|
Latitude Corporate Edition - 9219.0903
|
||
| Oct 24, 2019 | New Excel Export of Report Base Data | |
 Function to export base data from almost all reports to Microsoft Excel for further analysis and management reportingProject Details Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis See Reports -> Job / Project |
||
| WIP Reports | ||
| Export details of your work in progress to Excel for analysis | ||
| See Reports -> Job / Project | ||
| Timesheets | ||
| Export details of daily hours worked, staff time, equipment time and disbursements | ||
| See Reports -> Timesheets | ||
| Invoice Profitability | ||
| Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Productivity | ||
| Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis | ||
| See Reports -> Productivity | ||
| Accounts Receivable | ||
| Export all outstanding invoices and their aging to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Setup Excel Exports | ||
| Set the location to save Excel files produced by the Latitude Excel Export function | ||
| See Setup -> Options2 tab -> Report / Output -> Default Folder Location -> enter a location in the file system | ||
| If you do not set a "Default Folder Location" or if it does not exist in the file system, export files will be saved in the same location as the Latitude client program (usually C:\Lati99\) | ||
| Run Excel Exports | ||
| Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export | ||
| Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs | ||
| NOTE | ||
| Not all reports contain base data that can be exported. Whether base data is available depends on a combination of your Latitude configuration, report criteria used and the complexity of the report | ||
| The exported data is not sorted or grouped and does not contain totals | ||
| Modified Reports | ||
| Invoices between two dates in Reference order (Report #379) - see Reports -> Timesheets | ||
| Added new project manager field under job number. The label for this field is set in the Custom Fields screen and is the same label as is used for the Job screen Project Manager field | ||
| Aged Accounts Receivable by Client, Job & Invoice Date (Report #484) - see Reports -> Financial | ||
| Changed group and total by project manager | ||
| Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets | ||
| Extra selection criteria added | ||
| Job Status Employee Code Company (Job Branch) |
||
| Accounting Link to MYOB | ||
 Export Clients and Invoices to MYOB 2019Export Payroll Timesheets to MYOB 2019 Export Receipts (Accrual) to MYOB 2019 Import Cards and Contacts from MYOB 2019 Export Clients and Invoices to MYOB Accounting Plus 2019 Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2019 Export Payroll Timesheets to MYOB Accounting Plus 2019 Export Receipts (Accrual) to MYOB Accounting Plus 2019 Import Cards and Contacts from MYOB Accounting Plus 2019 Export Clients and Invoices to MYOB Premier 2019 Export Clients and Invoices (Professional Sales) to MYOB Premier 2019 Export Payroll Timesheets to MYOB Premier 2019 Export Receipts (Accrual) to MYOB Premier 2019 Import Cards and Contacts from MYOB Premier 2019 |
||
| Accounting Link to Reckon | ||
 Export Clients and Invoices to Reckon Accounts 2019 (IIF)Export Receipts (Accrual) to Reckon Accounts 2019 (IIF) Export Clients and Invoices to Reckon Accounts 2019 Export Payroll Timesheets to Reckon Accounts 2019 Export Receipts (Accrual) to Reckon Accounts 2019 Import Customers from Reckon Accounts 2019 |
||
| Various bug fixes | ||
|
Latitude Corporate Edition - 9219.0403
|
||
| Jun 16, 2019 | Enhanced Latitude Viewer | |
| Outstanding Invoices | ||
| New project manager drop-list to filter for invoices on projects they manage | ||
| Employee qualifications | ||
| Record employee qualifications | ||
| See Employee screen -> Qualifications field | ||
| Register Due Date | ||
| Set a due date for register items and track them in reports | ||
| See Register screen -> Due date | ||
| Modified Email Notifications | ||
| Option to include an item in the reminder email only on the actual reminder date or daily from then until it is changed by the recipient | ||
| See Setup -> Notify Tab -> Reminder sent once only | ||
| Field Ticket WordLink Template | ||
| New WordLink tags to show charge rates for field ticket time, expense and supply items | ||
| FT.FTTimeAndExpense.TimeChargeAmt1 FT.FTTimeAndExpense.TimeChargeAmt2 FT.FTTimeAndExpense.TimeChargeAmt3 FT.FTTimeAndExpense.TimeChargeAmt4 FT.FTTimeAndExpense.TimeChargeAmt5 FT.FTTimeAndExpense.ExpenseChargeAmt1 FT.FTTimeAndExpense.ExpenseChargeAmt2 FT.FTTimeAndExpense.ExpenseChargeAmt3 FT.FTTimeAndExpense.ExpenseChargeAmt4 FT.FTTimeAndExpense.ExpenseChargeAmt5 FT.FTSupply.ChargeAmt FT.FTTimeAndExpense.TimeChargeAmtTotal FT.FTTimeAndExpense.ExpenseChargeAmtTotal FT.FTTimeAndExpense.TotalChargeAmt FT.TotalChargeAmt |
||
| Invoice WordLink Template | ||
| Added invoice address tags to cover up to 5 more lines | ||
| Inv.PostAddrLine6 | ||
| Inv.PostAddrLine7 | ||
| Inv.PostAddrLine8 | ||
| Inv.PostAddrLine9 | ||
| Inv.PostAddrLine10 | ||
| Quote WordLink Template | ||
| New WordLink tags to show project manager position & qualifications | ||
| Quote.CaptainPosition | ||
| Quote.CaptainQualifications | ||
| Quote.FromQualifications | ||
| New Reports | ||
| Register List for Client with Due Date (Report #661) - see Reports -> Register | ||
| Lists register items by Client, Job, Project Manager, Subject, Type, Status, Register Date, Due Date and Memo (uses 17" x 11" paper) | ||
| Payroll Summary With Work Types Used In a Period (Report #662) - see Reports -> Employee/Equipment | ||
| Summarize hours based on department for each work type that has time entered during a period | ||
| Field Ticket Timesheet Potential Duplicates (Report #671) - see Reports -> Job / Project | ||
| Report to list all possible Field Ticket Timesheet duplicate entries | ||
| Modified Reports | ||
| Job List (for Job) (by Job) (Report #101) - see Reports -> Job / Project | ||
| Added Job Name between Job Date and Job Description columns | ||
| Enhanced QuickBooks Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when QuickBooks system errors occur | ||
| Enhanced Reckon Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when Reckon system errors occur | ||
| Various bug fixes |
||
|
Latitude Business Edition - 9219.0903
|
||
| Oct 24, 2019 | New Excel Export of Report Base Data | |
| Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting Project Details Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis See Reports -> Job / Project |
||
| WIP Reports | ||
| Export details of your work in progress to Excel for analysis | ||
| See Reports -> Job / Project | ||
| Timesheets | ||
| Export details of daily hours worked, staff time, equipment time and disbursements | ||
| See Reports -> Timesheets | ||
| Invoice Profitability | ||
| Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Productivity | ||
| Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis | ||
| See Reports -> Productivity | ||
| Accounts Receivable | ||
| Export all outstanding invoices and their aging to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Setup Excel Exports | ||
| Set the location to save Excel files produced by the Latitude Excel Export function | ||
| See Setup -> Options2 tab -> Report / Output -> Default Folder Location -> enter a location in the file system | ||
| If you do not set a "Default Folder Location" or if it does not exist in the file system, export files will be saved in the same location as the Latitude client program (usually C:\Lati99\) | ||
| Run Excel Exports | ||
| Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export | ||
| Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs | ||
| NOTE | ||
| Not all reports contain base data that can be exported. Whether base data is available depends on a combination of your Latitude configuration, report criteria used and the complexity of the report | ||
| The exported data is not sorted or grouped and does not contain totals | ||
| Modified Reports | ||
| Invoices between two dates in Reference order (Report #379) - see Reports -> Timesheets | ||
| Added new project manager field under job number. The label for this field is set in the Custom Fields screen and is the same label as is used for the Job screen Project Manager field | ||
| Aged Accounts Receivable by Client, Job & Invoice Date (Report #484) - see Reports -> Financial | ||
| Changed group and total by project manager | ||
| Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets | ||
| Extra selection criteria added | ||
| Job Status Employee Code Company (Job Branch) |
||
| Accounting Link to MYOB | ||
| Export Clients and Invoices to MYOB 2019 Export Payroll Timesheets to MYOB 2019 Export Receipts (Accrual) to MYOB 2019 Import Cards and Contacts from MYOB 2019 Export Clients and Invoices to MYOB Accounting Plus 2019 Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2019 Export Payroll Timesheets to MYOB Accounting Plus 2019 Export Receipts (Accrual) to MYOB Accounting Plus 2019 Import Cards and Contacts from MYOB Accounting Plus 2019 Export Clients and Invoices to MYOB Premier 2019 Export Clients and Invoices (Professional Sales) to MYOB Premier 2019 Export Payroll Timesheets to MYOB Premier 2019 Export Receipts (Accrual) to MYOB Premier 2019 Import Cards and Contacts from MYOB Premier 2019 |
||
| Accounting Link to Reckon | ||
| Export Clients and Invoices to Reckon Accounts 2019 (IIF) Export Receipts (Accrual) to Reckon Accounts 2019 (IIF) Export Clients and Invoices to Reckon Accounts 2019 Export Payroll Timesheets to Reckon Accounts 2019 Export Receipts (Accrual) to Reckon Accounts 2019 Import Customers from Reckon Accounts 2019 |
||
| Various bug fixes | ||
|
Latitude Business Edition - 9219.0403
|
||
| Jun 16, 2019 | Enhanced Latitude Viewer | |
| Outstanding Invoices | ||
| New project manager drop-list to filter for invoices on projects they manage | ||
| Employee qualifications | ||
| Record employee qualifications | ||
| See Employee screen -> Qualifications field | ||
| Register Due Date | ||
| Set a due date for register items and track them in reports | ||
| See Register screen -> Due date | ||
| Modified Email Notifications | ||
| Option to include an item in the reminder email only on the actual reminder date or daily from then until it is changed by the recipient | ||
| See Setup -> Notify Tab -> Reminder sent once only | ||
| Field Ticket WordLink Template | ||
| New WordLink tags to show charge rates for field ticket time, expense and supply items | ||
| FT.FTTimeAndExpense.TimeChargeAmt1 FT.FTTimeAndExpense.TimeChargeAmt2 FT.FTTimeAndExpense.TimeChargeAmt3 FT.FTTimeAndExpense.TimeChargeAmt4 FT.FTTimeAndExpense.TimeChargeAmt5 FT.FTTimeAndExpense.ExpenseChargeAmt1 FT.FTTimeAndExpense.ExpenseChargeAmt2 FT.FTTimeAndExpense.ExpenseChargeAmt3 FT.FTTimeAndExpense.ExpenseChargeAmt4 FT.FTTimeAndExpense.ExpenseChargeAmt5 FT.FTSupply.ChargeAmt FT.FTTimeAndExpense.TimeChargeAmtTotal FT.FTTimeAndExpense.ExpenseChargeAmtTotal FT.FTTimeAndExpense.TotalChargeAmt FT.TotalChargeAmt |
||
| Invoice WordLink Template | ||
| Added invoice address tags to cover up to 5 more lines | ||
| Inv.PostAddrLine6 | ||
| Inv.PostAddrLine7 | ||
| Inv.PostAddrLine8 | ||
| Inv.PostAddrLine9 | ||
| Inv.PostAddrLine10 | ||
| Quote WordLink Template | ||
| New WordLink tags to show project manager position & qualifications | ||
| Quote.CaptainPosition | ||
| Quote.CaptainQualifications | ||
| Quote.FromQualifications | ||
| New Reports | ||
| Register List for Client with Due Date (Report #661) - see Reports -> Register | ||
| Lists register items by Client, Job, Project Manager, Subject, Type, Status, Register Date, Due Date and Memo (uses 17" x 11" paper) | ||
| Payroll Summary With Work Types Used In a Period (Report #662) - see Reports -> Employee/Equipment | ||
| Summarize hours based on department for each work type that has time entered during a period | ||
| Field Ticket Timesheet Potential Duplicates (Report #671) - see Reports -> Job / Project | ||
| Report to list all possible Field Ticket Timesheet duplicate entries | ||
| Modified Reports | ||
| Job List (for Job) (by Job) (Report #101) - see Reports -> Job / Project | ||
| Added Job Name between Job Date and Job Description columns | ||
| Enhanced QuickBooks Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when QuickBooks system errors occur | ||
| Enhanced Reckon Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when Reckon system errors occur | ||
| Various bug fixes | ||
|
Latitude Professional Edition - 9219.0903
|
||
| Oct 24, 2019 | New Excel Export of Report Base Data | |
| Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting Project Details Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis See Reports -> Job / Project |
||
| WIP Reports | ||
| Export details of your work in progress to Excel for analysis | ||
| See Reports -> Job / Project | ||
| Timesheets | ||
| Export details of daily hours worked, staff time, equipment time and disbursements | ||
| See Reports -> Timesheets | ||
| Invoice Profitability | ||
| Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Productivity | ||
| Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis | ||
| See Reports -> Productivity | ||
| Accounts Receivable | ||
| Export all outstanding invoices and their aging to Microsoft Excel for analysis | ||
| See Reports -> Financial | ||
| Setup Excel Exports | ||
| Set the location to save Excel files produced by the Latitude Excel Export function | ||
| See Setup -> Options2 tab -> Report / Output -> Default Folder Location -> enter a location in the file system | ||
| If you do not set a "Default Folder Location" or if it does not exist in the file system, export files will be saved in the same location as the Latitude client program (usually C:\Lati99\) | ||
| Run Excel Exports | ||
| Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export | ||
| Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs | ||
| NOTE | ||
| Not all reports contain base data that can be exported. Whether base data is available depends on a combination of your Latitude configuration, report criteria used and the complexity of the report | ||
| The exported data is not sorted or grouped and does not contain totals | ||
| Modified Reports | ||
| Invoices between two dates in Reference order (Report #379) - see Reports -> Timesheets | ||
| Added new project manager field under job number. The label for this field is set in the Custom Fields screen and is the same label as is used for the Job screen Project Manager field | ||
| Aged Accounts Receivable by Client, Job & Invoice Date (Report #484) - see Reports -> Financial | ||
| Changed group and total by project manager | ||
| Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets | ||
| Extra selection criteria added | ||
| Job Status Employee Code Company (Job Branch) |
||
| Accounting Link to MYOB | ||
| Export Clients and Invoices to MYOB 2019 Export Payroll Timesheets to MYOB 2019 Export Receipts (Accrual) to MYOB 2019 Import Cards and Contacts from MYOB 2019 Export Clients and Invoices to MYOB Accounting Plus 2019 Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2019 Export Payroll Timesheets to MYOB Accounting Plus 2019 Export Receipts (Accrual) to MYOB Accounting Plus 2019 Import Cards and Contacts from MYOB Accounting Plus 2019 Export Clients and Invoices to MYOB Premier 2019 Export Clients and Invoices (Professional Sales) to MYOB Premier 2019 Export Payroll Timesheets to MYOB Premier 2019 Export Receipts (Accrual) to MYOB Premier 2019 Import Cards and Contacts from MYOB Premier 2019 |
||
| Accounting Link to Reckon | ||
| Export Clients and Invoices to Reckon Accounts 2019 (IIF) Export Receipts (Accrual) to Reckon Accounts 2019 (IIF) Export Clients and Invoices to Reckon Accounts 2019 Export Payroll Timesheets to Reckon Accounts 2019 Export Receipts (Accrual) to Reckon Accounts 2019 Import Customers from Reckon Accounts 2019 |
||
| Various bug fixes | ||
|
Latitude Professional Edition - 9218.0403
|
||
| Jun 16, 2019 | Enhanced Latitude Viewer | |
| Outstanding Invoices | ||
| New project manager drop-list to filter for invoices on projects they manage | ||
| Employee qualifications | ||
| Record employee qualifacations | ||
| See Employee screen -> Qualifications field | ||
| Register Due Date | ||
| Set a due date for register items and track them in reports | ||
| See Register screen -> Due date | ||
| Quote WordLink Template | ||
| New WordLink tags to show employee qualifications | ||
| Quote.FromQualifications | ||
| Invoice WordLink Template | ||
| Added invoice address tags to cover up to 5 more lines | ||
| Inv.PostAddrLine6 | ||
| Inv.PostAddrLine7 | ||
| Inv.PostAddrLine8 | ||
| Inv.PostAddrLine9 | ||
| Inv.PostAddrLine10 | ||
| New Reports | ||
| Register List for Client with Due Date (Report #661) - see Reports -> Register | ||
| Lists register items by Client, Job, Project Manager, Subject, Type, Status, Register Date, Due Date and Memo (uses 17" x 11" paper) | ||
| Payroll Summary With Work Types Used In a Period (Report #662) - see Reports -> Employee/Equipment | ||
| Summarize hours based on department for each work type that has time entered during a period | ||
| Modified Reports | ||
| Job List (for Job) (by Job) (Report #101) - see Reports -> Job / Project | ||
| Added Job Name between Job Date and Job Description columns | ||
| Enhanced QuickBooks Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when QuickBooks system errors occur | ||
| Enhanced Reckon Link export error tracking when exporting invoices and payroll timesheets | ||
| Displays more detailed information when Reckon system errors occur | ||
| Various bug fixes | ||