Software
Latitude 9200 series
Latitude Corporate Edition 9221.0301 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9221.0301 is the latest version

Major Release

Latitude Corporate Edition - 9221.0301
Feb 23, 2021   Contractor and Subcontractor Margin Analysis
    Separately identify how much of total company billings consists of rebilling (sub)contractors. Track contractor cost and the gross margin for contractor work
    Enter Contractors
    See Finance -> Contractor
    Enter contractor details
    Enter contract worktypes and default margin
    Enter Contractor Charges
    Go to timesheet screen
    Enter date, project, task, work type and contractor cost. Override the charge amount if you don't want take the amount automatically calculated from the default margin. Enter an optional description of the item
    View Contractor Margin Report
    See Reports -> Financial -> Contractor Margin by Work Type (Report #700)
    Microsoft Office 365 Compatibility
    office365Improved Latitude compatibility with Microsoft Office 365. Latitude now works even better with Word 365, Excel 365 and other Office 365 applications.
    Export Reports to Word
    ms wordImproved 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.
    Improved Quote, Invoice & Report Emailing from Preview
    Updated interface to email softwareemail
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.
    Client Creator
    client creatorConfigurable Latitude ClientCreator automates client creation using your own customizable client code format. It can support various combinations from a simple 2 digit codes to complex 10 character codes. It also supports different types that control sequential numbering logic such as "T" for text, "N" for number, "C" for counter and many others. Includes an option to override the default client folder location.
    New Reports
    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
    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
    Modified Reports
    report1Timesheets 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


    Employee Hrs Worked (for Date range & Job) (by Emp, Work Type, Date & Job) adding the option to include disbursements. See Reports -> Employee / Equipment
    New option to include disbursements
    report2Job 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
    Task Gantt chart (A3) - 13 week (Report #325) - 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
    Accounting Link to Sage
    Export Clients and Invoices to Sage 50 2021sage
Import Customers from Sage 50 2021
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2021 (IIF)qb
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
    Accounting Link to MYOB
    Export Clients and Invoices to MYOB 2021myob
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
    Various bug fixes
Latitude 9200 series
Latitude Business Edition 9221.0301 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9221.0301 is the latest version

Major Release

Latitude Business Edition - 9221.0301
Feb 23, 2021   Contractor and Subcontractor Margin Analysis
    Separately identify how much of total company billings consists of rebilling (sub)contractors. Track contractor cost and the gross margin for contractor work
    Enter Contractors
    See Finance -> Contractor
    Enter contractor details
    Enter contract worktypes and default margin
    Enter Contractor Charges
    Go to timesheet screen
    Enter date, project, task, work type and contractor cost. Override the charge amount if you don't want take the amount automatically calculated from the default margin. Enter an optional description of the item
    View Contractor Margin Report
    See Reports -> Financial -> Contractor Margin by Work Type (Report #700)
    Microsoft Office 365 Compatibility
    office365Improved Latitude compatibility with Microsoft Office 365. Latitude now works even better with Word 365, Excel 365 and other Office 365 applications.
    Export Reports to Word
    ms wordImproved 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.
    Improved Quote, Invoice & Report Emailing from Preview
    emailUpdated 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.
    Client Creator
    client creatorThe 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.
    New Reports
    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
    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
    Modified Reports
    report1Timesheets 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

    Employee Hrs Worked (for Date range & Job) (by Emp, Work Type, Date & Job) adding the option to include disbursements. See Reports -> Employee / Equipment
    New option to include disbursements
    report2Job 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
    Task Gantt chart (A3) - 13 week (Report #325) - 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
    Accounting Link to Sage
    sageExport Clients and Invoices to Sage 50 2021
Import Customers from Sage 50 2021
    Accounting Link to QuickBooks
    qbExport 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
    Accounting Link to MYOB
    myobExport 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
    Various bug fixes
Latitude 9200 series
Latitude Professional Edition 9221.0301 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9221.0301 is the latest version

Major Release

Latitude Professional Edition - 9221.0301
Feb 23, 2021   Contractor and Subcontractor Margin Analysis
    Separately identify how much of total company billings consists of rebilling (sub)contractors. Track contractor cost and the gross margin for contractor work
    Enter Contractors
    See Finance -> Contractor
    Enter contractor details
    Enter contract worktypes and default margin
    Enter Contractor Charges
    Go to timesheet screen
    Enter date, project, task, work type and contractor cost. Override the charge amount if you don't want take the amount automatically calculated from the default margin. Enter an optional description of the item
    View Contractor Margin Report
    See Reports -> Financial -> Contractor Margin by Work Type (Report #700)
    Microsoft Office 365 Compatibility
    office365Improved Latitude compatibility with Microsoft Office 365. Latitude now works even better with Word 365, Excel 365 and other Office 365 applications.
    Export Reports to Word
    ms wordImproved 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.
    Improved Quote, Invoice & Report Emailing from Preview
    emailUpdated 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.
    Client Creator
    client creatorThe 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.
    New Reports
    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
    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
    Modified Reports
    report1Timesheets 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
    Employee Hrs Worked (for Date range & Job) (by Emp, Work Type, Date & Job) adding the option to include disbursements. See Reports -> Employee / Equipment
    New option to include disbursements
    report2Job 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
    Task Gantt chart (A3) - 13 week (Report #325) - 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
    Accounting Link to Sage
    sageExport Clients and Invoices to Sage 50 2021
Import Customers from Sage 50 2021
    Accounting Link to QuickBooks
    qbExport 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
    Accounting Link to MYOB
    myobExport 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
    Various bug fixes