Feedback and suggestions
165 results found
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1 vote
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Include technician barcode scanning in Transactor 8
We understand Transactor 8 will include more barcode scanning and printing features. We'd like to scan a technician's barcode so they can see the jobs they're working on
1 vote -
We need to create single invoices and patient statements that are merged from sub-jobs
We create a new job for each stage of a job. At the end of the job we we'd like to produce a merged invoice and a merged patient statement created from all the staged sub-jobs of this job.
Our old software used to let us do this.
1 vote -
1 vote
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Allow editing "Your Ref" when a job is completed
We'd like to add something to the 'your reference' section (top middle) after completing the job without having to go back into edit. Like you can with 'Patient name' and 'notes'
1 vote -
1 vote
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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 -
Group surgeons by practice on sales by customer
Sales by practice report is spread across pages. I like the sales by customer report as it's a long list.
2 votes -
Add a button next to State box to allow quickly producing documents for this job and customer
Currently you can click the state box on a completed job to see an invoice in the preview window.
Expand on this to allow quickly producing job documents (the F5 Print ones) as well as Statements etc. for the current customer without having to go into the Report menu and sub menus.
1 vote -
Make it clearer how the EPD amount is calculated on statements
It is not clear how the amount is calculated to us or to the customer. Perhaps a note should be included as to how it's calculated, and/or indicate which items on the statement affect the calculation.
1 vote -
1 vote
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Would be good to access calendar from tool bar as well as the main form, also can we drill down on date to see jobs due
The techs here find the calendar really useful, it helps them visualise what's due when, so it would be good to access it independently from the main form so they don't have to clear / edit a job to get to it. Also, would be helpful to be able to drill down from a date in the calendar to see which jobs are due on that day.
1 vote -
1 vote
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When adding payments in January, for payments received in December, either make it clear what year is being used, or prompt the user
Example: I have received a payment dated 20/12. If I add this within January, and do not enter the year, it defaults to 2016.
When entering payments in January only, can Lab Manager either ask the user to confirm the year, or make it clear that it will use 2016 if you don't specify the year.
0 votes -
message alert when you select customer onto main form
I need to try and find something that will alert staff in the office to remember when booking the work in.
Could there be something that could pop up when you input the surgeons name that comes onto the screen in a bright colour to alert them that this surgeon requests something different to others for example I had one today that does not want his veneers etched and its so hard for them to remember all the requests.0 votesThe next version of Transactor will have the ability to add comment text highlighted in red (or other colours) which is prominently displayed on the form when the customer is selected.
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1 vote
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Log changes made by a user when editing a job
Such as if they changed the patient name, added or removed items etc.
0 votes -
1 vote
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1 vote
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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
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