Feedback and suggestions
119 results found
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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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More easily view images attached to jobs after completion
As part of DAMAS accreditation we use Transactor to store images of signed tickets with each job in a step towards paperless office. for audits we'd like to be able to more easily view them up to 6 years after completed. Essential for Audits. Naturally we don't want to have to Action-VOID the Invoice.
1 vote -
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 -
1 vote
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i want to set my own surgeon custid
at the moment when adding a new surgeon the id is automatic but i group my IDs logically as i used to in Transactor 6
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 -
1 vote
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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 -
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 -
1 vote
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Can we have a practice account history view?
We need a function something like : PRACTICE ACCOUNT HISTORY.
For us is better to track a history of customer accout but not as a doctor but as a pratice, because we have hundreds sent mailes to their mailboxes. Better is filtring history by practice.After when we have a practice history, we would like to print it horizontally not vertically.
We have also a suggestion.In Pratice history its good to add additional columne with name Doctor.
The last columne should be NOTE.It would be great to make columne NOTE more wider.
For example columne with number of…1 voteCustomer history > Practice history
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please can we have something that allows as to send a generic letter to all clients, either by post or email.
I think it would be a good idea as we have all clients on one list if we could have something that we could send a generic letter out to them.
6 votes -
1 vote
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1 vote
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1 vote
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Option to specify customer tag for the Sales Report by Product
I need to find out a breakdown of sales for the IDH tagged customers. I notice there is a sales report that gives sales by product which would give me exactly what I want. However I can't seem to select by tag, any ideas?
3 votes -
batch report practices by name
When you select ,for example, Practice Statements in Batch Report Manager, one selects 'Practices by NAME' to establish the format the list will be presented in. However they in fact are listed in Practice Account Number (which were, I guess introduced with T7). I'm sure most people will like me go by Practice NAME not Number. Would it be possible to view Practices in 'alphabetical order' as you can with Dentists sir names?
1 vote -
2 votes
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