Feedback and suggestions
19 results found
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We need to be able to specify the technicians who worked on a job AFTER the job is booked out
If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.
This is very important.
5 votes -
Can we have an invoice number based on the job number?
Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...
For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3
3 votes -
Adding tags
Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.
Having to go in individually is so time consuming, then you get disturbed and forget where you are.
please please please !
3 votes -
Subcontracted return date reminder
I subcontract Ch/Co work.Is there any way Transactor could "flag" up the date when a particular subcontracted job is due for return.This would act as a reminder on that day.
2 votesYes Transactor can flag up these jobs on a daily basis, but you need to invoke a report or jobs list.
Each close/or start of Day, print a job schedule report (Reports\Jobs\Booked In)
This information is also available at any time by clicking Jobs List and choosing Active Jobs – Booked In by Due Date.Don’t forget to set the Job Due Date when booking in.
If you want to restrict the report to a Department eg. ‘subcontracted Ch/Co’, then on booking in, assign the job to that department. In the Booked In jobs report choose that Department only.
To add amend departments, use your Control Panel. (Setup Wizard, Debts / Stages).
We have noted the reference to a Pop up please also see this Idea / Suggestion
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5813879-automatic-pop-up-reminders-when-a-job-is-due-for-r -
Don't clear the "For" box when changing the search method
Suppose I am accidentally searching for Sales Items by Code. If I type something in the "For" box then click Search, then realise I want to change to searching by Description - the "For" box is cleared and I have to type my search terms again.
2 votes -
1 vote
Under review. Thank you for you feedback.
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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 -
Email Messages
Would it be possible to set up a messaging system on the Transactor so if you needed to send some or all of your customers a message it can be done using the Email details set up on Transactor.
1 voteGood idea.
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Include technician barcode scanning in Transactor 8
We understand Transactor 8 will include more barcode scanning and printing features. We'd like to scan a technician's barcode so they can see the jobs they're working on
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 -
Changing prices by a percentage - make it clearer that this will immediately make the change
Sending to "Preview Window" indicates the change will be previewed and not immediately applied.
Either make this clearer, or preferably allow the user to see a printable preview of the changes before confirming they should be applied.
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
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When changing price band prices by a percentage, give an option to allow "rounding to nearest pound"
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 -
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
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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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 -
1 vote
under review for a future update
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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
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