Software
Latitude 9200 series
Latitude Corporate Edition 9220.0507 Update Latest release of Latitude Corporate Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9220.0507 is the latest version

Major Release

Latitude Corporate Edition - 9220.0507
Oct 2, 2020   New Excel Export of Report Base Data
    Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting
    Project Details
    Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis
   
    WIP Reports
    Export details of your work in progress to Excel for analysis
   
    Timesheets
    Export details of daily hours worked, staff time, equipment time and disbursements
   
    Invoice Profitability
    Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis
   
    Productivity
    Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis
   
    Accounts Receivable
    Export all outstanding invoices and their aging to Microsoft Excel for analysis
   
    Setup Excel Exports
    Set the location to save Excel files produced by the Latitude Excel Export function
   
    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\)
    Run Excel Exports
    Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export
    Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs
    NOTE
    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
    The exported data is not sorted or grouped and does not contain totals
    Microsoft Office 365 Compatibility
    Improved 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
    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.
    Email Quotes, Invoices & Reports Directly From Preview
    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.
    Client Creator
    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.
    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 period showing timesheet date, employee code, item description, quantity, charge extension & invoice ref
    Modified Reports
    Timesheets 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
    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
    New WIP only option
Added employee grouping on timesheets
Added lines above totals to distingish between different totals
    Accounting Link to QuickBooks
    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
    Various bug fixes
Latitude 9200 series
Latitude Business Edition 9220.0507 Update Latest release of Latitude Business Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9220.0507 is the latest version

Major Release

Latitude Business Edition - 9220.0507
Oct 2, 2020   New Excel Export of Report Base Data
    Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting
    Project Details
    Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis
   
    WIP Reports
    Export details of your work in progress to Excel for analysis
   
    Timesheets
    Export details of daily hours worked, staff time, equipment time and disbursements
   
    Invoice Profitability
    Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis
   
    Productivity
    Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis
   
    Accounts Receivable
    Export all outstanding invoices and their aging to Microsoft Excel for analysis
   
    Setup Excel Exports
    Set the location to save Excel files produced by the Latitude Excel Export function
   
    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\)
    Run Excel Exports
    Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export
    Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs
    NOTE
    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
    The exported data is not sorted or grouped and does not contain totals
    Microsoft Office 365 Compatibility
    Improved 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
    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.
    Email Quotes, Invoices & Reports Directly From Preview
    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.
    Client Creator
    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.
    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 period showing timesheet date, employee code, item description, quantity, charge extension & invoice ref
    Modified Reports
    Timesheets 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
    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
    New WIP only option
Added employee grouping on timesheets
Added lines above totals to distingish between different totals
    Accounting Link to QuickBooks
    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
    Various bug fixes
Latitude 9200 series
Latitude Professional Edition 9220.0507 Update Latest release of Latitude Professional Edition
Advanced Update

Advanced Update There is no new advanced update available Latitude 9220.0507 is the latest version

Major Release

Latitude Professional Edition - 9220.0501
Oct 2, 2020   New Excel Export of Report Base Data
    Function to export base data from almost all reports to Microsoft Excel for further analysis and management reporting
    Project Details
    Export lists of active jobs, job cost summaries, job timesheet and invoice summaries, job completion summaries to Microsoft Excel for analysis
   
    WIP Reports
    Export details of your work in progress to Excel for analysis
   
    Timesheets
    Export details of daily hours worked, staff time, equipment time and disbursements
   
    Invoice Profitability
    Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis
   
    Productivity
    Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis
   
    Accounts Receivable
    Export all outstanding invoices and their aging to Microsoft Excel for analysis
   
    Setup Excel Exports
    Set the location to save Excel files produced by the Latitude Excel Export function
   
    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\)
    Run Excel Exports
    Go to Reports -> select an exportable report (most of them are exportable) -> click the Export button -> enter report criteria -> click Export
    Use Excel to perform your own sorting, grouping, totaling, calculations and other data manipulation to satisfy your business needs
    NOTE
    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
    The exported data is not sorted or grouped and does not contain totals
    Microsoft Office 365 Compatibility
    Improved 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
    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.
    Email Quotes, Invoices & Reports Directly From Preview
    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.
    Client Creator
    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.
    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 period showing timesheet date, employee code, item description, quantity, charge extension & invoice ref
    Modified Reports
    Timesheets 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
    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
    New WIP only option
Added employee grouping on timesheets
Added lines above totals to distingish between different totals
    Accounting Link to QuickBooks
    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
    Various bug fixes