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119 results found

  1. anomally when entering invoice number - it removes job number ?

    When looking at a job on the sysem by various routes, the JOB number AND INVOICE number are both displayed...However when you search by invoice number (by typing INV12345) in the Job field, then hit enter - the invoice number remains in the job field AND in he invoice field. As you can see from the attached photo. If you require the job number by way of clarification, then you have to out of the job, reload the account, and search for the case again. Bit of a blip there I think.
    Thanks

    1 vote
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    completed  ·  1 comment  ·  Admin →

  2. Practice summary statement in months

    Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.

    3 votes
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    completed  ·  7 comments  ·  Admin →

  3. Let us store a customer's statement email address, and allow sending to this

    A number of our customers want to have statements sent to an email address, which is not their primary address and also shouldn't be included in the email list.

    Can we have the ability to have a "statement email address" on a customer's record, and allowing emailing to this.

    The website address on a customer record isn't useful to us, so this could be replaced.

    0 votes
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    completed  ·  0 comments  ·  Admin →

  4. Transactor needs to be made to operate on a Mac without an emulator.

    When is transactor going to made for Mac?

    1 vote
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    completed  ·  1 comment  ·  Admin →

  5. The customer balance shown under the customer details on the main form, doesn't update after adding a payment

    The correct balance is shown in customer history, but to see the correct balance on the main form you have to clear the form and go back to the customer.

    1 vote
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    0 comments  ·  Admin →

  6. We want to prevent some users from being able to book out

    1 vote
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    completed  ·  1 comment  ·  Admin →

  7. We'd like to be able to choose the account number for new customers

    We do not always want an automatic account number chosen for us

    1 vote
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    completed  ·  1 comment  ·  Admin →

  8. Search for jobs containing a specified product

    It would be helpful to be able to search for jobs that contained a specific product, eg chromes

    1 vote
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    completed  ·  1 comment  ·  Admin →

  9. Please add a report to show month-by-month net sales to each surgeon

    1 vote
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    completed  ·  0 comments  ·  Admin →

  10. telephone number

    put your number back on your website

    hi nick , hope you are well , ha ha

    1 vote
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    completed  ·  1 comment  ·  Admin →

  11. Make it easier to get a scanned image into Lab Manager

    It's complicated to get a scan using our scanner software, then add a product to a job and browse to where the image is.

    Ideally add a button in Lab Manager to get a scan from the scanner and add to the job

    7 votes
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    completed  ·  2 comments  ·  Admin →

  12. Can we have a way of adding a document to a job.

    We get all instructions from one practice via email, we keep these in a document, updating it as more instructions come. It would be good to be able to attach this document to a job.

    1 vote
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    completed  ·  1 comment  ·  Admin →

  13. Would like to be able to add multiple photos to a job, not one image at a time.

    1 vote
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    completed  ·  0 comments  ·  Admin →

  14. We need a report to show product sales by customer

    ie. The results in the Sales by Product report are good, but we want to see the list of products for each customer over the period

    1 vote
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    completed  ·  1 comment  ·  Admin →

  15. I want to see annual figures shown on a month-by-month breakdown, so I can compare with other years

    We want to compare this year to last year so just want to run off one report for each year which contains monthly figures

    5 votes
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    completed  ·  1 comment  ·  Admin →

  16. Would like a report similar to Booked In by start date, but showing job total value

    To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range

    1 vote
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    completed  ·  1 comment  ·  Admin →

  17. We need to see a list of all credit notes in the last month

    1 vote
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    completed  ·  1 comment  ·  Admin →

  18. Remember 'Include Credit Notes' setting - Commercial Module EDI Invoicer

    Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?

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    completed  ·  0 comments  ·  Admin →

  19. Automatically include credit notes in IDH invoices

    Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?

    1 vote
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    completed  ·  1 comment  ·  Admin →

  20. Would it be possible to get sales by product for one specific product

    Would it be possible to get sales by product for one specific product

    1 vote
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    completed  ·  2 comments  ·  Admin →
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