Feedback and suggestions
119 results found
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abiltiy to send email letters to the customers
Either as a one off or on bulk from the Batch Report Manager perhaps. eg. Select customers with email addresses, decide on text of letter, send to Customer's email addresses.
0 votes -
Would like pound £ sign on the Early Payment discount message
On statement monthly/by date range, if a customer's record has the early payment disc% and days set, then these reports print a msg. If we receive payment of nnn.nn by dd/mm/yyyy you will be credited with nnn.nn on your next statement. Could we have the currency symbol eg £ 999.99
1 vote -
On the Batch Report Manager, specify not to print those statements where the only activity is 1 payment covering their last invoice
Not necessarily a biggie as you can determine the reports with 1 activity as they show with a number 1 in their preview icon on the BRM, but would be nice.
5 votes -
Can Mr/Mrs print on All reports as on T6.
Most dentists will not put mr/mrs or not put a first name. Often you don't get all 3 fields completed by the customer. I have a a job for a 'Mr Terry'. However as the statement does not show the Mr/Mrs field, it shows just as 'Terry'. I think I might get a phone call saying Terry who?! when its in fact the sir name.
1 vote -
Specify different email addresses depending on report type
Further to being able to email to more than one email address, how about being able to email specific reports to separate addresses.
For example, the statement to go to the practice's admin email address, and the patient statements to go to the surgeon direct.
5 votes -
Can we have the job reference number displayed on all invoices, statements and summary invoices
...As we use our reference number rather than the job number or invoice number.
3 votes -
How can you view what you have invoiced recently, in invoice order?
On T6, invoices would be visible on the screen in cronalogical order. (As we are now having to enter our own JOB Number, instead of the system generated one which was not viable for us to use), I cannot seem to view invoices in the date order they are raised in. They seem to be stored in Job Number order. But the document is in fact an Invoice, the Invoice Number produced should be the Primary Number for that document, and therfore the date order would be cronalogical too. The SYSTEM HISTORY option, lists techincal info, but does not give…
1 vote -
saving e-mail address and phone numbers into dentists/practice accounts
I see you can go into control centre and update a Practice details, with
e-mail addres/phone number/notes etc. However when you go into a dentists account, that practice info you have just entered does not show again the individual/s at that practice. How do you get that info to copy across?2 votes -
concise 'practice list with surgeons'
Sometimes you need at a glace to know which dentists are at which surgery. The report 'practice list with surgeons' in the format it currently is, is not very user friendly, as its one page for each practice, which is not really necessary. I sit possible to make this report be more like a list, where you'll end up with practice name followed by the list of dentists there, but so you can get something like 8 or so practices to a page. More of a running report a bit like the 'adress labels' report?
1 vote -
Can we have a total at the end of the booked in jobs with net value report?
It shows the amounts of each product, but not the total amount. We have to manually add them up.
3 votesThe following report has been modified to include the total amount in the final summary:
Booked in jobs by due date-detail with net value -
Report - Similar to Sales by Product, but with Job no and Patient too
Inputs: Product Code, Customer( or all custs), Period
Output columns: Date, Job#, Patient, Qty, Net
GT: qty, NetRequested by Lab # 3280 11apr2013
2 votes -
Early Settlement Discount
Can we have the Early Settlement Discount option that used to appear when creating statements back. It is quite a lengthy process to set up surgeons to get no discount.
1 voteThanks for your feedback. Early Payment discount is in Customer Types (control Centre – advanced). This initiates the Early Payment message on statements as on T6. This mechanism has been much improved in v706 as each Surgeon has an Early Paymnt discount, and Days in v706 giving total control. 706 will be released in a few days.
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Month clearly stated on statements/summary invoices
previously the month of the report was clear on the printout, there is now just a to & from date on the right hand. Can we have it so the month of the report is very clear
5 votes -
Would like to minimize the batch report manager
...so we can review jobs and customers through the main interface if there is any questionable report items
12 votes -
Current month on unpaid invoices is confusing
If I present an unpaid invoices statement to a customer that I produced in the first few days of a month, but for invoices up to the end of the previous month, the "current month" figure at the bottom is showing the invoices from the month I created the invoice in.
This is confusing for all as when I specify a date of end of last month, I am not interested in seeing the current month!
1 votefrom v7.06
Aged debt now as at TaxDate of the Period end. Also showing unallocated credits.
Reports Updated:
Accounting\Aged Debtors
Customers\Statement (unpaid invoices)
Customers\Statement detailed (unpaid invoices)
New report:
Customers\Statement (with aged debt) -
directly paste or scan in images onto jobs
We scan images in and can now attach these to jobs in T7 but it needs us to add an 'IMAGE' code to the lineitem, then 'Get Image' and select from a file.
4 votes -
mark items as do not print on invoice eg models
would like to mark some items such as Models which have a zero value, so they don't get printing on invoices, but still appear in the technician's Completed items reports.
1 vote -
The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity
The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity, it's currently just counting the number of rows on the job
1 votethank you for your feedback. Changes have been implemented in v7.05 pending release.
Item count on SubTotals area of form is now labelled “Rows” to avoid confusion.
Also the Product menu entries – item changed to row. ie. Edit rowFor people wishing the item quantities in process, see the new report \reports\jobs\Booked In Items summary
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debtors figures report as at a previous date
My accountant wants the debtors figure as at 31.12.12 but when i go into debtors it doesnt give me the option to specify a date, it did used to in T6 and can we have this facility.
4 votesAged debt now as at TaxDate of the Period end. Also showing unallocated credits.
Reports Updated:
Accounting\Aged Debtors
Customers\Statement (unpaid invoices)
Customers\Statement detailed (unpaid invoices)
New report:
Customers\Statement (with aged debt) -
Would like to see the audit trail report in T7
We used the Audit trail report on T6 regularly. We can seem to get something similar by using the System History and selecting Transactions, but this shows everything and takes a long time to display.
3 voteswill appear in next version release. reports\accounting\audit trail
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