Feedback and suggestions
104 results found
-
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 -
1 vote
-
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 -
1 vote
Thank you for your feedback. Planned for v7.09
-
1 vote
Under review. Thank you for you feedback.
-
1 vote
-
1 vote
would this be the sum of the item qty of priced lineitem rows (regardless of Unit differences)…. or number count of priced lineitem rows?
-
existing field text pre-highlighted for quick replacement
on T6 if an existing lineitem field (eg Box No) had text in, it was pre-highlighted so we could just start typing to replace what was in there. now we have extra clicks to delete existing contents in cases where an ongoing job is being booked back in again. not mission critical but a 'nice to have'.
1 vote -
Job ref pre-populated by surgeon or practice setting option
some NHS practices require us to give their Purchase Ref on invoices. Their purchase ref changes periodically. we would like jobs for these assoc. surgeons to inherit this ref into the job reference. ideally if surgeon has been Tagged as such, to use the ref given in the Practice record as periodically updating all surgeon records a few times a month will be more work.
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
-
Please add graphing so we can analyse sales by month
Such as plotting total sales by month over the year, or total sales per product by month over the year
1 vote -
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 -
1 vote
-
We need to be able to hand a list of unpaid invoices to a customer, as an invoice
We need something like the statement-unpaid but it must state it is an invoice and not a statement
The IDH summary invoice unpaid would also work if the references to IDH are removed
1 vote -
1 vote
-
1 vote
-
1 vote
-
1 vote
-
Would be good to access calendar from tool bar as well as the main form, also can we drill down on date to see jobs due
The techs here find the calendar really useful, it helps them visualise what's due when, so it would be good to access it independently from the main form so they don't have to clear / edit a job to get to it. Also, would be helpful to be able to drill down from a date in the calendar to see which jobs are due on that day.
1 vote -
1 vote
- Don't see your idea?