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Feedback and suggestions

150 results found

  1. e-mailing an invoice

    Whenyou e-mail a report as an attachment, it comes up with a box to show e-mail address, where you can add multiple addresses if need be and also any text you might want to add. It would be really good to have this option when e-mailing an invoice. I need to chase payment of a certain invoice. I want to e-mail them the invoice, but need to add text to say this or they will wonder what this random e-mailed invoice is.

    1 vote
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  2. Summary Invoice Jobs easier to view

    Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance

    1 vote
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  3. On selection lists, used to be able to press a key to jump down to that letter

    Now have to type that letter in the "For" box then click search...

    1 vote
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  4. make Image preview always visible in selector window

    When selecting or viewing one or more images onto a job, it would be nice to see the image in the first pop up window (if one has been assigned yet) without having to click View Image. Also, if an 'IMAGE' line item is on a job, there seems no way to see if it is populated with an image or if it is blank.

    0 votes
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  5. lineitems don't change colour when completed in T7

    In T6 there was a neat feature when an item on the job was marked 'completed' the row changed colour. i don't see this in T7

    3 votes
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  6. 3 votes
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  7. Technicians numbers

    When you complete a stage and put the technicians number or name against the the stage can their number also appear on the invoice?

    1 vote
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  8. Credit Note State box coloured Red

    Colour the State Box (top right) background Red just to highlight (remind) me it's a Credit note.

    16 votes
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    planned  ·  0 comments  ·  Admin →
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  9. add an item in the Transactor Favorites menu - Organise Favorites

    I like the favorites icon in the Transactor tool bar but i;d like to be able to add or remove items like the Firefox browser's 'Organise Bookmarks'.

    1 vote
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  10. Don't clear the "For" box when changing the search method

    Suppose I am accidentally searching for Sales Items by Code. If I type something in the "For" box then click Search, then realise I want to change to searching by Description - the "For" box is cleared and I have to type my search terms again.

    2 votes
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