Feedback and suggestions
124 results found
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Allow adding an item to a job using defaults
ie. default quantity, price band, price etc. so there would be no need to display the screen asking me to confirm these details.
1 voteWe are gathering feedback with a view to improve this aspect of the line entry design.
However, in the current system you can already use the speed entry feature:
SPEED ENTRY:
1. enter the item code followed by a comma
2. press ENTER
(this will instantly add the row for quantity 1, using the default price. For > qty 1 enter a number after the comma)See article:
http://transactor7.uservoice.com/knowledgebase/articles/369932-speed-entry-of-lineitems-using-defaults -
Practice Summary Statement - need a monthly version
For example, if we are entering the date range of 1st of the month to last of the month the current statement is showing total of invoices plus outstanding balance.
Would like a version of the practice summary statement that only shows totals for the date range I specified.
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 -
Would like to be able to add delivery notes to queue for all jobs booked out today (including booked out ongoing)
Due Date is not necessarily the same as the date the job is booked out on
1 vote -
An "on-shelf" category on the Booked In Items Summary for On Hold jobs
Would like to see the number of items on jobs in the on hold state on the booked in items summary, under their own category of "On-Shelf" regardless of the true nominal category of the item.
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 -
1 vote
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1 vote
under review for a future update
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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 -
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 -
1 vote
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comprehensive statement
Still, the amount of incorrect payments we receive is astounding and increasing. I'm sure we're not the only ones.
The SUMMARY INVOICE contains all the necessary job info the client requires, but doesn't show a rolling total. The STATEMENT, while showing what is 'actually' due (accounting for any under or over payments), only provides basic job info. If these two reports could be amalgamated it would be truly comprehensive and time saving.
Thanks
Wendy1 vote -
component quantity option to stay fixed and not multiply up
on assembly product codes, to stop some component quantities from multiplying up. eg. Models to stay = 1.
1 vote -
Surgeon Summary Invoice Detailed - option to hide individual item prices
As per the summary invoice with Include Line Items was in Transactor 6... ie. it didn't show individual item prices
1 vote -
Changes to practice details to apply to surgeons at that practice
When creating a new surgeon, the practice details are copied across. However, would like changes to a practice details to affect existing surgeons at the practice.
1 vote -
1 vote
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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1 vote
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1 vote
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Make the Allocate Credit list printable OR provide a report that show payments and their allocations
1 vote -
Optionally include customers with zero sales on the Sales by Customer report
So we can see who hasn't been doing business with us
1 vote
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