|
|
| May 31, 2018 |
|
Updated Data Viewer (LatiViewer) |
| |
|
See data most relevant to each users role in the business. Quickly filter information and then drill down into the source data.
see Ribbon -> Latitude Viewer
|
| |
|
My Notifications |
| |
|
Personalized list of all workflow, reminder, staff and equipment notifications for each employee |
| |
|
Open Projects |
| |
|
Project managers list of all their projects that they can quickly drill down into to manage each project |
| |
|
My Time |
| |
|
Overview of the work done by a user during the day |
| |
|
WIP (Work In Progress) |
| |
|
See all of your unbilled time on a project by project basis together with quote and invoiced-to-date amounts. Right click or double click to see full details |
| |
|
Outstanding Invoice |
| |
|
Quickly reminds you of the largest outstanding invoices you have, so you can take action to collect what is due to your business |
| |
|
Enhanced Workflow |
| |
|
Link workflow to tasks. When Autocomplete is set to "yes", the task start date and end date are automatically filled, and the task % complete is set to 100%
see workflow screen -> select an action -> action links -> "Task" drop-down
|
| |
|
Link workflow to timesheets. When Timesheet Entry is set to "yes", the timesheet screen pops-up when a workflow action is completed ready for the user to detail the time they spent on the action.
see workflow screen -> select an action -> action links -> "Timesheet Entry" drop-down
|
| |
|
New "Company Closed Days" screen to enter company non-working days
see Lookup Tables -> Company Closed days
|
| |
|
New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis |
| |
|
Default value = "Show" if Setup -> Time -> "Hide amounts from most employees" = FALSE |
| |
|
Default value = "Hide" if Setup -> Time -> "Hide amounts from most employees" = TRUE
see Employee screen -> "See Amounts" drop-down |
| |
|
Hide amounts from most employees |
| |
|
When changed to "TRUE", asks whether to change all employee settings
see Administration -> Setup -> Time |
| |
|
Improved Job Creator |
| |
|
The automated JobCreator tool to preload project task, quote, folder, workflow etc now also fills task estimated start and end dates |
| |
|
New Receipts Register item facility |
| |
|
Open the register screen directly from the receipt screen and record extensive extra payment details, including images of checks/cheques |
| |
|
see Receipt screen -> Register button |
| |
|
Extra Job User Fields |
| |
|
Store, search and filter even more custom project details in the 15 extra user customizable fields we've added
|
| |
|
Display this data on your packetsheets, quotes, field tickets and invoices using the new WordLink tags Job.UsrFld26 through Job.UsrFld40
see Job screen -> User Field tab |
| |
|
Custom WordLink Output File Name Format |
| |
|
Recover from mistakes you make in setting your custom WordLink output file name formats by resetting them to the Latitude default name forma
see Setup -> Job -> WordLink Output File Name Format - "Use Defaults" button
|
| |
|
Modified Reports |
| |
|
Invoice Time and Disbursement Detail (Report #576) - see Reports -> Financial |
| |
|
Sort timesheets by date ascending |
| |
|
Timesheets (for date range & job) (by Date, Emp) (Report #156) - see Reports -> Timesheets |
| |
|
Widened Qty column to 6 digits and Amount column to 10 digits |
| |
|
Timesheets Invoiced (for date range) (by Client, Invoiced, Date) (Report #149) - see Reports -> Timesheets |
| |
|
New 'Invoice Status' option to show All, Draft or Submitted invoices, with the default being All |
| |
|
Added a grand total at the bottom of the report |
| |
|
Added Client selection criterion |
| |
|
Quote Validity Period |
| |
|
Automatically set quote Valid To date, by setting a default quote validity period in days (1-999) or months (1M to 99M) |
| |
|
In the "Quote Validity Period" field -> select the validity period in the drop-down or manually enter a period in days (1-999) or months (1M to 99M)
see Administration -> Setup -> Finance Tab |
| |
|
Additional Receipt WordLink Tags |
| |
|
Shows a summary of each receipt line |
| |
|
ReceiptsLineSummaryList.ReceiptNo |
| |
|
ReceiptsLineSummaryList.ReceiptAmount |
| |
|
ReceiptsLineSummaryList.PaidAmt |
| |
|
ReceiptsLineSummaryList.InvRef |
| |
|
ReceiptsLineSummaryList.ClientCode |
| |
|
ReceiptsLineSummaryList.ClientName |
| |
|
ReceiptsLineSummaryList.JobNo |
| |
|
ReceiptsLineSummaryList.JobName |
| |
|
Accounting Link to MYOB |
| |
|
Export Clients and Invoices to MYOB 2018 |
| |
|
Export Payroll Timesheets to MYOB 2018 |
| |
|
Export Receipts (Accrual) to MYOB 2018 |
| |
|
Import Cards and Contacts from MYOB 2018 |
| |
|
Export Clients and Invoices to MYOB Accounting Plus 2018 |
| |
|
Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2018 |
| |
|
Export Payroll Timesheets to MYOB Accounting Plus 2018 |
| |
|
Export Receipts (Accrual) to MYOB Accounting Plus 2018 |
| |
|
Import Cards and Contacts from MYOB Accounting Plus 2018 |
| |
|
Export Clients and Invoices to MYOB Premier 2018 |
| |
|
Export Clients and Invoices (Professional Sales) to MYOB Premier 2018 |
| |
|
Export Payroll Timesheets to MYOB Premier 2018 |
| |
|
Export Receipts (Accrual) to MYOB Premier 2018 |
| |
|
Import Cards and Contacts from MYOB Premier 2018 |
| |
|
Accounting Link to QuickBooks |
| |
|
Export Clients and Invoices to QuickBooks 2018 (IIF) |
| |
|
Export Receipts (Accrual) to QuickBooks 2018 (IIF) |
| |
|
Export Clients and Invoices to QuickBooks 2018 |
| |
|
Export Payroll Timesheets to QuickBooks 2018 |
| |
|
Export Receipts (Accrual) to QuickBooks 2018 |
| |
|
Import Customers from QuickBooks 2018 |
| |
|
Accounting Link to Reckon |
| |
|
Export Clients and Invoices to Reckon Accounts 2018 (IIF) |
| |
|
Export Receipts (Accrual) to Reckon Accounts 2018 (IIF) |
| |
|
Export Clients and Invoices to Reckon Accounts 2018 |
| |
|
Export Payroll Timesheets to Reckon Accounts 2018 |
| |
|
Export Receipts (Accrual) to Reckon Accounts 2018 |
| |
|
Import Customers from Reckon Accounts 2018 |
| |
|
Various bug fixes |
