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135 results found

  1. Add a Debtors detailed report which lists unpaid invoice details, rather than summarises them like the Aged Debtors

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    completed  ·  1 comment  ·  Admin →

  2. please can we have something that allows as to send a generic letter to all clients, either by post or email.

    I think it would be a good idea as we have all clients on one list if we could have something that we could send a generic letter out to them.

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    0 comments  ·  Admin →

  3. Can we have a practice account history view?

    We need a function something like : PRACTICE ACCOUNT HISTORY.
    For us is better to track a history of customer accout but not as a doctor but as a pratice, because we have hundreds sent mailes to their mailboxes. Better is filtring history by practice.

    After when we have a practice history, we would like to print it horizontally not vertically.
    We have also a suggestion.

    In Pratice history its good to add additional columne with name Doctor.
    The last columne should be NOTE.

    It would be great to make columne NOTE more wider.
    For example columne with number of…

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    1 comment  ·  Admin →

  4. I need a detailed statement for a payment which has been made and which invoices where allocated with this payment

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    completed  ·  1 comment  ·  Admin →

  5. Not clear what this means when booking out completed: Zero value item(s) on this job. Do you wish to continue?

    Had to call support for an explanation.

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    2 comments  ·  Admin →

  6. Booked in Jobs by Due Date - can we have a total value at the end as it was in Transactor 6

    I can run a Booked In Jobs by Due Date Detailed + Net but this gives loads of pages

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    completed  ·  1 comment  ·  Admin →

  7. When adding an item to a job and setting a custom price, "Allow Discount" becomes greyed and the surgeon discount is not applied

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    completed  ·  1 comment  ·  Admin →

  8. i want to set my own surgeon custid

    at the moment when adding a new surgeon the id is automatic but i group my IDs logically as i used to in Transactor 6

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    completed  ·  0 comments  ·  Admin →

  9. Need a report showing items booked in that day (or a specified day), with quantity and net value

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    completed  ·  3 comments  ·  Admin →

  10. save report as spreadsheet - sales by product and price band

    we'd like to get these sales figures into a spreadsheet.
    The report columns are as per the report.. Code,PriceBand,description, qty, Netsales
    If the report could also-subgroup by surgeon that would be a plus, at the moment we have to choose 'all surgeons' or specify just one.

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    completed  ·  1 comment  ·  Admin →

  11. More easily view images attached to jobs after completion

    As part of DAMAS accreditation we use Transactor to store images of signed tickets with each job in a step towards paperless office. for audits we'd like to be able to more easily view them up to 6 years after completed. Essential for Audits. Naturally we don't want to have to Action-VOID the Invoice.

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    completed  ·  0 comments  ·  Admin →

  12. On Sales by Customer report, allow specifying customer tag

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    completed  ·  1 comment  ·  Admin →

  13. Need to allow creation of non-financial users that can't view any financial information

    You can remove permissions and usergroups from a user to prevent access to accounting and sales reports, but also need to prevent some users from running statements, incl statement with aged debt etc, as well as customer history and balances

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    completed  ·  1 comment  ·  Admin →

  14. Would it be possible to get sales by product for one specific product

    Would it be possible to get sales by product for one specific product

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    completed  ·  2 comments  ·  Admin →

  15. Automatically include credit notes in IDH invoices

    Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?

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    completed  ·  1 comment  ·  Admin →

  16. We need to see a list of all credit notes in the last month

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    completed  ·  1 comment  ·  Admin →

  17. Would like a report similar to Booked In by start date, but showing job total value

    To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range

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    completed  ·  1 comment  ·  Admin →

  18. We need a report to show product sales by customer

    ie. The results in the Sales by Product report are good, but we want to see the list of products for each customer over the period

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    completed  ·  1 comment  ·  Admin →

  19. Would like to be able to add multiple photos to a job, not one image at a time.

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    completed  ·  0 comments  ·  Admin →

  20. Can we have a way of adding a document to a job.

    We get all instructions from one practice via email, we keep these in a document, updating it as more instructions come. It would be good to be able to attach this document to a job.

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    completed  ·  1 comment  ·  Admin →
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