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Invoice Processing |
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 Save project manager time communicating with accounts on billing. New job billing status for project managers to indicate to project administration and accounts staff that a project is ready to be invoiced in the next billing cycle. Toggles job billing status between "BILL NOW"/"Bill Notice" when double-clicked.
When a new invoice is raised, the Job Billing status is automatically reset to "Billing Schedule"
New invoice screen -> Invoice Note tab to record any special invoice processing instructions
Invoice View
List of invoices by project for each project manager. Double click on invoice to see full details
Can filter invoices by client, project, project manager, invoice status and invoice date
see Latitude Viewer -> Invoice tab |
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Payroll Approval |
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 Allows project managers to review timesheets prior to invoicing and export to payroll software
Filter timesheets by timesheet date, employee, project and timesheet status
see Latitude Viewer -> Payroll Approval tab |
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Improved Legal Description Search |
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 Improved ability to search legal description components in ranges. Examples of the various types of searches that are possible on a nominated field (in this case on the Lot field): Lots 1-5; Lots 2A-2B; Lots 2, 3, 4; Lots 2A, 3B, 4C; Lots 2-4, 8, 10-12; Lots 2A-5C, 8, 10-12; Lots 2 to 4; Lots 3 & 5; Lots 6 / 7
see Lookup Tables -> Land / Legal Description Type -> select a Legal Description Element -> tick Search Range |
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Corporate Group Relationships |
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 Track relationships between members of prospect, client and supplier corporate groups, including parent companies, subsidiaries and sibling companies. Handy to build profiles for use in sales and marketing.
see Business contacts screen -> Relations tab |
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New Reports |
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Timesheet Exception Report (Report #746) - see Reports -> Timesheets
Prior to billing and payroll, this report enables you to easily find potentially erroneous time entries and other 'exceptions'. This includes timesheets with excessive hours, or large increases or decreases in hours, or staff with no timesheets in a period, or excessive hours in a day |
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Improved Reports |
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Job Work Value Report by Job Captain for a Date Range (Period and Life-to-Date) (Report #395) - see Reports -> Job/Project
New job number sort option
Tasks by Client, Job, Employee, Date & Work Type (Report #279) - see Reports -> Job/Tasks
Expand employee filter to show employees assigned to tasks
Field Ticket Timesheet Potential Duplicate report (Report #671) - see Reports -> Job/Project
New date range option
Project Profitability Summary (Report #447) - see Reports -> Job / Project
Added the option to include or exclude disbursements
Timesheets not invoiced (for Date range & Job) (by Emp, Job & Date) (Report #147) - see Reports -> Timesheets
Added option to show project site address details
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Accounting Link to QuickBooks |
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Export Clients and Invoices to QuickBooks 2023
Export Clients and Invoices to QuickBooks 2023 (IIF)
Export Payroll Timesheets to QuickBooks 2023
Export Receipts (Accrual) to QuickBooks 2023
Export Receipts (Accrual) to QuickBooks 2023 (IIF)
Import Customers from QuickBooks 2023 |
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Various bug fixes |
