Feedback and suggestions
135 results found
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customer history lists need to scroll to show most recent items
For example customer - history - Account History, if there are lots of transactions would like to see the most recent without needing to scroll down
5 votesFixed in v7.03 available from around 4th Jan 2013. Choose Help/Check for Updates
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Specify different email addresses depending on report type
Further to being able to email to more than one email address, how about being able to email specific reports to separate addresses.
For example, the statement to go to the practice's admin email address, and the patient statements to go to the surgeon direct.
5 votes -
On the Batch Report Manager, specify not to print those statements where the only activity is 1 payment covering their last invoice
Not necessarily a biggie as you can determine the reports with 1 activity as they show with a number 1 in their preview icon on the BRM, but would be nice.
5 votes -
directly paste or scan in images onto jobs
We scan images in and can now attach these to jobs in T7 but it needs us to add an 'IMAGE' code to the lineitem, then 'Get Image' and select from a file.
4 votes -
would like to allocate payments manually sometimes
In the Add Payment window, the 'Fully automatic allocations' works fine but i would like to allocate payments manually sometimes
4 votesFrom v7.03. After the credit has been entered, (Receive payment/give credit), the next window allows manual allocation adjustments, or just press enter to accept the automatic allocations done.
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debtors figures report as at a previous date
My accountant wants the debtors figure as at 31.12.12 but when i go into debtors it doesnt give me the option to specify a date, it did used to in T6 and can we have this facility.
4 votesAged debt now as at TaxDate of the Period end. Also showing unallocated credits.
Reports Updated:
Accounting\Aged Debtors
Customers\Statement (unpaid invoices)
Customers\Statement detailed (unpaid invoices)
New report:
Customers\Statement (with aged debt) -
Need a payments report
when we have applied a long list of payments we used to be able to check the total using general and payments, this is necessary to check for errors but I can’t see anywhere we can check the total anymore
4 votesin v7.04
Reports – Accounting – Payments -
When adding a delivery address for a new surgeon, can we choose to only list practices in the list
or choose which customer type to select from.
4 votes -
We want to be able to batch book-out complete jobs and print their invoices
eg. Batch book out all jobs due today and print their individual job invoices
4 votesYou can now use Tools menu > Utilities > Bookout jobs by due date
Then use Tools menu > Apps > Batch single invoices and patient statements
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New Credit Note could offer to base it on current Invoice
After bringing up a job invoice on the main form, i would like an easy way to make a credit note out based on it. eg. one way would be after clicking Action - New Credit Note, T7 could prompt 'There is a job invoice currently selected, do you want to base the Credit Note on this? Yes, No, Cancel.
4 votes -
Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice
I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.
3 votesThe "Booked In - by Due Date +" list from the Jobs list will allow you to click the Practice header to sort by practice.
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Would like to see the audit trail report in T7
We used the Audit trail report on T6 regularly. We can seem to get something similar by using the System History and selecting Transactions, but this shows everything and takes a long time to display.
3 voteswill appear in next version release. reports\accounting\audit trail
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refresh search results automatically when changing the search type
In search windows like Customer - History, the window opens then i choose 'All Completed Jobs' from the drop down selector. Nothing happens until i remember to click the Search button. Another example is 'Account History'. I think it would be great if the list refreshed automatically.
3 votesA ‘Press Enter to search’ message becomes evident if criteria is changed and the list is waiting to be refreshed. This is similar to Google’s search methodology if the criteria chosen may result in a long result list.
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3 votes
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Can we have the job reference number displayed on all invoices, statements and summary invoices
...As we use our reference number rather than the job number or invoice number.
3 votes -
Option to specify customer tag for the Sales Report by Product
I need to find out a breakdown of sales for the IDH tagged customers. I notice there is a sales report that gives sales by product which would give me exactly what I want. However I can't seem to select by tag, any ideas?
3 votes -
More line details in the unpaid invoices statement report
The Customer/Statement(unpaid invoices) report is showing one row per invoice but we'd like to see the job details eg. productcode qty too like in the old T6 report
3 votesfrom v7.03c
reports\statement detailed (unpaid invoices) -
Can we have a total at the end of the booked in jobs with net value report?
It shows the amounts of each product, but not the total amount. We have to manually add them up.
3 votesThe following report has been modified to include the total amount in the final summary:
Booked in jobs by due date-detail with net value -
Can the payment ref that I entered show on the customer history?
It shows on the payments list, but would be useful on the customer's history too
3 votes -
Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
3 votes
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