|
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, | ||
| To configure the notification roles, | ||
| To assign notification roles to employees, | ||
| 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 | ||
| 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 | ||
| 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. | ||
| Auto-filling of job description from job name is now configurable | ||
| Enabled by default. Uncheck to stop automatic filling | ||
| 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 | ||
| 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 Sage 50 2019 | ||
| Import Customers from Sage 50 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. |
||
| 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% |
||
|
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. |
||
| New "Company Closed Days" screen to set company non-working days | ||
| Enter non-work days eg. public holidays. | ||
| Enter weekly non-work days ie. weekends | ||
| To enter non-work days for a new year, copy days from another year (usually the previous year) | ||
| New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis | ||
| 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" | ||
| To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No" | ||
| 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 JobCreator | ||
| 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) | ||
| 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 |
||
| 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 |
||
| 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) | ||
| 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 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, | ||
| To configure the notification roles, | ||
| To assign notification roles to employees, | ||
| 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 | ||
| 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. | ||
| Auto-filling of job description from job name is now configurable | ||
| Enabled by default. Uncheck to stop automatic filling | ||
| 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 | ||
| 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 Sage 50 2019 | ||
| Import Customers from Sage 50 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. |
||
| 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. | ||
| Enter weekly non-work days ie. weekends | ||
| To enter non-work days for a new year, copy days from another year (usually the previous year) | ||
| New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis | ||
| 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" | ||
| To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No" | ||
| 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 JobCreator | ||
| 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) | ||
| 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 |
||
| 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 |
||
| 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) | ||
| 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 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 | ||
| 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. | ||
| Auto-filling of job description from job name is now configurable | ||
| Enabled by default. Uncheck to stop automatic filling | ||
| Enhanced Latitude Viewer | ||
| Option to stop showing the Latitude Viewer automatically after logging in | ||
| 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 Sage 50 2019 | ||
| Import Customers from Sage 50 2019 | ||
| Various bug fixes | ||
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Latitude Professional Edition - 9218.0201
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| May 31, 2018 | Updated Data Viewer (LatiViewer) | |
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See data most relevant to each users role in the business. Quickly filter information and then drill down to the source data. |
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| 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. | ||
| Enter weekly non-work days ie. weekends | ||
| To enter non-work days for a new year, copy days from another year (usually the previous year) | ||
| New security option to show or hide timesheet amounts in the timesheet screen on a user by user basis | ||
| 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" | ||
| To hide amounts from a particular employee while other employees can see them, set "See Amounts" in the employee screen to "No" | ||
| 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 JobCreator | ||
| 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) | ||
| Extra Job User Fields | ||
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Store, search and filter even more custom project details in the 15 extra user customizable fields we've added |
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| Display this data on your packetsheets, quotes, field tickets and invoices using the new WordLink tags Job.UsrFld26 through Job.UsrFld40 |
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| Custom WordLink Output File Name Format | ||
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Recover from mistakes you make in setting your custom WordLink output file name formats by resetting them to the Latitude default name formats |
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| 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) | ||
| 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 | ||