Feedback and suggestions
165 results found
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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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Warning when selecting a Due Date that's before the current date
I have been caught out a couple of times when selecting a Due Date, such as when at the end of the month and I'd like the Due Date to be at the beginning of following month - without thinking it's easy to select a day in the current month.
1 vote -
Changes to practice details to apply to surgeons at that practice
When creating a new surgeon, the practice details are copied across. However, would like changes to a practice details to affect existing surgeons at the practice.
1 vote -
Subject of outgoing email to represent the attached document
For example, the subject will change depending on whether an invoice, statement or delivery note is attached
2 votes -
'Begins with'...... options increased
When you look up active customers, it brings up a 'begins with...' box so you can put in a letter or two to search for the customer you require quickly.
PLEASE could this be available elsewhere e.g. Inactive
Customers, Inactive Products. And in 'control centre' for searching for 'Surgeons' and 'Practices'. I spend ages, scrolling up and down too fast then too slowly. I makes things so much more time consuming!, especially if you have several searches to do.2 votes -
On the statements - unpaid, show overdue invoices in red
For invoices which have been outstanding longer than the payment terms, either colour in red or add an "overdue" stamp next to them.
Currently for the statements that we print, we are putting overdue stickers on them. However, we can't do this for statements that we email!
1 vote -
Batch Report Manager - customer has no email address popup is too fast!
Attempting to send a large batch of email reports to email list and find a good proportion don't have their email list box filled in. The popup telling me this appears for each customer, which doesn't give me time to react to a previous popup.
Can we have a summary somewhere that we can check at the end of the run?
1 vote -
2 votes
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An "on-shelf" category on the Booked In Items Summary for On Hold jobs
Would like to see the number of items on jobs in the on hold state on the booked in items summary, under their own category of "On-Shelf" regardless of the true nominal category of the item.
1 vote -
component quantity option to stay fixed and not multiply up
on assembly product codes, to stop some component quantities from multiplying up. eg. Models to stay = 1.
1 vote -
Print or email OVERDUE PLEASE REMIT invoice
would like to be able to produce this.
2 votes
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