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  1. 1 vote
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  2. 1 vote
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  3. 1 vote
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  4. 1 vote
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  5. Report of Practice Summary Invoices in Period

    I would like a report similar to the current Invoices In Period (reports/accounting) but instead of it listing individual Job Level invoices, it would list one row per Practice Summary Invoice. Naturally it would need to ask for a date range and it would have report totals.

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    planned  ·  0 comments  ·  Admin →
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  6. Would it be possible to print the Aged Debt List in Grouped by Surgery format, this would be most helpfull

    Grouping dentist in surgery for the Aged Debt list would make things much easier

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  7. 1 vote
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  8. 1 vote
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  9. 1 vote
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  10. Multiple Tagging

    Can we have the option somewhere to add tags to surgeons in one place rather than go into each individually.

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  11. Optionally include customers with zero sales on the Sales by Customer report

    So we can see who hasn't been doing business with us

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  12. 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
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  13. Surgeon Summary Invoice Detailed - option to hide individual item prices

    As per the summary invoice with Include Line Items was in Transactor 6... ie. it didn't show individual item prices

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  14. We need to search for customers by type

    For example, we created a Prospect customer type. The customer doesn't show in an "All customer accounts" search.

    In fact, we want to segregate prospects from surgeons, so even if prospects did appear in this list it is still not ideal to locate prospects amongst the surgeons in the list.

    When searching, can we choose to search within a specific customer type?

    1 vote
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    Both issues will be addressed in v7.09.
    Meantime if you in support, and have v7.x your current system can be adjusted for this. Ask our support team to make a script change for you.
    1. Enable hidden customer search script “Customer by Type”
    2. Adjust ‘All Customers’ search to include all types.

  15. 1 vote
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  16. 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 vote
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    We 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

  17. Practice Summary Statement - need a monthly version

    For example, if we are entering the date range of 1st of the month to last of the month the current statement is showing total of invoices plus outstanding balance.

    Would like a version of the practice summary statement that only shows totals for the date range I specified.

    1 vote
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  18. Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details

    It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)

    1 vote
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  19. Allow setting a maximum job value limit

    So, say a customer has a maximum job value limit of £130, if when adding items to the job, it takes the total value over £130 - the price stays capped at £130.

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  20. 1 vote
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