Feedback and suggestions
166 results found
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comprehensive statement
Still, the amount of incorrect payments we receive is astounding and increasing. I'm sure we're not the only ones.
The SUMMARY INVOICE contains all the necessary job info the client requires, but doesn't show a rolling total. The STATEMENT, while showing what is 'actually' due (accounting for any under or over payments), only provides basic job info. If these two reports could be amalgamated it would be truly comprehensive and time saving.
Thanks
Wendy1 vote -
practice summary statement
This report is amazing !!!!! - Yet still many clients are getting in a pickle as it's clearly far to complex for them to understand. Any chance a monthly total can be added as per my attachement?
Many thanks
Wendy1 vote -
Is there any way we can preview the actual content of emails that have been previously sent?
All I can find is how to check when emails were sent and not what was in them. We have a case where at end of month we sent a statement to a client. They called to query a charge and it was removed but our records of fee changing for the month were not noted. We want to find out what the initial statement was that was sent to the client as transactor no longer shows the original statement fee when running monthly sales report. The only way I can think to check initial fee is to check email…
1 vote -
Practice Summary Invoice detailed - paged to be tweeked?
As per the below suggestion, I agree the Practice Summary invoice detailed- paged does not need a code! INSTEAD the 'notation' field is vital info, to give the customer a comprehensive statement/report. Also as requested before, be nice if there was a LINE under each job to define them, as the info is pretty close, it doesn't scan easily. I've had customers disputing stuff just because they could workout where one job ended and another began.
1 vote -
Is there an easier way to change an e-mail title when sending 'batch reports'.
I've just sent a letter to all clients regarding infection control, but the e-mail title was regarding month end statements! This is because it was rather involved to create a letter and batch report it out and also when doing this it prompts you to chose a 'title' for the letter, so you kind of assume that's the e-mail title. I was so involved with what I was doing, that I omitted to go down the very convoluted route of going into control centre and tasks etc etc to change the e-mail title there.
Because it's suck in out of…2 votes -
edit internal/private notes
I sometimes want to edit internal notes, or correct a typo, but this is not possible. You have to add a new entry. Which is not ideal, and serves to confuse sometimes too. Also, I enter internal notes/codes with EVERY job raised so it's also frustrating that you can't just TAB into this field - like you used to be able to, but have to mouse click onto it. which does disrupt the job raising process.
2 votes -
generating a bar code to log materials details (lot no) for mdd against a job
As you have the bar code function it would be good if I could (in the simplest form). add materials to a data base with details such as lot numbers & expiry dates which then generates a bar code sticker which can be applied to the material or just on a sheet, then when you scan the job bar code you can then scan the material bar code and save the materials info against that patients work, helping to comply with MDD making it less of a literally a paper trail and more pc based.
You could then go on…1 vote -
edit internal/private notes
I sometimes want to edit internal notes, or correct a typo, but this is not possible. You have to add a new entry. Which is not ideal, and serves to confuse sometimes too. Also, I enter internal notes/codes with EVERY job raised so it's also frustrating that you can't just TAB into this field - like you used to be able to, but have to mouse click onto it. which does disrupt the job raising process.
1 vote -
1 vote
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1 vote
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Email from preview window using email list
When emailing from the preview window, the primary email address is automatically added as a recipient. Can we choose to use the customer's email list as the recipients, without having to copy from the customer details before running the report, and then pasting
1 voteGood idea. We are planning to make a lot of improvements to the emailing features.
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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 -
8 votes
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4 votes
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Practice Summary Invoice Detailed does not need CODE and can it be portrait
Its great that there now is a ‘practice summary invoice – detailed’, as As well as an individual’s ‘summary invoice – detailed’. They both obviously show the same info, however there has been an extra column added to the new ‘practice summary’ report. The column is titled CODE, this is not present in the individual summary invoices, as its not necessary.
Also the ‘practice’ one is only in landscape format, taking up more pages, can it be changed to be portrait like the ‘individual’ report
4 votes -
1 vote
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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 -
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 -
Custom report
I would like a report where I can choose the fields shown so that I can replicate the early version of Transactor that I got so used to using please please with lots of sugar on top!
1 vote -
Email Messages
Would it be possible to set up a messaging system on the Transactor so if you needed to send some or all of your customers a message it can be done using the Email details set up on Transactor.
1 voteGood idea.
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