|
|
| Oct 24, 2019 |
|
Link to Improved Latitude Mobile Timesheet - LMT |
| |
|
Link to improved optional Latitude Mobile Timesheet application for iPhone, iPad, Android phone and Android tablet used record work done while in the field |
| |
|
Employee Time and Disbursements |
| |
|
Users can enter time and expenses from work sites using their mobile devices |
| |
|
Equipment Time |
| |
|
Enter equipment time against jobs while in the field |
| |
|
Predefined timesheet Work Descriptions |
| |
|
Speedup detailed timesheet entry using predefined timesheet work descriptions |
| |
|
Time Budget |
| |
|
Set a budget amount or time budget for each project task to warn staff when they are over budget or even prevent them from going over a hard maximum budget |
| |
|
Week View |
| |
|
See a summary of the previous 7 days work |
| |
|
  |
| |
|
NOTE |
| |
|
The Latitude Mobile Timesheet (LMT) application is available as an optional subscription add-on that works with your Latitude database |
| |
|
LMT requires suitable server and network infrastructure and a client application installed on mobile devices |
| |
|
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 |
| |
|
See Reports -> Job / Project |
| |
|
WIP Reports |
| |
|
Export details of your work in progress to Excel for analysis |
| |
|
See Reports -> Job / Project |
| |
|
Timesheets |
| |
|
Export details of daily hours worked, staff time, equipment time and disbursements |
| |
|
See Reports -> Timesheets |
| |
|
Invoice Profitability |
| |
|
Export invoices for current jobs against the time allocated to them to Microsoft Excel for analysis |
| |
|
See Reports -> Financial |
| |
|
Productivity |
| |
|
Export productivity of each invoice and productivity of each employee to Microsoft Excel for analysis |
| |
|
See Reports -> Productivity |
| |
|
Accounts Receivable |
| |
|
Export all outstanding invoices and their aging to Microsoft Excel for analysis |
| |
|
See Reports -> Financial |
| |
|
Setup Excel Exports |
| |
|
Set the location to save Excel files produced by the Latitude Excel Export function |
| |
|
See Setup -> Options2 tab -> Report / Output -> Default Folder Location -> enter a location in the file system |
| |
|
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 |
|
|
Modified Reports |
| |
|
Invoices between two dates in Reference order (Report #379) - see Reports -> Timesheets |
| |
|
Added new project manager field under job number. The label for this field is set in the Custom Fields screen and is the same label as is used for the Job screen Project Manager field |
| |
|
Aged Accounts Receivable by Client, Job & Invoice Date (Report #484) - see Reports -> Financial |
| |
|
Changed group and total by project manager |
| |
|
Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets |
| |
|
Extra selection criteria added |
| |
|
Job Status
Employee Code
Company (Job Branch) |
| |
|
Accounting Link to MYOB |
| |
|
Export Clients and Invoices to MYOB 2019
Export Payroll Timesheets to MYOB 2019
Export Receipts (Accrual) to MYOB 2019
Import Cards and Contacts from MYOB 2019
Export Clients and Invoices to MYOB Accounting Plus 2019
Export Clients and Invoices (Professional Sales) to MYOB Accounting Plus 2019
Export Payroll Timesheets to MYOB Accounting Plus 2019
Export Receipts (Accrual) to MYOB Accounting Plus 2019
Import Cards and Contacts from MYOB Accounting Plus 2019
Export Clients and Invoices to MYOB Premier 2019
Export Clients and Invoices (Professional Sales) to MYOB Premier 2019
Export Payroll Timesheets to MYOB Premier 2019
Export Receipts (Accrual) to MYOB Premier 2019
Import Cards and Contacts from MYOB Premier 2019 |
| |
|
Accounting Link to Reckon |
| |
|
Export Clients and Invoices to Reckon Accounts 2019 (IIF)
Export Receipts (Accrual) to Reckon Accounts 2019 (IIF)
Export Clients and Invoices to Reckon Accounts 2019
Export Payroll Timesheets to Reckon Accounts 2019
Export Receipts (Accrual) to Reckon Accounts 2019
Import Customers from Reckon Accounts 2019 |
| |
|
Various bug fixes |
