Feedback and suggestions
119 results found
-
How can you view what you have invoiced recently, in invoice order?
On T6, invoices would be visible on the screen in cronalogical order. (As we are now having to enter our own JOB Number, instead of the system generated one which was not viable for us to use), I cannot seem to view invoices in the date order they are raised in. They seem to be stored in Job Number order. But the document is in fact an Invoice, the Invoice Number produced should be the Primary Number for that document, and therfore the date order would be cronalogical too. The SYSTEM HISTORY option, lists techincal info, but does not give…
1 vote -
saving e-mail address and phone numbers into dentists/practice accounts
I see you can go into control centre and update a Practice details, with
e-mail addres/phone number/notes etc. However when you go into a dentists account, that practice info you have just entered does not show again the individual/s at that practice. How do you get that info to copy across?2 votes -
Specify different email addresses depending on report type
Further to being able to email to more than one email address, how about being able to email specific reports to separate addresses.
For example, the statement to go to the practice's admin email address, and the patient statements to go to the surgeon direct.
5 votes -
Can we have the job reference number displayed on all invoices, statements and summary invoices
...As we use our reference number rather than the job number or invoice number.
3 votes -
Month clearly stated on statements/summary invoices
previously the month of the report was clear on the printout, there is now just a to & from date on the right hand. Can we have it so the month of the report is very clear
5 votes -
directly paste or scan in images onto jobs
We scan images in and can now attach these to jobs in T7 but it needs us to add an 'IMAGE' code to the lineitem, then 'Get Image' and select from a file.
4 votes -
Report - Similar to Sales by Product, but with Job no and Patient too
Inputs: Product Code, Customer( or all custs), Period
Output columns: Date, Job#, Patient, Qty, Net
GT: qty, NetRequested by Lab # 3280 11apr2013
2 votes -
Would like pound £ sign on the Early Payment discount message
On statement monthly/by date range, if a customer's record has the early payment disc% and days set, then these reports print a msg. If we receive payment of nnn.nn by dd/mm/yyyy you will be credited with nnn.nn on your next statement. Could we have the currency symbol eg £ 999.99
1 vote -
Can Mr/Mrs print on All reports as on T6.
Most dentists will not put mr/mrs or not put a first name. Often you don't get all 3 fields completed by the customer. I have a a job for a 'Mr Terry'. However as the statement does not show the Mr/Mrs field, it shows just as 'Terry'. I think I might get a phone call saying Terry who?! when its in fact the sir name.
1 vote -
Can we have a total at the end of the booked in jobs with net value report?
It shows the amounts of each product, but not the total amount. We have to manually add them up.
3 votesThe following report has been modified to include the total amount in the final summary:
Booked in jobs by due date-detail with net value -
concise 'practice list with surgeons'
Sometimes you need at a glace to know which dentists are at which surgery. The report 'practice list with surgeons' in the format it currently is, is not very user friendly, as its one page for each practice, which is not really necessary. I sit possible to make this report be more like a list, where you'll end up with practice name followed by the list of dentists there, but so you can get something like 8 or so practices to a page. More of a running report a bit like the 'adress labels' report?
1 vote -
Need a payments report
when we have applied a long list of payments we used to be able to check the total using general and payments, this is necessary to check for errors but I can’t see anywhere we can check the total anymore
4 votesin v7.04
Reports – Accounting – Payments -
Early Settlement Discount
Can we have the Early Settlement Discount option that used to appear when creating statements back. It is quite a lengthy process to set up surgeons to get no discount.
1 voteThanks for your feedback. Early Payment discount is in Customer Types (control Centre – advanced). This initiates the Early Payment message on statements as on T6. This mechanism has been much improved in v706 as each Surgeon has an Early Paymnt discount, and Days in v706 giving total control. 706 will be released in a few days.
-
Current month on unpaid invoices is confusing
If I present an unpaid invoices statement to a customer that I produced in the first few days of a month, but for invoices up to the end of the previous month, the "current month" figure at the bottom is showing the invoices from the month I created the invoice in.
This is confusing for all as when I specify a date of end of last month, I am not interested in seeing the current month!
1 votefrom v7.06
Aged debt now as at TaxDate of the Period end. Also showing unallocated credits.
Reports Updated:
Accounting\Aged Debtors
Customers\Statement (unpaid invoices)
Customers\Statement detailed (unpaid invoices)
New report:
Customers\Statement (with aged debt) -
Would like to see the monthly breakdown at the bottom of the statement
As it was on T6. This breakdown is now on the unpaid invoices statement only.
1 voteFrom v7.06
New report variation
Statement (with aged debt) -
debtors figures report as at a previous date
My accountant wants the debtors figure as at 31.12.12 but when i go into debtors it doesnt give me the option to specify a date, it did used to in T6 and can we have this facility.
4 votesAged debt now as at TaxDate of the Period end. Also showing unallocated credits.
Reports Updated:
Accounting\Aged Debtors
Customers\Statement (unpaid invoices)
Customers\Statement detailed (unpaid invoices)
New report:
Customers\Statement (with aged debt) -
mark items as do not print on invoice eg models
would like to mark some items such as Models which have a zero value, so they don't get printing on invoices, but still appear in the technician's Completed items reports.
1 vote -
When adding a delivery address for a new surgeon, can we choose to only list practices in the list
or choose which customer type to select from.
4 votes -
The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity
The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity, it's currently just counting the number of rows on the job
1 votethank you for your feedback. Changes have been implemented in v7.05 pending release.
Item count on SubTotals area of form is now labelled “Rows” to avoid confusion.
Also the Product menu entries – item changed to row. ie. Edit rowFor people wishing the item quantities in process, see the new report \reports\jobs\Booked In Items summary
-
preview email before sending
Would like to see what you are emailing e.g. when getting up a statement for email you can’t email from preview.
1 voteYou can do this if you use the Reports Distribution Manager (RDM) to produce the report. You can click the little numbered box to the right of the customer row after you have generated your report(s). The RDM is under the Tools menu.
- Don't see your idea?