Feedback and suggestions
164 results found
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1 vote
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1 vote
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1 vote
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1 vote
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Want to list active jobs by practice
Not just booked out completed jobs, so practice summary invoice not suitable
1 voteplease see question in comment
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Would like to be able to view payment details from the history window
Can view payment details in the Payments list by right click and selecting View on a payment. Can't do this in the customer history list.
1 vote -
Print out labels for variable specific accounts
After running off summary invoices, statements etc from the Batch Report Manager, would like to produce address labels for only those accounts we have produced those reports for.
Currently you can either have a full page of labels for specific accounts, or a single label for one account, or single labels for all accounts.
5 votes -
1 vote
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Overwriting a price, means 'price band' field is lost.
Sometimes you need to adjust the price of an item when you are invoicing, you don't necessarily want to load a new code or apply a discount. When you you manually alter a price, or enter an Alloy price (which is left blank as it differs everytime single time) the Price Band i.e. NHS/Private is lost. This means not only are invoices/patient statements missing information, but the reporting is effected. The 'Sales by product grouped by Price Band' Report becomes an inaccurate and therfore unusable report.
2 votesIt may be possible to support some kind of custom price ‘whilst retaining the band/grade name’ on the lineitem. Some labs may not want this feature (for the reasons below) therefor this item is left in Under Review status to gather votes and comments.
There is a reason why the PriceBand on a lineitem row needs to become ‘blank’ (custom) if the item price is customized. The Customized price no longer matches the price list as that price, so there would be no consistency and no way to recoqnise that a pricing error has occurred. However, the jobs ‘Main price band’ given at the top of the Main Form, is a valid substitute in those cases.
Our prevailing view is that if a price needs to be customized, it is not from the price list and therefor not a standard grade/price combination. To accommodate a new price for an item,…
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We need to set a product's price automatically depending on if another product is also on the invoice
...If particular products exist, we wish to apply a discount to a different product on the same job. This only applies to particular surgeons.
Query already logged as M1-9172
3 votes -
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 -
Can we see the job history by double clicking on the booked in date, like in T6?
It's easier for us to do it this way than by using the menu or keyboard combination
5 votes -
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 -
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 -
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 -
Would like to see price band on invoice
T6 showed the price band for the job at the top of the invoice
1 vote -
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 -
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 -
Printing summary invoices in various orders
It would be useful if I could print one copy of monthly summary invoices in surgeon order and one copy in practice order
1 vote -
3 votes
This was a speed-trick in T6. In the case where the cursor is highlighting some text in an object, you could just start typing the new value without having to press Space or Enter keys.
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