Feedback and suggestions
49 results found
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Delivery Note and Delivery Note Single (Job) we noticed that there is so much space on paper and its not ecological
Can the content be stretched to fill the page?
1 voteyes. you can set the footer as follows. Control Panel/Advanced/Reports & Tasks/Jobs – Delivery Note Single. Click the EDIT icon and set the Footer box to something lower eg. 10
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Running totals per surgery when multiple dentists
Difficult to see how much a surgery owes when multiple dentist are under that surgery. Need a running total per month outstanding on one page
3 votesthank you for your feedback.
New Report (Accounting\Aged Debtors by Practice) is now available as a plug in. Please email support to request it, or wait for v7.09 to be released. The report has a ‘New Page per Practice’ Y/N option. -
Facility to more easily enter and allocate payments from principal accounts
The method to enter and allocate payments from principal accounts works but it is time consuming to manually make the transfers out of the principal account (see http://www.transactordental.com/help/t7help/receive_payments_from_principa.htm )
but it would be great if a window could help us enter the payment and pay off the other sub-accounts in the practice.
1 voteSee Transactor Remitter Module
http://www.transactordental.com/add-ons.html -
customer type of Principal Account in addition to Principal Surgeon
I'd like two variations of the current 'Principal Surgeon' customer type..
Principle Surgeon (Surgeon is also the Principal Account at the practice)
Principle Account (person at the practice is not a working surgeon eg. practice manager).With these accounts we can receive payments in full from the Practice, then transfer the appropriate amounts out (payment type 'transfer from principal account') to the sub accounts.
1 votealso see
Receive payments from a principal account
http://transactor7.uservoice.com/knowledgebase/articles/214174-record-payment-receipts-from-a-principal-account -
1 vote
This template is now available from the CSV Exporter (File menu > Export)
Template: Generic – Surgeon Statement Unpaid
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Practice Statement needs all dentists visible even if nil value invoiced
The Practice statement on the old version Transactor used to show ALL Dentists who are at that practice regardless of whether they were invoiced that month or not. I use both Practice Summery Statement and Practice Summary Invoice, and of course they now only detail Dentists that have an invoice value. Although I have sent not only the Individual Statement and the Practice Invoice to this particular Practice (where only 1 dentist was invoiced in Dec), they have still asked if there is anyone else who's account they are missing. This happens every month from different Practices ! The Practice…
1 voteGood suggestion thank you.
2 reports now have an extra parameter
‘Include zero balances’
Reports\Customers\Practice Summary Statement
‘Include zero totals’
Reports\Customers\Practice Summary Invoicev 7.08 final build
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clearer naming on customer statement monthly
The issues relate to terminology and layout. Some of our customers don't understand the summary info at the bottom.
1. balance fwd
2. Invoices.
3. Payments
4. Balance c/f
suggest
1. balance fwd (previous months):
2. Invoices. (current month):
3. Payments (received):
4. Balance c/f (amount due):Also, on the monthly statement variation, could we have the period printed as Month/Year in full
Or other…… we just need it clearer.
Also for the remittance advices to be marked for the month to which it was issued so they follow thru and it’s easier to reconcile mistakes.
2 votessuggestion implemented. Payments (received) is retained as Payments to allow for the fact that this may include debit payments. eg refund.
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1 vote
v7.08
Period month cells will be blank if zero.
Line row spacing increased to improve visual alignment.
Affects:
Reports\accounting\aged debtors
Reports\accounting\aged debtors – wide -
Copy practice details across when creating a surgeon
In the control centre I went to surgeons then selected the practice then created the surgeon. I can copy the practice address to the surgeon using the blue arrow but I can't copy the practice telephone number and email address.
For my surgeons, they will all have the same telephone and email address as the practice - is there any way I can set these to be the same as the practice or do I have to type these in to every surgeon?
1 voteWith the forthcoming 7.08 update: In the wizard, if you add a surgeon, the associated practice details (ie. Tel1, Tel2, Mobile, Email, Website and Invoice address) are now pre-set on the surgeon dialog.
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Produce a page of labels for a practice
Address Labels report will allow us to print a label for each practice, but we want to produce a number of labels for a single practice. The Address Labels-Repeats doesn't allow us to do this for a practice.
1 voteThis has been implemented in v708.
Reports\customers\address labels – repeats
choose ‘Current deliverto on form’
( or ‘Current customer on form’ ) -
If I start a new job, but don't book it in and just delete it, that job number is still "used up".
I can re-use the job number by changing the "Next job no." box in the setup wizard - but would rather not have to do this.
1 vote -
Would like a report showing all jobs who's state has changed to Booked Out on given date(s)
We book out all our work in the morning (both ongoing and charged) and once these are ready for delivery, we would like a report to list all jobs changed to a booked out status that day so we can check the delivery against the list.
It should default to today, but could be useful to also select any other date.
8 votesFrom Transactor choose Jobs / Select
(or click the Job Selector icon).
choose “jobs Booked Out on date”(If you have v7.08 but don’t see this in your list, contact support we’ll need to enable it for you).
Enter a First Date the Last date is optional and will default to First Date.
The full date format is dd/mm/yy.
You can use fun quick entry :
eg:
First Date: today
Press Enter
eg:
First Date: today – 7
Last Date: today
Press Enter
eg:
First Date: 25dec
Press EnterColumns Displayed:
BookedOut datetime,Job no,Dept,Customer,Patient,Job noteAs in all the Job Selector lists, you can right click the result list and choose ‘Send To Preview Window’. From there you can choose to print or email it etc.
You may also highlight any job and press Space Bar to see the mini-viewer. Press Space bar again. You can open several jobs at… -
Technicians report with team participation calculated
What would be useful is similar to the "Technician work charged by Tax Date" report. A report which can accumulate each technician's work totals not just for jobs assigned just to that tech, but also for work done as the 1st or 2nd tech in a team. A simple way to explain this is that the report would have just one row per technician, with a Net Total for the tax date period.
We have some technicians who have shared work with other technicians on job items, [2 technicians were picked onto one or more Line Items on the main…
0 votesThis feature will be available from v7.08 Reports\Technicians\Technicians Output Report
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1 vote
Reports\Technicians\Technicians Output report
This is a comprehensive and 100% accurate report with Item Qtys and Net values. It also copes with work time unit apportioning if two technicians are assigned to the same job item. It is designed around the job tax date such that the report can be trusted not to have shifting results.
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1 vote
This has been changed in 7.08 onwards, so the default format for saving reports is PDF
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2 votes
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would like a Practice Summary Invoice with a row for each job
similar to the Practice Summary Invoice Monthly but with the jobs listed 1 per row, under each Surgeon-sub group. Like a cross between the Customer/Summary Invoice monthly and the current Practice Summary Invoice. [Suggestion by lab 3577]
1 votefor v7.08
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2 votes
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Would like to be able to send any document to queue then email to customer as one PDF
When booking out, for example, the single invoice and patient statement to be sent to the queue. We can then email the entire queue for a customer as a single PDF.
Currently we would send each individual document as a PDF to a folder, then zip up the contents and email it. The customer would then have to open each individual file and print it. This is time consuming for us and them.
1 voteIn step 3 of the Batch Report Manager, choose “Preview as One Report”. From the preview window choose the email icon.
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5 votes
Reports\customers\audit trail
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