Feedback and suggestions
150 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 -
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 -
make Image preview always visible in selector window
When selecting or viewing one or more images onto a job, it would be nice to see the image in the first pop up window (if one has been assigned yet) without having to click View Image. Also, if an 'IMAGE' line item is on a job, there seems no way to see if it is populated with an image or if it is blank.
0 votes -
more intuitive manual payment allocations window
a few improvements are requested by users who don't find initial exposure to this window as good as T6 was.
1. Double click the row to allocate it, more intuitive than CTRL-click
2. Re-implement the single APPLY button next to AUTO APPLY as per T6
3. Ability to CTRL-click multiple rows then click APPLY"The blue hint text re Ctrl-click was not noticed, but we expected dbl click to do the allocation".
Feedback documented by staff : SR
0 votes -
Date range version of Practice Statement IDH
I am sending head office [IDH] a weekly invoice [from the Electronic Invoice IDH Group menu] and that works fine in producing an Invoice for all our IDH Practices.
Is there any way you could also do an extra IDH style report from the normal Report Batch Manager so that I can specify a to and from date as i can with Electronic Invoice. (this would be useful as I can also check that these individual practice reports add up to the weekly CSV file I send to head office).
0 votes -
Focus QTY box automatically when Edit Lineitem
Highlight LineItem, press Enter to Edit it. Currently have to press Tab or use the mouse to change the QTY.
0 votes -
Automatic pop up reminders when a job is due for return soon
It would be nice to have an option, that a periodic pop-up reminds us that one or more jobs that are due back soon (today/tomorrow) still have not been finished.
0 votesyes we see what you mean. Even though the Daily Booked In jobs report already highlight these jobs, a pop up reminder could be desirable. Would of course require the User’s options set as such otherwise it could be a hindrance.
Also see the associated idea
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5799782-subcontracted-return-date-reminder -
Log changes made by a user when editing a job
Such as if they changed the patient name, added or removed items etc.
0 votes -
message alert when you select customer onto main form
I need to try and find something that will alert staff in the office to remember when booking the work in.
Could there be something that could pop up when you input the surgeons name that comes onto the screen in a bright colour to alert them that this surgeon requests something different to others for example I had one today that does not want his veneers etched and its so hard for them to remember all the requests.0 votesThe next version of Transactor will have the ability to add comment text highlighted in red (or other colours) which is prominently displayed on the form when the customer is selected.
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When adding payments in January, for payments received in December, either make it clear what year is being used, or prompt the user
Example: I have received a payment dated 20/12. If I add this within January, and do not enter the year, it defaults to 2016.
When entering payments in January only, can Lab Manager either ask the user to confirm the year, or make it clear that it will use 2016 if you don't specify the year.
0 votes
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