Feedback and suggestions
28 results found
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practice summary statement
This report is amazing !!!!! - Yet still many clients are getting in a pickle as it's clearly far to complex for them to understand. Any chance a monthly total can be added as per my attachement?
Many thanks
Wendy1 vote -
Email Messages
Would it be possible to set up a messaging system on the Transactor so if you needed to send some or all of your customers a message it can be done using the Email details set up on Transactor.
1 voteGood idea.
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Adding tags
Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.
Having to go in individually is so time consuming, then you get disturbed and forget where you are.
please please please !
3 votes -
Include technician barcode scanning in Transactor 8
We understand Transactor 8 will include more barcode scanning and printing features. We'd like to scan a technician's barcode so they can see the jobs they're working on
1 vote -
We want to be able to batch book-out complete jobs and print their invoices
eg. Batch book out all jobs due today and print their individual job invoices
4 votes -
Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice
I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.
3 votes -
Make "Is Discountable" settable by price band on a product
Currently setting "Is Discountable" means the product is either discountable or not. Allowing us to state this product is discountable when using, say the Private price band, but not the NHS price band, is more useful for us.
Currently we need to ensure we tick or untick the "Allow Discount" box when adding a product to a job to achieve this effect, which is extra clicking and prone to error.
1 vote -
We need to be able to specify the technicians who worked on a job AFTER the job is booked out
If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.
This is very important.
5 votes -
Changing prices by a percentage - make it clearer that this will immediately make the change
Sending to "Preview Window" indicates the change will be previewed and not immediately applied.
Either make this clearer, or preferably allow the user to see a printable preview of the changes before confirming they should be applied.
1 vote -
limit assigned lineitem technician to the user logged in
As far you know, when a technician ends his stage at work , he put his name on the list of technicians next to the action which he did.
The problem is that our technicians make mistakes very often and [instead of] putting their names, they choose name of another one and when we want to settle, we have full job to find out who and why.
Question is if its possible to have in the list only one name of concrete person after logging in ?
For example technician john, he has his own account on Transactor, in Id…
1 votesounds like an interesting idea. needs some thought for the design however. see comments
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When changing price band prices by a percentage, give an option to allow "rounding to nearest pound"
1 vote -
1 vote
Under review. Thank you for you feedback.
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Can the Palmers Notation be spaced correctly so the teeth appear in the correct positions?
For example, if I enter Upper Right 8 and 1, and Upper Left 1 and 2, I would want to see it displayed on the form and the invoice as the attached image.
1 vote -
Not clear what this means when booking out completed: Zero value item(s) on this job. Do you wish to continue?
Had to call support for an explanation.
1 vote -
Would like a discount or credit to be automatically applied to a customer when their current bill reaches a set level
Not early payment discount
1 vote -
writing in private message
when you write something in the private message box could the 'enter' key please be reinstated as a way of clicking 'ok'
1 vote -
Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details
It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)
1 vote -
Subcontracted return date reminder
I subcontract Ch/Co work.Is there any way Transactor could "flag" up the date when a particular subcontracted job is due for return.This would act as a reminder on that day.
2 votesYes Transactor can flag up these jobs on a daily basis, but you need to invoke a report or jobs list.
Each close/or start of Day, print a job schedule report (Reports\Jobs\Booked In)
This information is also available at any time by clicking Jobs List and choosing Active Jobs – Booked In by Due Date.Don’t forget to set the Job Due Date when booking in.
If you want to restrict the report to a Department eg. ‘subcontracted Ch/Co’, then on booking in, assign the job to that department. In the Booked In jobs report choose that Department only.
To add amend departments, use your Control Panel. (Setup Wizard, Debts / Stages).
We have noted the reference to a Pop up please also see this Idea / Suggestion
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5813879-automatic-pop-up-reminders-when-a-job-is-due-for-r -
1 vote
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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Print or email OVERDUE PLEASE REMIT invoice
would like to be able to produce this.
2 votes
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