Feedback and suggestions
104 results found
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1 vote
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Allow setting a maximum job value limit
So, say a customer has a maximum job value limit of £130, if when adding items to the job, it takes the total value over £130 - the price stays capped at £130.
1 vote -
Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details
It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)
1 vote -
Practice Summary Statement - need a monthly version
For example, if we are entering the date range of 1st of the month to last of the month the current statement is showing total of invoices plus outstanding balance.
Would like a version of the practice summary statement that only shows totals for the date range I specified.
1 vote -
Allow adding an item to a job using defaults
ie. default quantity, price band, price etc. so there would be no need to display the screen asking me to confirm these details.
1 voteWe are gathering feedback with a view to improve this aspect of the line entry design.
However, in the current system you can already use the speed entry feature:
SPEED ENTRY:
1. enter the item code followed by a comma
2. press ENTER
(this will instantly add the row for quantity 1, using the default price. For > qty 1 enter a number after the comma)See article:
http://transactor7.uservoice.com/knowledgebase/articles/369932-speed-entry-of-lineitems-using-defaults -
IDH are staggering payments based on the individual tax dates of the invoices in the CSV file
This means we receive a number of payments from them throughout the month. In order to receive a single payment for them they say we need to submit the invoices with the same tax date.
Can it be an option on the electronic invoice utility to use the same tax date for all invoices for that month?
3 votes -
1 vote
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We need to search for customers by type
For example, we created a Prospect customer type. The customer doesn't show in an "All customer accounts" search.
In fact, we want to segregate prospects from surgeons, so even if prospects did appear in this list it is still not ideal to locate prospects amongst the surgeons in the list.
When searching, can we choose to search within a specific customer type?
1 voteBoth issues will be addressed in v7.09.
Meantime if you in support, and have v7.x your current system can be adjusted for this. Ask our support team to make a script change for you.
1. Enable hidden customer search script “Customer by Type”
2. Adjust ‘All Customers’ search to include all types. -
Surgeon Summary Invoice Detailed - option to hide individual item prices
As per the summary invoice with Include Line Items was in Transactor 6... ie. it didn't show individual item prices
1 vote -
Optionally include customers with zero sales on the Sales by Customer report
So we can see who hasn't been doing business with us
1 vote -
Automatic pop up reminders when a job is due for return soon
It would be nice to have an option, that a periodic pop-up reminds us that one or more jobs that are due back soon (today/tomorrow) still have not been finished.
0 votesyes we see what you mean. Even though the Daily Booked In jobs report already highlight these jobs, a pop up reminder could be desirable. Would of course require the User’s options set as such otherwise it could be a hindrance.
Also see the associated idea
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5799782-subcontracted-return-date-reminder -
Subcontracted return date reminder
I subcontract Ch/Co work.Is there any way Transactor could "flag" up the date when a particular subcontracted job is due for return.This would act as a reminder on that day.
2 votesYes Transactor can flag up these jobs on a daily basis, but you need to invoke a report or jobs list.
Each close/or start of Day, print a job schedule report (Reports\Jobs\Booked In)
This information is also available at any time by clicking Jobs List and choosing Active Jobs – Booked In by Due Date.Don’t forget to set the Job Due Date when booking in.
If you want to restrict the report to a Department eg. ‘subcontracted Ch/Co’, then on booking in, assign the job to that department. In the Booked In jobs report choose that Department only.
To add amend departments, use your Control Panel. (Setup Wizard, Debts / Stages).
We have noted the reference to a Pop up please also see this Idea / Suggestion
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5813879-automatic-pop-up-reminders-when-a-job-is-due-for-r -
Focus QTY box automatically when Edit Lineitem
Highlight LineItem, press Enter to Edit it. Currently have to press Tab or use the mouse to change the QTY.
0 votes -
Sales totals print.
Can we have the option to group the sales totals print out into practice order please.
2 votes -
Multiple Tagging
Can we have the option somewhere to add tags to surgeons in one place rather than go into each individually.
1 vote -
1 vote
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Report of Practice Summary Invoices in Period
I would like a report similar to the current Invoices In Period (reports/accounting) but instead of it listing individual Job Level invoices, it would list one row per Practice Summary Invoice. Naturally it would need to ask for a date range and it would have report totals.
1 vote -
Date range version of Practice Statement IDH
I am sending head office [IDH] a weekly invoice [from the Electronic Invoice IDH Group menu] and that works fine in producing an Invoice for all our IDH Practices.
Is there any way you could also do an extra IDH style report from the normal Report Batch Manager so that I can specify a to and from date as i can with Electronic Invoice. (this would be useful as I can also check that these individual practice reports add up to the weekly CSV file I send to head office).
0 votes -
1 vote
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Automatic patient search or popup when entering a job, or patient notes facility
When adding a patient to a new job, popup if any jobs already exist for this patient. For example, after quoting a surgeon for work, down the line they may request a job but we are not aware if we already quoted for it and a new job is started. We do not wish to use patient search every time we enter a job just to see if there is a related job already on the system.
This is just an example, the previous job may not be a quote but a related job.
As we store notes on previous…
7 votes
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