Feedback and suggestions
154 results found
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Sales items search box - focus the For box
if the default search is say Description. then i would like the cursor waiting for me in the FOR box instead of having to move the focus out of the list box.
1 vote -
List viewer window - Print all - Zoom not working
eg. Customer History - Account Statement - Options - Print All - Click Zoom + icon. Doesnt work. Zoom - works until 20% but then wont zoom back up. Can enlarge window and sometimes zooms in, but stops working again.
1 vote -
I would like to cursor to skip to Ref when I press Tab
I like the cursor to start at Customer when I start a new job, but then when I press TAB I want it to move to Ref
1 vote -
Report to show a certain product, for a certain client for a certain time scale.
It is vital to understand clients trends, and we really need a report that can be totally bespoke to the following fields that can be varied without boundaries.i.e.....
How many NHS - Bonded Crowns - did Dentist Smith - do in June.
Is this function available because I can't readily see it.1 voteAvailable from v7.01 beta: These new sales reports are available.
Report: Sales By Product
Columns : code,description,qty, net sales
Variable Selection criteria:
Customer (All customers, Enter custID)
From date (Enter date, Today, last month start, last month end)
To date (Enter date, Today, last month start, last month end)
Sort by (Code, Description, net sales, qty)Report: Sales By Product Grouped by Price Band
Columns: priceband,code,description,qty,net sales
Variable Selection criteria: Same as Sales By ProductReport: Sales By Product Grouped by Nominal Acct
Columns: Nominal acct,code,description,qty,net sales
Variable Selection criteria: Same as Sales By Product -
Invoice summary breakdown
On Previous transactor "Summary Invoices" had a 'line item' Yes/No option. So the summery invoice showed not just values, but patient name, products, notation and notes.I cannot see that on this version.
1 voteThis is in from T7.03. Choose Reports/customer/summary invoice detailed (monthly)
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Can't edit internal notes. and how big are they?
(Originally posted as part of the How do i Edit an Invoiced Job thread)
How big is the "Internal Note" section ? The current one is very small. Often you need to update comments on a job if its going out to a client and coming back, etc, or if you just want to have notes about a job.It needs to tab to a whole new page for this funtion, or have pretty endless scrole feature.
1 voteDescription: The Job Note can now be edited at all times, regardless of job state. Also a pop up editor allows entry or pasting from clipboard, upto 250 characters.
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repeat customer jobs
When you are booking in mutiple jobs for the sane client can we have a shortcut to repeat the last client rather than entering it all again?
1 vote -
Jobs booked in by due date, sorted by surgeon
Can't seem to pull up jobs booked in by due date on Beta version. was hoping to see if it was possible to sort the list. i.e by dentist name. and what information was given on the list
1 voteThis functionality now supported in menu Reports\Jobs.
Booked in jobs list
Booked in jobs by due date-detail
Booked in jobs by due date-detail with net value -
1 vote
fixed from 7.03
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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 voteOn step 1 of the Batch Report Manager, it is now possible to choose to sort by practice
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1 vote
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product codes on customer statement - oasis friendly
a customer of ours (oasis group) wants product codes on our monthly statements.
1 vote -
Printing out statements for all clients in a batch
Unless I am mistaken or I have fiddled with a setting I shouldn't have it doesn't seem possible to print all of my end of month statements in one go.
With Transactor 6 if the customer id was left blank all of the end of month statements would be printed. If it is left blank now a message comes up saying "nothing to report". This means that each and every client has to be brought up onto the form individually to print each statement on its own!! This is obviously very time consuming unless I have missed somthing :)Thank…
1 votehi Malcolm,
The multiple printing of reports/statements etc is now taken care of with the Batch Report Manager. (Report distribution manager below v7.04). From the Customer menu, choose Batch Report Manager. Try to follow the steps in turn. 1.Select Customers 2.Run Reports 3.Send
You can ‘send’ these reports to Printer, PDF files to a folder, or to EMAIL to customer’s email or a copy all to yourself. -
1 vote
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1 vote
This has been done from v7.03 which will be published soon. see http://transactor7.uservoice.com/knowledgebase/articles/164856-transactor-7-latest-news
thank you for your feedback -
windows 8 problems with transactor 7
I tried the new version on windows 8 and got half way through the tutorial, then it crashed. Does this happen often? What can I do about it?
1 voteTransactor v7.4 has the correct windows 8 settings so this problem wont occur. Your current version can also be manually configured scroll down to see Comment 1. For v7.4 release date, see Transactor 7 Latest News http://transactor7.uservoice.com/knowledgebase/articles/164856-transactor-7-latest-news
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Would like to see the monthly breakdown at the bottom of the statement
As it was on T6. This breakdown is now on the unpaid invoices statement only.
1 voteFrom v7.06
New report variation
Statement (with aged debt) -
preview email before sending
Would like to see what you are emailing e.g. when getting up a statement for email you can’t email from preview.
1 voteYou can do this if you use the Reports Distribution Manager (RDM) to produce the report. You can click the little numbered box to the right of the customer row after you have generated your report(s). The RDM is under the Tools menu.
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Email server. Don't close app when x clicked
Clicking the X at the top right of the email server app could just re-minimise it. To close it completely, could right click 'Quit Email Server' similar to what Apps like Spotify do. It's too east to accidentally close.
1 votefrom v7.07
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1 vote
from v7.07.
click small icons bottom left of main form:
blue: Items pending. green: items sent today
red: items failed sending
click any icon to see the email lister window.
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