| 1 I: Where do I start with Latitude |
 | 1.1 About this How To Guide |
| 1.2 Latitude topics for different types of users |
| 2 I: Assumed Knowledge and Conventions |
| 2.1 Users are familiar with the Windows interface |
| 2.2 Users are familiar with the Database interface |
| 2.3 Conventions used in Latitude |
| 2.4 Latitude Shortcuts |
| 2.5 Basic database concepts |
| 2.6 Users of accounting functions are familiar with accounting |
| 2.7 Administrators are familiar with basic utilities and networks. |
| 3 I: Latitude Overview |
| 3.1 Business Contacts, Contacts |
| 3.2 Projects / Jobs |
| 3.3 Job Site Details |
| 3.4 Quoting |
| 3.5 Capturing Time |
| 3.6 Job Costing |
| 3.7 Job Billing |
| 3.8 Invoicing & Receipting |
| 3.9 Accounting Links |
| 3.10 Register System |
| 4 I: Quick Start Guide |
| 4.1 Starting to Use Latitude |
| 4.2 Employees |
| 4.3 Clients |
| 4.4 Jobs |
| 4.5 Timesheets |
| 4.6 Invoices |
| 5 S: Latitude Install, Upgrade and Troubleshooting |
| 5.1 Latitude, Access, Windows, Networks and Hardware |
| 5.2 System Requirements |
| 5.3 Files and Folders |
| 5.4 First Time Installation |
| 5.5 Protect your data from loss |
| 5.6 Disable Microsoft Security Warnings |
| 5.7 Disable Windows UAC |
| 5.8 Upgrading from 9000 to the 9200 series |
| 5.9 Updating 9200 series |
| 5.10 Repair and Compact (Professional Edition ONLY) |
| 5.11 Performance Tips |
| 5.12 Other Performance Tips |
| 5.13 Backup and Restore (Professional Edition ONLY) |
| 5.14 Backup and Restore SQL Database (Business Edition ONLY) |
| 5.16 Latitude Remote Client (LRC) (Business Edition / Corporate Edition ONLY) |
| 6 S: Automatically deploy new versions of Latitude on all users computers |
| 6.1 Overview |
| 6.2 Requirements |
| 6.3 First Time Setup |
| 6.4 Upgrade client workstation using ADF |
| 6.5 WARNING |
| 8 S: Set up Discipline and Accounts |
| 8.1 Enter Discipline |
| 8.2 Enter Bank Accounts |
| 8.3 Enter Ledger Accounts |
| 9 S: Set Up Company Details and Options |
| 9.1 Setup |
| 9.2 General Tab |
| 9.3 Finance Tab |
| 9.4 Multi-Company Option (Business Edition / Corporate Edition ONLY) |
| 9.5 Acct Link Tab |
| 9.6 Job/Task/Emp Tab |
| 9.7 Notify - (Business Edition / Corporate Edition ONLY) |
| 9.8 Time |
| 9.9 Options1 Tab |
| 9.10 Options2 Tab |
| 9.11 Other Tab |
| 9.12 Close the Setup Latitude Form |
| 10 S: Set Up Work Types |
| 10.1 Overview |
| 10.2 Enter Work Types |
| 10.3 Sort Work Types |
| 10.4 Limit Work Types on Timesheet |
| 11 S: Set up Employee Types |
| 11.1 Enter Employee Types |
| 12 S: Set Up Employees |
| 12.1 Open the Employees screen |
| 12.2 Enter Details for Each Employee |
| 12.3 Billing Rates |
| 12.4 How do I calculate hourly cost rates |
| 13 S: Set up Equipment |
| 13.1 Open the Equipment screen |
| 13.2 Enter details for each item of Equipment |
| 13.3 Estimate actual hourly cost rates |
| 13.4 Enter the Billing Rates for each Piece of Equipment |
| 14 S: Set up Business Contact Types |
| 14.1 Open the Client Types screen |
| 14.2 Enter the details for your Client Types |
| 15 S: Set up Business Contact Relationships |
| 15.1 Open the Client Relationships screen |
| 15.2 Enter the details for your Client Relationships |
| 16 S: Import Clients from your Accounting Software |
| 16.1 Overview |
| 16.2 Requirement |
| 16.3 Import from MYOB |
| 16.4 Import from QuickBooks |
| 16.5 Import from Simply Accounting |
| 17 S: Set up Billing Type |
| 17.1 Open the Billing Types screen |
| 17.2 Enter the Billing Type details |
| 18 S: Set up Job Status |
| 18.1 Open the Job Status screen |
| 18.2 Enter the Job Status details |
| 19 S: Set up State/Province |
| 19.1 Open the State/Province screen |
| 19.2 Enter the State/Province details |
| 20 S: Set up Country |
| 20.1 Open the Country screen |
| 20.2 Enter the Country details |
| 21 S: Set up Application Launcher |
| 21.1 Overview |
| 21.2 Add or edit entries in the Application Launcher |
| 21.3 Put the Application Launcher to work |
| 22 S: Set up Latitude Security |
| 22.1 Overview |
| 22.2 Control Forms |
| 22.3 Step-by-step |
| 22.4 Timesheet security |
| 22.5 Invoice and Timesheet tab security |
| 22.6 Latitude Objects |
| 22.7 Report security |
| 23 S: Set up Email Notifier (Business Edition / Corporate Edition ONLY) |
| 23.1 Overview |
| 23.2 System Requirements |
| 23.3 Setup Connection Strings |
| 23.4 View Email Logs |
| 24 S: How do I customise Fields on Screens & Reports |
| 24.1 Overview |
| 24.2 Setup |
| 24.3 What you can do |
| 24.4 What you cannot do |
| 24.5 Test and Use |
| 25 S: Setup WordLink |
| 25.1 Software Requirements |
| 25.2 File System Setup |
| 25.3 Latitude Setup |
| 25.4 WordLink Output File Name Format |
| 26 S: Audit Trail |
| 26.1 Overview |
| 26.2 Audit Trail Form |
| 27 U: Latitude Home Screen |
| 27.1 Home Screen |
| 27.2 Ribbon |
| 27.3 Quick Search Boxes |
| 27.4 Help Me |
| 27.5 Update Notice |
| 27.6 Site Map |
| 27.7 Other Buttons |
| 28 U: How do I Enter Client/Business Contacts |
| 28.1 Overview |
| 28.2 Enter Client Details |
| 28.3 Enter Contact details |
| 28.4 Job tab |
| 28.5 Invoice tab |
| 28.6 Team tab |
| 28.7 Other Buttons |
| 29 U: How Do I Enter Jobs/Projects |
| 29.1 Create a New Job |
| 29.2 Enter the main Job Details |
| 29.3 Enter the General Job Details |
| 29.4 Site Tab |
| 29.5 User Fields tab |
| 29.6 Team tab |
| 29.7 Charge tab |
| 29.8 Quote tab |
| 29.9 Invoices tab |
| 29.10 Task tab |
| 29.11 Client References (Business Edition / Corporate Edition ONLY) |
| 29.13 Timesheets tab |
| 29.14 Other Buttons |
| 30 U: How Do I Use the JobCreator |
| 30.1 Overview |
| 30.2 Types |
| 30.3 Setup Discipline & Custom Fields |
| 30.4 Setup JobCreator Structure |
| 30.5 Generate the next Job Number |
| 30.6 Removing fkeys |
| 30.7 ClientCreator |
| 30.8 Template Job & Folder |
| 31 U: How do I set Charge Rates for a particular Job |
| 31.1 Charge Rate override using a Rate Schedule |
| 31.2 Charge Rate override using Schedules and Task Types |
| 31.3 Charge Rate override using Employee Class |
| 31.4 Charge Rate override using Work Type |
| 32 U: How Do I Create a Quote for a Job |
| 32.1 Overview |
| 32.2 Quote Lookup |
| 32.3 Open the Quote screen |
| 32.4 Create a Quote |
| 32.5 Quote Line Items |
| 32.6 Create a Quote using Tasks |
| 32.7 Print the Quote |
| 33 U: How do I allocate Staff to a Job (Business Edition / Corporate Edition ONLY) |
| 33.1 Overview |
| 33.2 Setup and Allocate Employees/Equipment to a Job |
| 35 U: What are Tasks |
| 35.1 Overview |
| 35.2 Task Lookup |
| 35.3 Task Screen |
| 35.4 Add Task |
| 35.5 Add subtasks (Business Edition / Corporate Edition ONLY) |
| 35.6 Edit/Delete/Filter Task |
| 35.7 Timesheets and Quotes |
| 35.8 Show Task Using Reports |
| 36 U: What is the Register |
| 36.1 Overview |
| 36.2 Open the Register screen |
| 36.3 What are the Fields on a Register Item |
| 36.4 How do I add, edit, delete a Register Item |
| 36.5 Drag and Drop Emails, Folders or Files |
| 36.6 How do I add a Register Type |
| 36.7 How do I Transmit a Register Item |
| 36.8 Special Register Document Types |
| 36.9 How do I see Register Items all at once |
| 37 U: How do I handle Reminders and Notifications (Business Edition / Corporate Edition ONLY) |
| 37.1 Overview |
| 37.2 Assignments |
| 37.3 Define Notify Status (Optional. Register Item, Employee and Equipment Notifications only) |
| 37.4 Register Item Notifications |
| 37.5 Equipment Notifications |
| 37.6 Employee Notifications |
| 37.7 Scheduler Notifications |
| 37.8 My Notifications Latitude View |
| 37.9 Email Notifications |
| 38 U: Popup Reminders (Business Edition / Corporate Edition ONLY) |
| 38.1 Overview |
| 38.2 Set Popup Reminders |
| 38.3 Create A Reminder |
| 38.4 How you receive pop up reminders |
| 39 U: How do I use Land / Legal Descriptions |
| 39.1 Overview |
| 39.2 Types |
| 39.3 Elements |
| 39.4 How do I add a Land / Legal Description |
| 39.5 Linking a Land / Legal Description to a Job |
| 39.6 Removing the Link between a Job and a Land / Legal Description |
| 39.7 How do I find a Land / Legal Description |
| 39.8 Grid View |
| 40 U: How do I Enter Timesheets |
| 40.1 Open the Timesheet screen |
| 40.2 Fill out the Timesheet form |
| 40.3 Auto-fill Timesheet Description |
| 40.4 Duplicate Timesheet entries |
| 40.5 Extra Information on Timesheets |
| 40.6 Timesheet Timer |
| 40.7 Weekly Timesheet |
| 40.8 Timesheet Printout |
| 40.9 Overhead Timesheets (Corporate Edition Only) |
| 41 U: How do I allocate Productivity to each Employee |
| 41.1 Overview |
| 41.2 Open the Invoice Productivity screen |
| 41.3 Allocate Productivity |
| 42 U: How do I Filter Records |
| 42.1 Overview |
| 42.2 Using Filter |
| 42.3 Using Query Builder |
| 42.5 Add a Criteria in the Filter |
| 42.6 Removing Filter |
| 43 U: How do I run Reports |
| 43.1 Open the Report screen |
| 43.2 Select Report Type |
| 43.3 Run Report |
| 43.4 Reference Your Favorite Reports |
| 43.5 Running Gantt Charts |
| 43.6 Export Reports to Excel |
| 43.7 Output PDF Reports |
| 43.8 Customising Headers of Printed Reports |
| 44 U: How do I create a To Do Schedule |
| 44.1 Overview |
| 44.2 Open the To Do Schedule screen |
| 44.3 Add/Edit/Delete Diary Items |
| 45 U: How do I create a To Do |
| 45.1 Overview |
| 45.2 Open the To Do screen |
| 45.3 Customising the To Do List |
| 45.4 Add/Edit/Delete a To Do item |
| 46 U: How do I take Phone Messages |
| 46.1 Open the Phone Messages screen |
| 46.2 Enter the Phone Message |
| 46.3 Find Phone Messages in the Register |
| 47 U: How do I receive Phone Messages |
| 47.1 See whether you have any Phone Messages |
| 47.2 Open the To Do screen |
| 47.3 Action a Phone Message |
| 48 U: How do I create a Mailing List/Labels |
| 48.1 Overview |
| 48.2 Print Labels |
| 48.3 Reports |
| 48.4 Custom Mailing List/Labels |
| 49 U: How do I keep our Office Procedures and Miscellaneous information |
| 49.1 Use the Office Notes screen |
| 49.2 Open the Office Notes screen |
| 49.3 Enter new information |
| 49.4 Edit existing information |
| 49.5 Securing your information |
| 49.6 Printing Office Notes |
| 50 U: How to Use the Lati Reporter |
| 50.1 Overview |
| 50.2 Download LatiReporter |
| 50.3 Setup |
| 50.4 System Requirement |
| 50.5 Open LatiReporter |
| 50.6 Design a Custom Report |
| 51 U: How do I create Word Documents using Latitude Data |
| 51.1 Overview |
| 51.2 Creating a Word Template |
| 51.3 Modify a sample template |
| 51.4 Creating a Word document from Latitude |
| 51.5 Common Wordlink Errors |
| 52 U: LatiWeb |
| 52.1 Overview |
| 52.2 Interface |
| 52.3 Timesheets |
| 52.4 Client |
| 52.5 Contact |
| 52.6 Job |
| 52.7 Register |
| 52.8 Fixes for LatiWeb Errors |
| 53 A: How do I enter Disbursements |
| 53.1 Set up Disbursements as Timesheets |
| 53.2 Set up Disbursements Work Type |
| 53.3 Standardize Disbursement Rates across the Business |
| 53.4 Enter Disbursements |
| 54 A: How do I raise an Invoice |
| 54.1 Overview |
| 54.2 Create the new Invoice |
| 54.3 Invoice Header |
| 54.4 Enter Invoice Lines |
| 54.5 Allocate Timesheets |
| 54.6 Allocate Disbursements |
| 54.7 Enter Invoice Description |
| 54.8 Multi-Line Invoice |
| 54.9 Crew Invoice |
| 54.10 Progress Claim Invoice |
| 54.11 Produce the Invoice |
| 54.12 Write-off the balance of an Invoice |
| 54.13 How do I handle orphan Invoice totals appearing on last page of a Multi-line Invoice. |
| 54.14 Search an Invoice |
| 54.15 Filter an Invoice |
| 54.16 Delete an Invoice |
| 54.17 Bulk Update Timesheet Charge Rates & Amounts |
| 54.18 Prepayments |
| 55 A: How do I export my Clients and Invoices to my Accounting Software |
| 55.1 Overview |
| 55.2 Export to MYOB |
| 55.3 Fixes for MYOB Errors |
| 55.4 Export to QuickBooks / Reckon |
| 55.5 Fixes for QuickBooks / Reckon Errors |
| 55.7 Fixes for Sage (Simply Accounting) Errors |
| 55.8 Export to Sybiz |
| 55.9 Easy Access to Accounting Links |
| 55.10 Export to Xero |
| 57 A: How do I process Receipts |
| 57.1 Overview |
| 57.2 Open the Receipts screen |
| 57.3 Enter the Receipt details |
| 57.4 Enter Partial Receipts |
| 57.5 Enter a Discount |
| 57.6 Overpayments |
| 57.7 Deposits / Prepayments / Advance Receipts |
| 57.8 Charge Fees |
| 57.9 Delete Duplicate or Incorrect Receipts |
| 57.10 Find Receipts |
| 57.11 Filter Receipts |
| 57.12 Print Receipts |
| 58 A: How do I export Receipts to my Accounting Software |
| 58.1 Overview and Considerations |
| 58.2 Export to MYOB |
| 58.3 Export to QuickBooks |
| 59 A: How do I make a Payment |
| 59.1 Open the Payment screen |
| 59.2 Enter the details of the Payment |
| 60 A: How do I track Accounts Receivable |
| 60.1 Use the Register to track Receivables |
| 60.2 Print Statements for Overdue Accounts |
| 61 A: How do I link to my Payroll system |
| 61.1 Overview |
| 61.2 Manual Payroll |
| 61.3 Set up Latitude to export Timesheets |
| 61.4 Set up QuickBooks to import Timesheets |
| 61.5 Set up MYOB to import Timesheets |
| 61.6 Capture Payroll information |
| 61.7 Export to PowerPay |
| 61.8 Export to MYOB |
| 61.9 Export to QuickBooks |
| 61.10 Common Export Errors |
| 62 A: How do I perform a Bank Reconciliation |
| 62.1 Open the Bank Reconciliation screen |
| 63 A: What do I do at the end of the Fiscal Year |
| 63.1 Before You Start… |
| 63.2 Reconcile Bank Statement to 30 June |
| 63.3 Change Opening Balance of Bank Account |
| 63.4 Repeat above for all of your bank accounts |
| 63.5 Change Latitude Financial Year |
| 63.6 Finish off the Bank Reconciliation |
| 71 U: How Do I Record Job Details for Field Teams? (Business Edition / Corporate Edition Only) |
| 71.1 Overview |
| 71.2 Set Up a Field Ticket |
| 71.3 Set Up a Field Ticket Style |
| 71.4 Assign a Field Ticket Style to a Job Type |
| 71.5 Create a Field Ticket |
| 71.6 Reviewing Timesheets and Disbursements |
| 71.7 Search for Field Tickets |
| 81 U: Workflow (Corporate Edition Only) |
| 81.1 Overview |
| 81.2 Benefits of Latitude Workflow |
| 81.3 Getting Started |
| 81.4 Set Up Workflow Templates & Configuration |
| 81.5 Workflow Screen |
| 81.6 Starting Workflow |
| 81.7 Notifications |
| 82 U: Latitude Viewer (Business Edition / Corporate Edition Only) |
| 82.1 Overview |
| 82.2 Latitude View |
| 82.3 My Notifications Latitude View |
| 82.4 Project Actions Latitude View |
1998-2017 Latitude Business Software