Feedback and suggestions
165 results found
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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 -
When running the Nominal Account Summary (the equivalent of the Analysis by Category on T6) it defaults to last month
On T6, the equivalent report defaulted to the first of the current month to today's date
1 vote -
Show the department list in the same order as it was in T6
The "On Bookout" list has been set up in the order of a job's work-flow. In T7 It's showing in alphabetical order, rather than ID order
1 vote -
1 vote
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2 votes
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1 vote
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1 vote
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Would like to see the history of the most recently used surgeons at the bottom of the Customer menu
T6 did this by listing the recently used surgeons at the bottom of the Surgeon menu.
Makes my life much easier if I can just pick the same surgeons over and over when updating their jobs, rather than searching/selecting them from a list all the time
1 vote -
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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1 vote
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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 -
When a discount is applied to an individuals ?
account is there any way that the discount and amount EG: 5% can be shown on the Invoice?
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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Seperate the Notes and Financial products in the selection list
I have a lot of default notes I use, would like these in a separate list to the financial products when selecting an item to add to a job
1 vote -
1 vote
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