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

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

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

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

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

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

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"

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

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

"Monday" is the default

Additional user fields for more detail entry

Faster invoice export to QuickBooks

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

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

By default, the option is set to "Submitted"

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

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

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

        NOTE:

        Minimize screen clutter

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

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

Link files and documents stored in SharePoint, OneDrive, Google Docs and other cloud storage services

In Receipts, enter the extra charge as a negative discount on the invoice

Select the Rate Schedule to use

Enter the Date range

Check or uncheck to include or exclude disbursements

Select where to apply new rates to: All, Allocated Timesheets only, Unallocated Timesheets only

Configure Legal Description elements to list only valid values from a lookup table rather than listing all values previously entered. This helps reduce errors during data entry.

See Ribbon -> Lookup Tables -> Land / Legal Description / Oil Well Type - check "Use Lookup

click Add Item

double-click the element

enter the code and description

click Close

Use a standard set of disbursement rates rather than having to hold sets of rates on each employee who records disbursements

Enter disbursements using the new Disbursement Standard Rates rather than Employee Standard Rates

To enable this option, see Setup -> Time -> Disbursement -> "Don't use Emp Std Rates for Disb with the same UOM eg. Hours"

To enter disbursement standard rates, see Lookup Tables -> Work Types -> check "Disbursement" and "Std" - enter Unit, Cost Rate and Charge Rate, then remove the "all work types" work type (the one with the work type code "*")

Assign work types to groups to be used in reports to display time and disbursements in these groups

See Reports -> Financial -> Invoice Time and Disbursement Detail (Report #576)

See Reports -> Employee/Equipment -> Employee Hours & Overtime Claim (for Date range, Employee & Job)(by Category) (Report #561)

Excluded equipment items in the employee selection dropdown criteria

Display "IncludedWorkTypeGroups" parameter in the report header

Exclude timesheets and disbursements not belonging to any work type groups

Select what groups of timesheets and disbursement items you want to display through "Work Type Groups" option

Regular and total Qty now shows values from Work Qty field

Invoice Time and Disbursement Detail (Report #567) - see Reports -> Financial

Displays all invoices including drafts. See Invoice -> Status

Wider Employee and Work Description fields

New invoice amount subtotal

Displays company name and job site address to the right of job details

New "Show Charge Rate" option to show the charge "Rate" column

Export Clients and Invoices to MYOB 2016

Export Payroll Timesheets to MYOB 2016

Export Receipts (Accrual) to MYOB 2016

Import Cards and Contacts from MYOB 2016

Export Clients and Invoices to MYOB Accounting Plus 2016

Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2016

Export Payroll Timesheets to MYOB Accounting Plus 2016

Export Receipts (Accrual) to MYOB Accounting Plus 2016

Import Cards and Contacts from MYOB Accounting Plus 2016

Export Clients and Invoices to MYOB Premier 2016

Export Clients and Invoices (Professional Sales) to MYOB Premier 2016

Export Payroll Timesheets to MYOB Premier 2016

Export Receipts (Accrual) to MYOB Premier 2016

Import Cards and Contacts from MYOB Premier 2016

Export Clients and Invoices to Reckon Accounts 2016 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2016 (IIF)

Export Clients and Invoices to Reckon Accounts 2016

Export Payroll Timesheets to Reckon Accounts 2016

Export Receipts (Accrual) to Reckon Accounts 2016

Import Customers from Reckon Accounts 2016

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

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"

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

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

"Monday" is the default

Additional user fields for more detail entry

Faster invoice export to QuickBooks

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

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

By default, the option is set to "Submitted"

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

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

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

        NOTE:

        Minimize screen clutter

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

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

Link files and documents stored in SharePoint, OneDrive, Google Docs and other cloud storage services

In Receipts, enter the extra charge as a negative discount on the invoice

Select the Rate Schedule to use

Enter the Date range

Check or uncheck to include or exclude disbursements

Select where to apply new rates to: All, Allocated Timesheets only, Unallocated Timesheets only

Configure Legal Description elements to list only valid values from a lookup table rather than listing all values previously entered. This helps reduce errors during data entry.

See Ribbon -> Lookup Tables -> Land / Legal Description / Oil Well Type - check "Use Lookup

click Add Item

double-click the element

enter the code and description

click Close

Use a standard set of disbursement rates rather than having to hold sets of rates on each employee who records disbursements

Enter disbursements using the new Disbursement Standard Rates rather than Employee Standard Rates

To enable this option, see Setup -> Time -> Disbursement -> "Don't use Emp Std Rates for Disb with the same UOM eg. Hours"

To enter disbursement standard rates, see Lookup Tables -> Work Types -> check "Disbursement" and "Std" - enter Unit, Cost Rate and Charge Rate, then remove the "all work types" work type (the one with the work type code "*")

Assign work types to groups to be used in reports to display time and disbursements in these groups

See Reports -> Financial -> Invoice Time and Disbursement Detail (Report #576)

See Reports -> Employee/Equipment -> Employee Hours & Overtime Claim (for Date range, Employee & Job)(by Category) (Report #561)

Excluded equipment items in the employee selection dropdown criteria

Display "IncludedWorkTypeGroups" parameter in the report header

Exclude timesheets and disbursements not belonging to any work type groups

Select what groups of timesheets and disbursement items you want to display through "Work Type Groups" option

Regular and total Qty now shows values from Work Qty field

Invoice Time and Disbursement Detail (Report #567) - see Reports -> Financial

Displays all invoices including drafts. See Invoice -> Status

Wider Employee and Work Description fields

New invoice amount subtotal

Displays company name and job site address to the right of job details

New "Show Charge Rate" option to show the charge "Rate" column

Export Clients and Invoices to MYOB 2016

Export Payroll Timesheets to MYOB 2016

Export Receipts (Accrual) to MYOB 2016

Import Cards and Contacts from MYOB 2016

Export Clients and Invoices to MYOB Accounting Plus 2016

Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2016

Export Payroll Timesheets to MYOB Accounting Plus 2016

Export Receipts (Accrual) to MYOB Accounting Plus 2016

Import Cards and Contacts from MYOB Accounting Plus 2016

Export Clients and Invoices to MYOB Premier 2016

Export Clients and Invoices (Professional Sales) to MYOB Premier 2016

Export Payroll Timesheets to MYOB Premier 2016

Export Receipts (Accrual) to MYOB Premier 2016

Import Cards and Contacts from MYOB Premier 2016

Export Clients and Invoices to Reckon Accounts 2016 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2016 (IIF)

Export Clients and Invoices to Reckon Accounts 2016

Export Payroll Timesheets to Reckon Accounts 2016

Export Receipts (Accrual) to Reckon Accounts 2016

Import Customers from Reckon Accounts 2016

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

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

"Monday" is the default

Additional user fields for more detail entry

Faster invoice export to QuickBooks

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

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

By default, the option is set to "Submitted"

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

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

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

        NOTE:

        Minimize screen clutter

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

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

Export Clients and Invoices to Sage 50 2017

Import Customers from Sage 50 2017

Link files and documents stored in SharePoint, OneDrive, Google Docs and other cloud storage services

In Receipts, enter the extra charge as a negative discount on the invoice

Select the Rate Schedule to use

Enter the Date range

Check or uncheck to include or exclude disbursements

Select where to apply new rates to: All, Allocated Timesheets only, Unallocated Timesheets only

Configure Legal Description elements to list only valid values from a lookup table rather than listing all values previously entered. This helps reduce errors during data entry.

See Ribbon -> Lookup Tables -> Land / Legal Description / Oil Well Type - check "Use Lookup

click Add Item

double-click the element

enter the code and description

click Close

Use a standard set of disbursement rates rather than having to hold sets of rates on each employee who records disbursements

Enter disbursements using the new Disbursement Standard Rates rather than Employee Standard Rates

To enable this option, see Setup -> Time -> Disbursement -> "Don't use Emp Std Rates for Disb with the same UOM eg. Hours"

To enter disbursement standard rates, see Lookup Tables -> Work Types -> check "Disbursement" and "Std" - enter Unit, Cost Rate and Charge Rate, then remove the "all work types" work type (the one with the work type code "*")

Assign work types to groups to be used in reports to display time and disbursements in these groups

See Reports -> Financial -> Invoice Time and Disbursement Detail (Report #576)

See Reports -> Employee/Equipment -> Employee Hours & Overtime Claim (for Date range, Employee & Job)(by Category) (Report #561)

Excluded equipment items in the employee selection dropdown criteria

Display "IncludedWorkTypeGroups" parameter in the report header

Exclude timesheets and disbursements not belonging to any work type groups

Select what groups of timesheets and disbursement items you want to display through "Work Type Groups" option

Regular and total Qty now shows values from Work Qty field

Invoice Time and Disbursement Detail (Report #567) - see Reports -> Financial

Displays all invoices including drafts. See Invoice -> Status

Wider Employee and Work Description fields

New invoice amount subtotal

Displays company name and job site address to the right of job details

New "Show Charge Rate" option to show the charge "Rate" column

Export Clients and Invoices to MYOB 2016

Export Payroll Timesheets to MYOB 2016

Export Receipts (Accrual) to MYOB 2016

Import Cards and Contacts from MYOB 2016

Export Clients and Invoices to MYOB Accounting Plus 2016

Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2016

Export Payroll Timesheets to MYOB Accounting Plus 2016

Export Receipts (Accrual) to MYOB Accounting Plus 2016

Import Cards and Contacts from MYOB Accounting Plus 2016

Export Clients and Invoices to MYOB Premier 2016

Export Clients and Invoices (Professional Sales) to MYOB Premier 2016

Export Payroll Timesheets to MYOB Premier 2016

Export Receipts (Accrual) to MYOB Premier 2016

Import Cards and Contacts from MYOB Premier 2016

Export Clients and Invoices to Reckon Accounts 2016 (IIF)

Export Receipts (Accrual) to Reckon Accounts 2016 (IIF)

Export Clients and Invoices to Reckon Accounts 2016

Export Payroll Timesheets to Reckon Accounts 2016

Export Receipts (Accrual) to Reckon Accounts 2016

Import Customers from Reckon Accounts 2016