in Timesheet Screen | ||
|
Define the order in which you see your list of projects when entering timesheets |
||
| See Setup -> Job/Task/Emp tab -> Sort Jobs By -> select the field and order | ||
| Extra Quote & Invoice WordLink Tags | ||
| WordLink tags to display any of 30 client UserFields (UsrFld1-30). All checkbox type UserFields display Yes/No values | ||
| New Option to use Your Logo on Reports | ||
|
See Setup -> General -> under Bitmap 1 -> "Use as Report Header logo where possible" |
||
| New Reports | ||
| Staff Billable Utilization (for Date range, Emp, Work Type) (Report #472) - see Reports -> Productivity | ||
| This report shows the productivity of each staff member for each work type in a period against their billable utilization target | ||
| Accounting Link to MYOB | ||
|
Export Clients & Invoices to MYOB 2014 Export Payroll Timesheets to MYOB 2014 Export Receipts (Accrual) to MYOB 2014 Import Cards & Contacts from MYOB 2014 |
||
| Accounting Link to QuickBooks | ||
| Export Clients and Invoices to QuickBooks 2014 | ||
| Export Payroll Timesheets to QuickBooks 2014 | ||
| Export Receipts (Accrual) to QuickBooks 2014 | ||
| Import Customers from QuickBooks 2014 | ||
| Accounting Link to Reckon | ||
| Export Clients and Invoices to Reckon Accounts 2014 | ||
| Export Payroll Timesheets to Reckon Accounts 2014 | ||
| Export Receipts (Accrual) to Reckon Accounts 2014 | ||
| Import Customers from Reckon Accounts 2014 | ||
| Accounting Link to Sage | ||
| Export Clients and Invoices to Sage Instant | ||
| Import Customers from Sage Instant | ||
| Various bug fixes | ||