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| Nov 26, 2021 |
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Invoice Processing |
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 Save project manager time communicating with accounts on billing. New job billing status for project managers to indicate to project administration and accounts staff that a project is ready to be invoiced in the next billing cycle. Toggles job billing status between "BILL NOW"/"Bill Notice" when double-clicked
When a new invoice is raised, the Job Billing status is automatically reset to "Billing Schedule"
New invoice screen -> Invoice Note tab to record any special invoice processing instructions
Invoice View
List of invoices by project for each project manager. Double click on invoice to see full details
Can filter invoices by client, project, project manager, invoice status and invoice date
see Latitude Viewer -> Invoice tab |
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Payroll Approval |
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 Allows project managers to review timesheets prior to invoicing and export to payroll software
Filter timesheets by timesheet date, employee, project and timesheet status
see Latitude Viewer -> Payroll Approval tab |
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Improved Legal Description Search |
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 Improved ability to search legal description components in ranges. Examples of the various types of searches that are possible on a nominated field (in this case on the Lot field): Lots 1-5; Lots 2A-2B; Lots 2, 3, 4; Lots 2A, 3B, 4C; Lots 2-4, 8, 10-12; Lots 2A-5C, 8, 10-12; Lots 2 to 4; Lots 3 & 5; Lots 6 / 7
see Lookup Tables -> Land / Legal Description Type -> select a Legal Description Element -> tick Search Range |
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Corporate Group Relationships |
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 Track relationships between members of prospect, client and supplier corporate groups, including parent companies, subsidiaries and sibling companies. Handy to build profiles for use in sales and marketing
see Business contacts screen -> Relations tab |
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New Reports |
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Timesheet Exception Report (Report #746) - see Reports -> Timesheets |
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Prior to billing and payroll, this report enables you to easily find potentially erroneous time entries and other 'exceptions'. This includes timesheets with excessive hours, or large increases or decreases in hours, or staff with no timesheets in a period, or excessive hours in a day |
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Improved Reports |
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Project Profitability Summary (Report #447) - see Reports -> Job / Project
Added the option to include or exclude disbursements
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Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets |
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Added option to show project site address details |
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Accounting Link to QuickBooks |
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Export Clients and Invoices to QuickBooks 2022 (IIF)
Export Receipts (Accrual) to QuickBooks 2022 (IIF)
Export Clients and Invoices to QuickBooks 2022
Export Payroll Timesheets to QuickBooks 2022
Export Receipts (Accrual) to QuickBooks 2022
Import Customers from QuickBooks 2022 |
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Accounting Link to Reckon |
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Export Clients and Invoices to Reckon 2021 (IIF)
 Export Receipts (Accrual) to Reckon 2021 (IIF)
Export Clients and Invoices to Reckon 2021
Export Payroll Timesheets to Reckon 2021
Export Receipts (Accrual) to Reckon 2021
Import Customers from Reckon 2021 |
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Various bug fixes |
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| Feb 23, 2021 |
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Client Creator |
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 The Latitude ClientCreator automates client creation using your own custom client code format. It can support various combinations, from simple 2 digit codes to complex 10 character codes. It also supports different sequential numbering logic such as text ("T"), numeric ("N"), counter ("C") and many others. It also includes an option to override the default client folder location |
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Microsoft Office 365 Compatibility |
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 Improved Latitude compatibility with Microsoft Office 365. Latitude now works even better with Word 365, Excel 365 and other Office 365 applications. |
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Export Reports to Word |
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 Improved link to Word so you can more efficiently open reports in Latitude and export them to Microsoft Word. You can then edit the reports in Word before presenting them to your clients, managers and staff. |
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Improved Quote, Invoice & Report Emailing from Preview |
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 Updated interface to email software
Preview quotes, invoices and reports, click the "Send to" button and have Latitude create a new email with the quote, invoice or report as an attachment.
Go to a quote, invoice or report -> preview it -> right click anywhere on the preview -> click "Send to" -> click "Mail Recipient" -> click PDF format -> click OK.
Note, this feature only works with Windows email clients such Microsoft Outlook and is not available with the Latitude runtime client. |
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New Reports |
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Job Hrs Task Work Type (for date range, proj mgr, client & job) (by proj mgr, job, task & work type) (Report #723) - see Reports -> Job / Projects |
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List of time & disbursements by project manager, project, task & work type for a time period showing timesheet date, employee code, item description, quantity, charge extension & invoice ref |
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Modified Reports |
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 Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets
New client name and site address in report summary mode
Month total with month and year
New chargeable work type only option
New employee code page break option
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Employee Hrs Worked (for Date range & Job) (by Emp, Work Type, Date & Job) adding the option to include disbursements. See Reports -> Employee / Equipment |
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New option to include disbursements |
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 Job Hrs Task Work Type (for date range, proj mgr, client & job) (by proj mgr, job, task & work type) (Report #723) - see Reports -> Job / Projects
New WIP (work in progress) only option
New employee grouping on timesheets
New lines above totals to distinguish between different totals
Task Gantt chart (A3) (Report #185) - see Reports -> Job Task
Change report behavior to use the estimated task start and end dates. If the task start and end dates are not filled, the report will use the actual task start and end dates
Task Gantt chart (A3) (Report #185) - see Reports -> Job Task
Change report behavior to use the estimated task start and end dates. If the task start and end dates are not filled, the report will use the actual task start and end dates |
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Task Gantt chart (A3) - 13 week (Report #325) - see Reports -> Job Task |
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Change report behavior to use the estimated task start and end dates. If the task start and end dates are not filled, the report will use the actual task start and end dates |
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Accounting Link to Sage |
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 Export Clients and Invoices to Sage 50 2021
Import Customers from Sage 50 2021 |
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Accounting Link to QuickBooks |
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Export Clients and Invoices to QuickBooks 2021 (IIF)
Export Receipts (Accrual) to QuickBooks 2021 (IIF)
Export Clients and Invoices to QuickBooks 2021
Export Payroll Timesheets to QuickBooks 2021
Export Receipts (Accrual) to QuickBooks 2021
Import Customers from QuickBooks 2021 |
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Accounting Link to MYOB |
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 Export Clients and Invoices to MYOB 2021
Export Payroll Timesheets to MYOB 2021
Export Receipts (Accrual) to MYOB 2021
Import Cards and Contacts from MYOB 2021
Export Clients and Invoices to MYOB Accounting Plus 2021
Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2021
Export Payroll Timesheets to MYOB Accounting Plus 2021
Export Receipts (Accrual) to MYOB Accounting Plus 2021
Import Cards and Contacts from MYOB Accounting Plus 2021
Export Clients and Invoices to MYOB Premier 2021
Export Clients and Invoices (Professional Sales) to MYOB Premier 2021
Export Payroll Timesheets to MYOB Premier 2021
Export Receipts (Accrual) to MYOB Premier 2021
Import Cards and Contacts from MYOB Premier 2021 |
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Various bug fixes |
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