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Feedback and suggestions

165 results found

  1. Please add a payment reminder facility

    Please add a payment reminder that will come up from the system if the clients are behind payment

    This will save us a lot of time, we are starting to send the clients payments reminder every 14 days after its over due.

    2 votes
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  2. Is there an easier way to change an e-mail title when sending 'batch reports'.

    I've just sent a letter to all clients regarding infection control, but the e-mail title was regarding month end statements! This is because it was rather involved to create a letter and batch report it out and also when doing this it prompts you to chose a 'title' for the letter, so you kind of assume that's the e-mail title. I was so involved with what I was doing, that I omitted to go down the very convoluted route of going into control centre and tasks etc etc to change the e-mail title there.
    Because it's suck in out of…

    2 votes
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  3. 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 votes
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    Yes 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

  4. Group surgeons by practice on sales by customer

    Sales by practice report is spread across pages. I like the sales by customer report as it's a long list.

    2 votes
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  5. 1 vote
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  6. 1 vote
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  7. 1 vote
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  8. Technicians numbers

    When you complete a stage and put the technicians number or name against the the stage can their number also appear on the invoice?

    1 vote
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  9. e-mailing an invoice

    Whenyou e-mail a report as an attachment, it comes up with a box to show e-mail address, where you can add multiple addresses if need be and also any text you might want to add. It would be really good to have this option when e-mailing an invoice. I need to chase payment of a certain invoice. I want to e-mail them the invoice, but need to add text to say this or they will wonder what this random e-mailed invoice is.

    1 vote
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  10. 1 vote
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  11. Warning when selecting a Due Date that's before the current date

    I have been caught out a couple of times when selecting a Due Date, such as when at the end of the month and I'd like the Due Date to be at the beginning of following month - without thinking it's easy to select a day in the current month.

    1 vote
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  12. 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
    Wendy

    1 vote
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  13. On the statements - unpaid, show overdue invoices in red

    For invoices which have been outstanding longer than the payment terms, either colour in red or add an "overdue" stamp next to them.

    Currently for the statements that we print, we are putting overdue stickers on them. However, we can't do this for statements that we email!

    1 vote
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  14. Batch Report Manager - customer has no email address popup is too fast!

    Attempting to send a large batch of email reports to email list and find a good proportion don't have their email list box filled in. The popup telling me this appears for each customer, which doesn't give me time to react to a previous popup.

    Can we have a summary somewhere that we can check at the end of the run?

    1 vote
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  15. When a discount is applied to an individuals ?

    account is there any way that the discount and amount EG: 5% can be shown on the Invoice?

    1 vote
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  16. An "on-shelf" category on the Booked In Items Summary for On Hold jobs

    Would like to see the number of items on jobs in the on hold state on the booked in items summary, under their own category of "On-Shelf" regardless of the true nominal category of the item.

    1 vote
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  17. 1 vote
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  18. 1 vote
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  19. 1 vote
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  20. Seperate the Notes and Financial products in the selection list

    I have a lot of default notes I use, would like these in a separate list to the financial products when selecting an item to add to a job

    1 vote
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