Software
Latitude 9200 series
Latitude Corporate Edition 9218.0203 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0203 is the latest version

Major Release

Latitude Corporate Edition - 9218.0201
May 31, 2018   Updated Data Viewer (Latitude Viewer)
   

See data most relevant to each users role in the business. Quickly filter information and then drill down to 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 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
    Review the largest outstanding invoices you have, so you can take action to collect what is due to your business
    Latitude Viewer pop-up after login
    Have the Data Viewer automatically display each time you login to Latitude.
   
    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 set company non-working days
    Enter non-work days eg. public holidays.
    see Lookup Tables -> Company Closed days
    Enter weekly non-work days ie. weekends
    see Administration -> Setup -> Task/Emp Tab -> Work Days -> uncheck eg. Sunday and Saturday
    To enter non-work days for a new year, copy days from another year (usually the previous year)
    see Lookup Tables -> Company Closed days -> In the "Year" drop-down -> select or enter the year to populate with dates -> click "Duplicate Previous Year" button -> Dates are duplicate in the new year but dates of the week will have change -> Change dates to reflect the correct days of the week for this year
    New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis 
    see Setup -> Time -> Hide amounts from most employees
    To prevent most staff from seeing timesheet amounts, check "Hide amounts from most employees"
    To allow most staff see timesheet amounts, uncheck "Hide amounts from most employees"
    To override this global setting on an employee by employee basis, change their setting in the Employee screen
    To allow an employee to see amounts while other employees cannot, set "See Amounts" in the employee screen to "Yes"
    see Employee screen -> "See Amounts" drop-down
    To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No"
    see Employee screen -> "See Amounts" drop-down
    When changing the security option "Hide amounts from most employees" from unchecked to checked, you will be asked whether to clear the "See Amounts" setting for all employees. To prevent any staff from seeing timesheet amounts click "Yes". To keep the existing staff "See Amounts" settings that allow some staff to see timesheet amounts, click "No"
    Improved Job Creator
    The automated Latitude JobCreator configurable to preload project task, quote, project 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 extra payment details, including scanned 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 formats
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
    New grand total at the bottom of the report
    New 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)
    see Administration -> Setup -> Finance Tab -> Quote Validity Period -> select a validity period in the drop-down or manually enter a period in days (1-999) or months (1M to 99M)
    Additional Receipt WordLink Tags
    Show 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
Latitude 9200 series
Latitude Business Edition 9218.0203 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0203 is the latest version

Major Release

Latitude Business Edition - 9218.0201
May 31, 2018   Updated Data Viewer (Latitude Viewer)
   

See data most relevant to each users role in the business. Quickly filter information and then drill down to the source data.
see Ribbon -> Latitude Viewer

    Open Projects
    Project managers list of all their projects that they can quickly drill down into to manage each project
    My Time
    Overview of 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
    Review the largest outstanding invoices you have, so you can take action to collect what is due to your business
    Latitude Viewer pop-up after login
    Have the Data Viewer automatically display each time you login to Latitude.
   
    New "Company Closed Days" screen to set company non-working days
    Enter non-work days eg. public holidays.
    see Lookup Tables -> Company Closed days
    Enter weekly non-work days ie. weekends
    see Administration -> Setup -> Task/Emp Tab -> Work Days -> uncheck eg. Sunday and Saturday
    To enter non-work days for a new year, copy days from another year (usually the previous year)
    see Lookup Tables -> Company Closed days -> In the "Year" drop-down -> select or enter the year to populate with dates -> click "Duplicate Previous Year" button -> Dates are duplicate in the new year but dates of the week will have change -> Change dates to reflect the correct days of the week for this year
    New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis 
    see Setup -> Time -> Hide amounts from most employees
    To prevent most staff from seeing timesheet amounts, check "Hide amounts from most employees"
    To allow most staff see timesheet amounts, uncheck "Hide amounts from most employees"
    To override this global setting on an employee by employee basis, change their setting in the Employee screen
    To allow an employee to see amounts while other employees cannot, set "See Amounts" in the employee screen to "Yes"
    see Employee screen -> "See Amounts" drop-down
    To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No"
    see Employee screen -> "See Amounts" drop-down
    When changing the security option "Hide amounts from most employees" from unchecked to checked, you will be asked whether to clear the "See Amounts" setting for all employees. To prevent any staff from seeing timesheet amounts click "Yes". To keep the existing staff "See Amounts" settings that allow some staff to see timesheet amounts, click "No"
    Improved Job Creator
    The automated Latitude JobCreator configurable to preload project task, quote, project folder 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 extra payment details, including scanned 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 formats
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
    New grand total at the bottom of the report
    New 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)
    see Administration -> Setup -> Finance Tab -> Quote Validity Period -> select a validity period in the drop-down or manually enter a period in days (1-999) or months (1M to 99M)
    Additional Receipt WordLink Tags
    Show 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
Latitude 9200 series
Latitude Professional Edition 9218.0203 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0203 is the latest version

Major Release

Latitude Professional Edition - 9218.0201
May 31, 2018   Updated Data Viewer (Latitude Viewer)
   

See data most relevant to each users role in the business. Quickly filter information and then drill down to the source data.
see Ribbon -> Latitude Viewer

    My Time
    Overview of 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
    Review the largest outstanding invoices you have, so you can take action to collect what is due to your business
    Latitude Viewer pop-up after login
    Have the Data Viewer automatically display each time you login to Latitude.
   
    New "Company Closed Days" screen to set company non-working days
    Enter non-work days eg. public holidays.
    see Lookup Tables -> Company Closed days
    Enter weekly non-work days ie. weekends
    see Administration -> Setup -> Task/Emp Tab -> Work Days -> uncheck eg. Sunday and Saturday
    To enter non-work days for a new year, copy days from another year (usually the previous year)
    see Lookup Tables -> Company Closed days -> In the "Year" drop-down -> select or enter the year to populate with dates -> click "Duplicate Previous Year" button -> Dates are duplicate in the new year but dates of the week will have change -> Change dates to reflect the correct days of the week for this year
    New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis 
    see Setup -> Time -> Hide amounts from most employees
    To prevent most staff from seeing timesheet amounts, check "Hide amounts from most employees"
    To allow most staff see timesheet amounts, uncheck "Hide amounts from most employees"
    To override this global setting on an employee by employee basis, change their setting in the Employee screen
    To allow an employee to see amounts while other employees cannot, set "See Amounts" in the employee screen to "Yes"
    see Employee screen -> "See Amounts" drop-down
    To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No"
    see Employee screen -> "See Amounts" drop-down
    When changing the security option "Hide amounts from most employees" from unchecked to checked, you will be asked whether to clear the "See Amounts" setting for all employees. To prevent any staff from seeing timesheet amounts click "Yes". To keep the existing staff "See Amounts" settings that allow some staff to see timesheet amounts, click "No"
    Improved Job Creator
    The automated Latitude JobCreator configurable to preload project task, quote, project folder 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 extra payment details, including scanned 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 formats
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 grand total at the bottom of the report
    New 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)
    see Administration -> Setup -> Finance Tab -> Quote Validity Period -> select a validity period in the drop-down or manually enter a period in days (1-999) or months (1M to 99M)
    Additional Receipt WordLink Tags
    Show 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