Feedback and suggestions
124 results found
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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 -
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 -
Would like a quick way to set the price of a product across all price bands
Every month we set the price of particular products (metals) based on our purchase price, with the same price across all price bands. We have 15 price bands.
On T6 it was simple to locate the product in the setup wizard and tab through each price band, pasting the same price. On T7 this process takes a little longer.
Can we have the ability to copy a price to all price bands for a product?
1 vote -
more intuitive manual payment allocations window
a few improvements are requested by users who don't find initial exposure to this window as good as T6 was.
1. Double click the row to allocate it, more intuitive than CTRL-click
2. Re-implement the single APPLY button next to AUTO APPLY as per T6
3. Ability to CTRL-click multiple rows then click APPLY"The blue hint text re Ctrl-click was not noticed, but we expected dbl click to do the allocation".
Feedback documented by staff : SR
0 votes -
1 vote
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1 vote
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1 vote
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4 votes
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We would like to run some non-Batch Report Manager reports for customers with a particular tag
Currently we'd like to run the Sales by Customer Grouped by Price Band for all customers we've tagged as NHS. The current settings only allow to choose "All customers" or a specific customer. We'd like to be able to select "Customers by tag" and select a tag.
1 vote -
4 votes
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"Deliver to" Box when raising an invoice, can accidently be left blank.
This results in a conflict of reports. Whilst the invoice exists on the Individuals Statement, it does exist on the Practice Statement.
Could this box be set so you always have to enter an address, or so it asks if you are sure you want to leave it blank. I know this is my fault typing so fast and clearing this box in error, but its resulted in a few messy account issues now.1 vote -
Would like to see the User name as well as User Code in the selection list when adding items
Some of our users refer to Codes, some refer to User names
1 vote -
Allow grouping by surgery on Payments, Audit Trail and Aged Debtors reports
When a payment is made the principal dentist pays for the whole practice with one cheque. When the payments are shown on the report the associate dentists and principal dentist are not grouped together and are split all over the report which makes reconciling the payment very very time consuming at the end of each month. It’s the same with all the reports really none of them are grouped together for cross ref purposes it would also be good if the aged debtors report could be grouped the same too.
4 votes -
1 vote
under review for a future update
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1 vote
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Can we have an invoice number based on the job number?
Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...
For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3
3 votes
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