Feedback and suggestions
10 results found
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IDH are staggering payments based on the individual tax dates of the invoices in the CSV file
This means we receive a number of payments from them throughout the month. In order to receive a single payment for them they say we need to submit the invoices with the same tax date.
Can it be an option on the electronic invoice utility to use the same tax date for all invoices for that month?
3 votesthis feature can be added to the Electronic Invoice Utility. Can someone 2nd this idea (add their vote) then we can proceed.
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3 votes
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Can we have a notepad facility for non Transactor terminals
Can we have a notepad facility for technician PCs (not running Transactor) so technicians can enter notes that Transactor operators can see.
2 votes -
Multiple Tagging
Can we have the option somewhere to add tags to surgeons in one place rather than go into each individually.
1 vote -
Would like a report showing jobs booked out completed for a customer on a specified date or date range
We should be able to run this for the current customer on the form - we don't want a list of all jobs for all customers.
A summary invoice by date range would do the job, but we do not want to show the values of the work.
This report is to hand to clinicians who we have booked out work to.. but we don't want it to seem like we're pressing them to pay us.
1 vote -
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 -
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?
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Is there way of of finding sales by product in a certain practice.
Is there way of of finding sales by product in a certain practice.
1 votenot exactly that report, but you can use the standard sales by product report. selecting all the surgeons in a practice by Customer Tag. see comment
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1 vote
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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
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