Feedback and suggestions
119 results found
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anomally when entering invoice number - it removes job number ?
When looking at a job on the sysem by various routes, the JOB number AND INVOICE number are both displayed...However when you search by invoice number (by typing INV12345) in the Job field, then hit enter - the invoice number remains in the job field AND in he invoice field. As you can see from the attached photo. If you require the job number by way of clarification, then you have to out of the job, reload the account, and search for the case again. Bit of a blip there I think.
Thanks1 vote -
Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
3 votes -
Transactor needs to be made to operate on a Mac without an emulator.
When is transactor going to made for Mac?
1 vote -
1 vote
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We'd like to be able to choose the account number for new customers
We do not always want an automatic account number chosen for us
1 vote -
Make it easier to get a scanned image into Lab Manager
It's complicated to get a scan using our scanner software, then add a product to a job and browse to where the image is.
Ideally add a button in Lab Manager to get a scan from the scanner and add to the job
7 votes -
Search for jobs containing a specified product
It would be helpful to be able to search for jobs that contained a specific product, eg chromes
1 vote -
Can we have a way of adding a document to a job.
We get all instructions from one practice via email, we keep these in a document, updating it as more instructions come. It would be good to be able to attach this document to a job.
1 vote -
We need a report to show product sales by customer
ie. The results in the Sales by Product report are good, but we want to see the list of products for each customer over the period
1 vote -
Would it be possible to get sales by product for one specific product
Would it be possible to get sales by product for one specific product
1 vote -
Would like a report similar to Booked In by start date, but showing job total value
To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range
1 vote -
1 vote
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Automatically include credit notes in IDH invoices
Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?
1 vote -
Need a report to show sales to a specified customer, broken down by month
ie. I specify the customer or tagged customers and the report shows total sales made per month for the past 12 months
5 votes -
2 votes
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Need to allow creation of non-financial users that can't view any financial information
You can remove permissions and usergroups from a user to prevent access to accounting and sales reports, but also need to prevent some users from running statements, incl statement with aged debt etc, as well as customer history and balances
1 vote -
1 vote
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save report as spreadsheet - sales by product and price band
we'd like to get these sales figures into a spreadsheet.
The report columns are as per the report.. Code,PriceBand,description, qty, Netsales
If the report could also-subgroup by surgeon that would be a plus, at the moment we have to choose 'all surgeons' or specify just one.1 vote -
barcode printing
would like to print labels with barcode to be stuck onto a job. scanning the barcode will bring up the correct job onto the main form.
11 votes -
Booked in Jobs by Due Date - can we have a total value at the end as it was in Transactor 6
I can run a Booked In Jobs by Due Date Detailed + Net but this gives loads of pages
1 vote
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