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Oct 2, 2020 |
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New Excel Export of Report Base Data |
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Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting |
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Project Details |
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Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis |
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See Reports -> Job / Project |
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WIP Reports |
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Export details of your work in progress to Excel for analysis |
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See Reports -> Job / Project |
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Timesheets |
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Export details of daily hours worked, staff time, equipment time and disbursements |
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See Reports -> Timesheets |
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Invoice Profitability |
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Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis |
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See Reports -> Financial |
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Productivity |
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Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis |
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See Reports -> Productivity |
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Accounts Receivable |
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Export all outstanding invoices and their aging to Microsoft Excel for analysis |
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See Reports -> Financial |
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Setup Excel Exports |
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Set the location to save Excel files produced by the Latitude Excel Export function |
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See Setup -> Options2 tab -> Report / Output -> Default Folder Location -> enter a location in the file system |
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If you do not set a "Default Folder Location" or if it does not exist in the file system, export files will be saved in the same location as the Latitude client program (usually C:\Lati99\) |
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Run Excel Exports |
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Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export |
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Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs |
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NOTE |
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Not all reports contain base data that can be exported. Whether base data is available depends on a combination of your Latitude configuration, report criteria used and the complexity of the report |
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The exported data is not sorted or grouped and does not contain totals |
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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 staff, managers and clients. |
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Email Quotes, Invoices & Reports Directly From Preview |
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Preview quotes, invoices and reports, click a 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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Client Creator |
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Configurable Latitude ClientCreator to automate client creation using your own client code format. It can support various combinations from a simple 2 digit numbers to a complex 10 digit numbers. It supports different types that affects the sequential numbering logic such as "T" for text, "N" for number, "C" for counter and others. Includes option to override the default client folder. |
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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 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 |
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New client name and site address in report summary mode |
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Month total with month and year |
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New chargeable work type only option |
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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 |
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New WIP only option Added employee grouping on timesheets Added lines above totals to distingish between different totals |
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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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Various bug fixes |