Feedback and suggestions
104 results found
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Credit Note State box coloured Red
Colour the State Box (top right) background Red just to highlight (remind) me it's a Credit note.
16 votes -
8 votes
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Automatic patient search or popup when entering a job, or patient notes facility
When adding a patient to a new job, popup if any jobs already exist for this patient. For example, after quoting a surgeon for work, down the line they may request a job but we are not aware if we already quoted for it and a new job is started. We do not wish to use patient search every time we enter a job just to see if there is a related job already on the system.
This is just an example, the previous job may not be a quote but a related job.
As we store notes on previous…
7 votes -
We need to be able to specify the technicians who worked on a job AFTER the job is booked out
If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.
This is very important.
5 votes -
Allow grouping by surgery on Payments, Audit Trail and Aged Debtors reports
When a payment is made the principal dentist pays for the whole practice with one cheque. When the payments are shown on the report the associate dentists and principal dentist are not grouped together and are split all over the report which makes reconciling the payment very very time consuming at the end of each month. It’s the same with all the reports really none of them are grouped together for cross ref purposes it would also be good if the aged debtors report could be grouped the same too.
4 votes -
Make is easier for the user to add company logo, move and resize it and position other text in the header
Need to speak to the helpdesk if we want to move things around. Drag and drop would be useful.
4 votes -
4 votes
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4 votes
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3 votes
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can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.
can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.
3 votes -
Adding tags
Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.
Having to go in individually is so time consuming, then you get disturbed and forget where you are.
please please please !
3 votes -
IDH are staggering payments based on the individual tax dates of the invoices in the CSV file
This means we receive a number of payments from them throughout the month. In order to receive a single payment for them they say we need to submit the invoices with the same tax date.
Can it be an option on the electronic invoice utility to use the same tax date for all invoices for that month?
3 votes -
Can we have an invoice number based on the job number?
Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...
For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3
3 votes -
3 votes
This was a speed-trick in T6. In the case where the cursor is highlighting some text in an object, you could just start typing the new value without having to press Space or Enter keys.
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Can we edit a financial item regardless of job state. In our case frequently the technicians name is not put in
In our case frequently the technicians name is not put in if we need to alter this it’s a big job whereas if we could edit regardless of state it would really make a big difference to us.
2 votes -
Would it be possible to add DAMAS product tracking facilities to Lab Manager?
I can provide further information on request
2 voteswe’ve received documentation about DAMAS and the upcoming changes to the Medical Devices Directive (MDD) and plan to make it easier to conform with these in the next version TBA.
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Subcontracted return date reminder
I subcontract Ch/Co work.Is there any way Transactor could "flag" up the date when a particular subcontracted job is due for return.This would act as a reminder on that day.
2 votesYes Transactor can flag up these jobs on a daily basis, but you need to invoke a report or jobs list.
Each close/or start of Day, print a job schedule report (Reports\Jobs\Booked In)
This information is also available at any time by clicking Jobs List and choosing Active Jobs – Booked In by Due Date.Don’t forget to set the Job Due Date when booking in.
If you want to restrict the report to a Department eg. ‘subcontracted Ch/Co’, then on booking in, assign the job to that department. In the Booked In jobs report choose that Department only.
To add amend departments, use your Control Panel. (Setup Wizard, Debts / Stages).
We have noted the reference to a Pop up please also see this Idea / Suggestion
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5813879-automatic-pop-up-reminders-when-a-job-is-due-for-r -
We'd like to view Job History from the Jobs List
This was possible on Transactor 6 by right-clicking a job in the list and selecting History from the popup menu. Now you need to bring a job onto the main form before you can view the job history.
2 votes -
2 votes
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'Begins with'...... options increased
When you look up active customers, it brings up a 'begins with...' box so you can put in a letter or two to search for the customer you require quickly.
PLEASE could this be available elsewhere e.g. Inactive
Customers, Inactive Products. And in 'control centre' for searching for 'Surgeons' and 'Practices'. I spend ages, scrolling up and down too fast then too slowly. I makes things so much more time consuming!, especially if you have several searches to do.2 votes
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