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Feedback and suggestions

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  1. Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice

    I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.

    3 votes
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  2. We need to search for surgeons by typing the practice

    There is a search "Delivery address contains" but this only searches for addresses, not by practice name

    1 vote
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  3. We need to be able to hand a list of unpaid invoices to a customer, as an invoice

    We need something like the statement-unpaid but it must state it is an invoice and not a statement

    The IDH summary invoice unpaid would also work if the references to IDH are removed

    1 vote
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  4. 1 vote
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    planned  ·  0 comments  ·  Admin →
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  5. Make "Is Discountable" settable by price band on a product

    Currently setting "Is Discountable" means the product is either discountable or not. Allowing us to state this product is discountable when using, say the Private price band, but not the NHS price band, is more useful for us.

    Currently we need to ensure we tick or untick the "Allow Discount" box when adding a product to a job to achieve this effect, which is extra clicking and prone to error.

    1 vote
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  6. Please add graphing so we can analyse sales by month

    Such as plotting total sales by month over the year, or total sales per product by month over the year

    1 vote
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    planned  ·  0 comments  ·  Admin →
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  7. We need to be able to specify the technicians who worked on a job AFTER the job is booked out

    If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.

    This is very important.

    5 votes
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  8. Changing prices by a percentage - make it clearer that this will immediately make the change

    Sending to "Preview Window" indicates the change will be previewed and not immediately applied.

    Either make this clearer, or preferably allow the user to see a printable preview of the changes before confirming they should be applied.

    1 vote
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  9. limit assigned lineitem technician to the user logged in

    As far you know, when a technician ends his stage at work , he put his name on the list of technicians next to the action which he did.

    The problem is that our technicians make mistakes very often and [instead of] putting their names, they choose name of another one and when we want to settle, we have full job to find out who and why.

    Question is if its possible to have in the list only one name of concrete person after logging in ?

    For example technician john, he has his own account on Transactor, in Id…

    1 vote
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  10. 1 vote
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  11. 2 votes
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  12. Job ref pre-populated by surgeon or practice setting option

    some NHS practices require us to give their Purchase Ref on invoices. Their purchase ref changes periodically. we would like jobs for these assoc. surgeons to inherit this ref into the job reference. ideally if surgeon has been Tagged as such, to use the ref given in the Practice record as periodically updating all surgeon records a few times a month will be more work.

    1 vote
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  13. existing field text pre-highlighted for quick replacement

    on T6 if an existing lineitem field (eg Box No) had text in, it was pre-highlighted so we could just start typing to replace what was in there. now we have extra clicks to delete existing contents in cases where an ongoing job is being booked back in again. not mission critical but a 'nice to have'.

    1 vote
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  14. 1 vote
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  15. 1 vote
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  16. 1 vote
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  17. 1 vote
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  18. Can we have a notepad facility for non Transactor terminals

    Can we have a notepad facility for technician PCs (not running Transactor) so technicians can enter notes that Transactor operators can see.

    2 votes
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  19. Can the Palmers Notation be spaced correctly so the teeth appear in the correct positions?

    For example, if I enter Upper Right 8 and 1, and Upper Left 1 and 2, I would want to see it displayed on the form and the invoice as the attached image.

    1 vote
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  20. 1 vote
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