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  1. 1 vote
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  2. Practice Summary Invoice Detailed does not need CODE and can it be portrait

    Its great that there now is a ‘practice summary invoice – detailed’, as As well as an individual’s ‘summary invoice – detailed’. They both obviously show the same info, however there has been an extra column added to the new ‘practice summary’ report. The column is titled CODE, this is not present in the individual summary invoices, as its not necessary.

    Also the ‘practice’ one is only in landscape format, taking up more pages, can it be changed to be portrait like the ‘individual’ report

    4 votes
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  3. Add a remake button

    This could copy the current job to a new job as a remake.

    It should offer to print an MDD non-conformance form, which should be completed for remakes.

    3 votes
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  4. Can we edit a financial item regardless of job state. In our case frequently the technicians name is not put in

    In our case frequently the technicians name is not put in if we need to alter this it’s a big job whereas if we could edit regardless of state it would really make a big difference to us.

    2 votes
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  5. 1 vote
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  6. Please add a payment reminder facility

    Please add a payment reminder that will come up from the system if the clients are behind payment

    This will save us a lot of time, we are starting to send the clients payments reminder every 14 days after its over due.

    2 votes
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  7. Can we have the first line of the deliver to address under the surgeon name when adding payments

    This is to help differentiate the same surgeons that work at different practices. Cannot always remember who they are by their account number.

    1 vote
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  8. 1 vote
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  9. 1 vote
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  10. 4 votes
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  11. can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than doing it singularly

    can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than having to delete them singularly to end up with the batch you want to print. We want to use this as a print out for clinicians so we can document what work has been sent to them.

    1 vote
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  12. 1 vote
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  13. 1 vote
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  14. 1 vote
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  15. 1 vote
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  16. 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
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  17. I need to view a list of jobs completed every day with total showing on

    and also i need to print out a list of dentists or practise with specified fields(details) of the job not with default fields you put in

    3 votes
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  18. 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
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  19. 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
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  20. 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 vote
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    We 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

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