Feedback and suggestions
124 results found
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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 -
Would like a report showing jobs booked out completed for a customer on a specified date or date range
We should be able to run this for the current customer on the form - we don't want a list of all jobs for all customers.
A summary invoice by date range would do the job, but we do not want to show the values of the work.
This report is to hand to clinicians who we have booked out work to.. but we don't want it to seem like we're pressing them to pay us.
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 -
Allow emailing to primary email AND email list
So we don't have to go back and add the same email address in email list box that we already entered into all our surgeon's primary email box.
2 votes -
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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1 vote
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Would it be possible to print the Aged Debt List in Grouped by Surgery format, this would be most helpfull
Grouping dentist in surgery for the Aged Debt list would make things much easier
1 votegreat idea. watch this space.
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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 -
Make the Allocate Credit list printable OR provide a report that show payments and their allocations
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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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 -
2 votes
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1 vote
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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