Feedback and suggestions
104 results found
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2 votes
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We'd like to view Job History from the Jobs List
This was possible on Transactor 6 by right-clicking a job in the list and selecting History from the popup menu. Now you need to bring a job onto the main form before you can view the job history.
2 votes -
Don't clear the "For" box when changing the search method
Suppose I am accidentally searching for Sales Items by Code. If I type something in the "For" box then click Search, then realise I want to change to searching by Description - the "For" box is cleared and I have to type my search terms again.
2 votes -
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 -
Subject of outgoing email to represent the attached document
For example, the subject will change depending on whether an invoice, statement or delivery note is attached
2 votes -
comprehensive statement
Still, the amount of incorrect payments we receive is astounding and increasing. I'm sure we're not the only ones.
The SUMMARY INVOICE contains all the necessary job info the client requires, but doesn't show a rolling total. The STATEMENT, while showing what is 'actually' due (accounting for any under or over payments), only provides basic job info. If these two reports could be amalgamated it would be truly comprehensive and time saving.
Thanks
Wendy1 vote -
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 -
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 -
Summary Invoice Jobs easier to view
Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance
1 vote -
1 vote
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1 vote
under review for a future update
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We would like to run some non-Batch Report Manager reports for customers with a particular tag
Currently we'd like to run the Sales by Customer Grouped by Price Band for all customers we've tagged as NHS. The current settings only allow to choose "All customers" or a specific customer. We'd like to be able to select "Customers by tag" and select a tag.
1 vote -
1 vote
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1 vote
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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 -
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 -
Multiple Tagging
Can we have the option somewhere to add tags to surgeons in one place rather than go into each individually.
1 vote -
1 vote
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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.
1 vote -
1 vote
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