Software

Latitude 9200 series
Latitude Corporate Edition 9218.0703 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0703 is the latest version

Major Release

Latitude Corporate Edition - 9218.0701
Nov 30, 2018   New Configurable Notification Group Roles
    Different members of a group can now be given different menu options by configuring Notification Roles
    Overview
    Notification items are sent out to groups of users. Each group member has the same menu options by default, but this menu can now be configured on a member by member basis.
    There are currently 5 roles in Latitude, the "Can Acknowledge" and "Backstop" roles are configurable, while the "Can Accept", "Can Decline" and "Can Complete" roles are always available to all group members.
    "Can Acknowledge" is usually given to supervisors and team leads that need only be notified that a particular work process item is in the queue, but who do not actually perform any work on it. They therefore only need to "acknowledge" they have seen the item. In cases where nobody accepts a particular item, eg. everyone notified either acknowledged or declined the item, a "Backstop" employee will be notified of this in order for them to either update, re-assign or close the item
    Menu options:
    Acknowledge - Acknowledge an item and optionally enter a reason. Once acknowledged, the item is removed from the notification list. Acknowledged items re-appear in the users item list when the item is updated ie. when status, subject, date etc are changed
    Accept - Sets the current logged-on user as the "owner" of the item. Other staff who were originally notified about the item no longer receive notifications about this item after the "owner" accepts it
    Decline - Prompts the user to enter a reason, sets the notification item status to "Declined" and removes the item from the current user's list. Other staff will still continue to receive the same notification until they all either accept or decline it. If nobody accepts the item, the responsible person (ie. backstop) will be notified so they can update, re-assign or close the item
    Complete - Once a user who accepts and item is finished working on it, they change the item to "completed" after which the item is removed from their notification list
    Open Item - Opens the item normally
    To see the menu options,
    See Latitude Viewer -> My Notifications -> right-click an item
    To configure the notification roles,
    See Latitude Viewer -> My Notifications -> right-click an item
    To assign notification roles to employees,
    See Employee -> Notification tab -> select a group -> select a role
    Scheduled Register Notifications & Reminders
    Make future dated register notifications appear in current notification listings, daily email notifications and Outlook reminders prior to the actual date or deadline.
    To create future dated notifications, do the following:
    Create a register item -> enter register item details
    Enter a register date in the future eg. July 1 next year
    Nominate the notification group to be notified in the "Notify" field
    Set the number of days prior to the register item date you want to be notified for in the "Day" field eg. 7 to be notified 7 days prior to the register date.
    Register notifications during the reminder period prior to the register date are automatically included in the daily notification email of each member of the assigned reminder group, or in the employee's list if you set it to remind an individual employee
    More content in Notification emails
    New job name, job status and register status fields in notification email
    More content in Outlook pop-up reminders
    New job name, job status and register status fields in Outlook reminders
    Enhanced WorkFlow 
    Streamlined "Change Date Estimate" dialog to automatically set end date the same as start date if the new selected start date is ahead of the end date, similarly automatically set start date the same as end date if the new selected end date is behind of the start date
    see WorkFlow screen -> workflow action -> click "Change Date Est" button
    New OpenStreetMap Lat/Long Data Provider 
    OpenStreetMap support to load Lat/Long from the job site address. An alternative free service to the 'Paid' Google service that, as at September 2018, comes with a free $200 or so per month credit that gives you around 28,000 free lat/long coordinate lookups per month.
    OpenStreetMap processes a maximum of 3000 records per hour so this may take some time if you bulk load all your site addresses
    Revised Google Lat/Long Data Provider
    Note you need a Google billing account to configure this
    Link your paid Google MapLink service to Latitude
    Get Google Geocode API credentials if you don't already have them
    Go to https://console.cloud.google.com/projectselector/google/maps-apis
    Login using your Google account
    On the Left pane -> click API -> Click "Create" -> in the Project Name -> enter "Latitude MapLink" -> click "Create"
    Wait for the project to create
    In the Dashboard -> click "Go to API's Overview"
    On the left pane -> click "Credentials" -> "Create Credentials" -> select "API key"
    Copy the generate API key
    Enable Google Billing
    On the top left -> click the burger menu -> select Billing
    Click "Link a billing Account" -> "Create Billing Account"
    Enter billing details eg. customer info, credit card details, etc
    Click "Agree and Continue"
    Setup Google Geocode API
    On the ribbon, go to Administration -> Setup
    Go the "GIS" tab -> In the "Lat/Long Data Provider" drop-down -> select "Google"
    Enter the API key in the "API Key" field
    Click "Done"
    Email Invoices to Multiple Recipients
    Select more than one recipient when sending an invoice to your customers
    In the 'Invoice Email' dialog box - Enter recipient, subject, body -> double click the 'CC' field -> select the contact(s) you want to CC and BCC the invoice email to
    Light Theme User Interface - White UI
    New lighter and flatter look to make Latitude better visually fit in with contemporary Windows UI theming
    New link to Latitude Mobile Timesheet - LMT
    Links to Latitude Mobile Timesheet application for iPhones, iPads, Android phones & Android tablets
    Mobile timesheet screen designed for mobile devices that makes it easy to enter time and expenses from the field
    Requires suitable server & network infrastructure and client app installed on mobile devices
    Link Multiple Contacts on a Register item
    Track multiple senders and recipients on a register item
    To add multiple senders
    Double click the 'From' field -> In the 'Select Sender' dialog box -> select each contact the email is to be sent from
    To add multiple recipients
    Double click the 'To' field -> In the 'Select Recipients' dialog box -> select 1 or more contacts to fill each of the email To, CC and BCC fields
    When you drag Outlook email to the register, the Latitude To, CC and BCC fields are automatically filled
    Sort Client Contact List
    New sort column in the client contact list to sort contacts. This allows you to prioritize important contacts by adding sort numbers. Note contacts flagged as main and marketing contacts override the sort number and appear at the top of the list.
    see Business Contacts -> Contact tab -> Sort column
    Auto-filling of job description from job name is now configurable
    Enabled by default. Uncheck to stop automatic filling
    see Administration -> Setup -> Job Tab -> "Set default job description from job name"
    Enhanced Latitude Viewer
    Option to stop showing the Latitude Viewer automatically after logging in
    NOTE: This option only appears if the "Notifications" feature is enabled
    see Latitude Viewer -> Show after logon -> set to "No"
    New Reports
    Workflow Declined Actions (Report #660) - see Reports -> Job / Project
    List of employees who have declined actions
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2019 (IIF)
    Export Receipts (Accrual) to QuickBooks 2019 (IIF)
    Export Clients and Invoices to QuickBooks 2019
    Export Payroll Timesheets to QuickBooks 2019
    Export Receipts (Accrual) to QuickBooks 2019
    Import Customers from QuickBooks 2019
    Accounting Link to Sage
    Export Clients and Invoices to Sage50 2019
    Import Customers from Sage50 2019
    Various bug fixes
Latitude Corporate Edition - 9218.0201
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 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.
    see Latitude Viewer -> "Show after logon"
    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 9218.0703 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0703 is the latest version

Major Release

Latitude Business Edition - 9218.0701
Nov 30, 2018   New Configurable Notification Group Roles
    Different members of a group can now be given different menu options by configuring Notification Roles
    Overview
    Notification items are sent out to groups of users. Each group member has the same menu options by default, but this menu can now be configured on a member by member basis.
    There are currently 5 roles in Latitude, the "Can Acknowledge" and "Backstop" roles are configurable, while the "Can Accept", "Can Decline" and "Can Complete" roles are always available to all group members.
    "Can Acknowledge" is usually given to supervisors and team leads that need only be notified that a particular work process item is in the queue, but who do not actually perform any work on it. They therefore only need to "acknowledge" they have seen the item. In cases where nobody accepts a particular item, eg. everyone notified either acknowledged or declined the item, a "Backstop" employee will be notified of this in order for them to either update, re-assign or close the item
    Menu options:
    Acknowledge - Acknowledge an item and optionally enter a reason. Once acknowledged, the item is removed from the notification list. Acknowledged items re-appear in the users item list when the item is updated ie. when status, subject, date etc are changed
    Accept - Sets the current logged-on user as the "owner" of the item. Other staff who were originally notified about the item no longer receive notifications about this item after the "owner" accepts it
    Decline - Prompts the user to enter a reason, sets the notification item status to "Declined" and removes the item from the current user's list. Other staff will still continue to receive the same notification until they all either accept or decline it. If nobody accepts the item, the responsible person (ie. backstop) will be notified so they can update, re-assign or close the item
    Complete - Once a user who accepts and item is finished working on it, they change the item to "completed" after which the item is removed from their notification list
    Open Item - Opens the item normally
    To see the menu options,
    See Latitude Viewer -> My Notifications -> right-click an item
    To configure the notification roles,
    See Latitude Viewer -> My Notifications -> right-click an item
    To assign notification roles to employees,
    See Employee -> Notification tab -> select a group -> select a role
    Scheduled Register Notifications & Reminders
    Make future dated register notifications appear in current notification listings, daily email notifications and Outlook reminders prior to the actual date or deadline.
    To create future dated notifications, do the following:
    Create a register item -> enter register item details
    Enter a register date in the future eg. July 1 next year
    Nominate the notification group to be notified in the "Notify" field
    Set the number of days prior to the register item date you want to be notified for in the "Day" field eg. 7 to be notified 7 days prior to the register date.
    Register notifications during the reminder period prior to the register date are automatically included in the daily notification email of each member of the assigned reminder group, or in the employee's list if you set it to remind an individual employee
    More content in Notification emails
    New job name, job status and register status fields in notification email
    More content in Outlook pop-up reminders
    New job name, job status and register status fields in Outlook reminders
    New OpenStreetMap Lat/Long Data Provider 
    OpenStreetMap support to load Lat/Long from the job site address. An alternative free service to the 'Paid' Google service that, as at September 2018, comes with a free $200 or so per month credit that gives you around 28,000 free lat/long coordinate lookups per month.
    OpenStreetMap processes a maximum of 3000 records per hour so this may take some time if you bulk load all your site addresses
    Revised Google Lat/Long Data Provider
    Note you need a Google billing account to configure this
    Link your paid Google MapLink service to Latitude
    Get Google Geocode API credentials if you don't already have them
    Go to https://console.cloud.google.com/projectselector/google/maps-apis
    Login using your Google account
    On the Left pane -> click API -> Click "Create" -> in the Project Name -> enter "Latitude MapLink" -> click "Create"
    Wait for the project to create
    In the Dashboard -> click "Go to API's Overview"
    On the left pane -> click "Credentials" -> "Create Credentials" -> select "API key"
    Copy the generate API key
    Enable Google Billing
    On the top left -> click the burger menu -> select Billing
    Click "Link a billing Account" -> "Create Billing Account"
    Enter billing details eg. customer info, credit card details, etc
    Click "Agree and Continue"
    Setup Google Geocode API
    On the ribbon, go to Administration -> Setup
    Go the "GIS" tab -> In the "Lat/Long Data Provider" drop-down -> select "Google"
    Enter the API key in the "API Key" field
    Click "Done"
    Email Invoices to Multiple Recipients
    Select more than one recipient when sending an invoice to your customers
    In the 'Invoice Email' dialog box - Enter recipient, subject, body -> double click the 'CC' field -> select the contact(s) you want to CC and BCC the invoice email to
    Light Theme User Interface - White UI
    New lighter and flatter look to make Latitude better visually fit in with contemporary Windows UI theming
    New link to Latitude Mobile Timesheet - LMT
    Links to Latitude Mobile Timesheet application for iPhones, iPads, Android phones & Android tablets
    Mobile timesheet screen designed for mobile devices that makes it easy to enter time and expenses from the field
    Requires suitable server & network infrastructure and client app installed on mobile devices
    Link Multiple Contacts on a Register item
    Track multiple senders and recipients on a register item
    To add multiple senders
    Double click the 'From' field -> In the 'Select Sender' dialog box -> select each contact the email is to be sent from
    To add multiple recipients
    Double click the 'To' field -> In the 'Select Recipients' dialog box -> select 1 or more contacts to fill each of the email To, CC and BCC fields
    When you drag Outlook email to the register, the Latitude To, CC and BCC fields are automatically filled
    Sort Client Contact List
    New sort column in the client contact list to sort contacts. This allows you to prioritize important contacts by adding sort numbers. Note contacts flagged as main and marketing contacts override the sort number and appear at the top of the list.
    see Business Contacts -> Contact tab -> Sort column
    Auto-filling of job description from job name is now configurable
    Enabled by default. Uncheck to stop automatic filling
    see Administration -> Setup -> Job Tab -> "Set default job description from job name"
    Enhanced Latitude Viewer
    Option to stop showing the Latitude Viewer automatically after logging in
    NOTE: This option only appears if the "Notifications" feature is enabled
    see Latitude Viewer -> Show after logon -> set to "No"
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2019 (IIF)
    Export Receipts (Accrual) to QuickBooks 2019 (IIF)
    Export Clients and Invoices to QuickBooks 2019
    Export Payroll Timesheets to QuickBooks 2019
    Export Receipts (Accrual) to QuickBooks 2019
    Import Customers from QuickBooks 2019
    Accounting Link to Sage
    Export Clients and Invoices to Sage50 2019
    Import Customers from Sage50 2019
    Various bug fixes
Latitude Business Edition - 9218.0201
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 to the source data.
see Ribbon -> Latitude Viewer
    My Notifications
    Personalized list of all 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.
    see Latitude Viewer -> "Show after logon"
    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 9218.0703 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9218.0703 is the latest version

Major Release

Latitude Professional Edition - 9218.0701
Nov 30, 2018   New OpenStreetMap Lat/Long Data Provider 
    OpenStreetMap support to load Lat/Long from the job site address. An alternative free service to the 'Paid' Google service that, as at September 2018, comes with a free $200 or so per month credit that gives you around 28,000 free lat/long coordinate lookups per month.
    OpenStreetMap processes a maximum of 3000 records per hour so this may take some time if you bulk load all your site addresses
    Revised Google Lat/Long Data Provider
    Note you need a Google billing account to configure this
    Link your paid Google MapLink service to Latitude
    Get Google Geocode API credentials if you don't already have them
    Go to https://console.cloud.google.com/projectselector/google/maps-apis
    Login using your Google account
    On the Left pane -> click API -> Click "Create" -> in the Project Name -> enter "Latitude MapLink" -> click "Create"
    Wait for the project to create
    In the Dashboard -> click "Go to API's Overview"
    On the left pane -> click "Credentials" -> "Create Credentials" -> select "API key"
    Copy the generate API key
    Enable Google Billing
    On the top left -> click the burger menu -> select Billing
    Click "Link a billing Account" -> "Create Billing Account"
    Enter billing details eg. customer info, credit card details, etc
    Click "Agree and Continue"
    Setup Google Geocode API
    On the ribbon, go to Administration -> Setup
    Go the "GIS" tab -> In the "Lat/Long Data Provider" drop-down -> select "Google"
    Enter the API key in the "API Key" field
    Click "Done"
    Email Invoices to Multiple Recipients
    Select more than one recipient when sending an invoice to your customers
    In the 'Invoice Email' dialog box - Enter recipient, subject, body -> double click the 'CC' field -> select the contact(s) you want to CC and BCC the invoice email to
    Light Theme User Interface - White UI
    New lighter and flatter look to make Latitude better visually fit in with contemporary Windows UI theming
    New link to Latitude Mobile Timesheet - LMT
    Links to Latitude Mobile Timesheet application for iPhones, iPads, Android phones & Android tablets
    Mobile timesheet screen designed for mobile devices that makes it easy to enter time and expenses from the field
    Requires suitable server & network infrastructure and client app installed on mobile devices
    Link Multiple Contacts on a Register item
    Track multiple senders and recipients on a register item
    To add multiple senders
    Double click the 'From' field -> In the 'Select Sender' dialog box -> select each contact the email is to be sent from
    To add multiple recipients
    Double click the 'To' field -> In the 'Select Recipients' dialog box -> select 1 or more contacts to fill each of the email To, CC and BCC fields
    When you drag Outlook email to the register, the Latitude To, CC and BCC fields are automatically filled
    Sort Client Contact List
    New sort column in the client contact list to sort contacts. This allows you to prioritize important contacts by adding sort numbers. Note contacts flagged as main and marketing contacts override the sort number and appear at the top of the list.
    see Business Contacts -> Contact tab -> Sort column
    Auto-filling of job description from job name is now configurable
    Enabled by default. Uncheck to stop automatic filling
    see Administration -> Setup -> Job Tab -> "Set default job description from job name"
    Enhanced Latitude Viewer
    Option to stop showing the Latitude Viewer automatically after logging in
    see Latitude Viewer -> Show after logon -> set to "No"
    Accounting Link to QuickBooks
    Export Clients and Invoices to QuickBooks 2019 (IIF)
    Export Receipts (Accrual) to QuickBooks 2019 (IIF)
    Export Clients and Invoices to QuickBooks 2019
    Export Payroll Timesheets to QuickBooks 2019
    Export Receipts (Accrual) to QuickBooks 2019
    Import Customers from QuickBooks 2019
    Accounting Link to Sage
    Export Clients and Invoices to Sage50 2019
    Import Customers from Sage50 2019
    Various bug fixes
Latitude Professional Edition - 9218.0201
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 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.
    see Latitude Viewer -> "Show after logon"
    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 JobCreator tool to preload project task, quote, 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