Feedback and suggestions
154 results found
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The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity
The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity, it's currently just counting the number of rows on the job
1 votethank you for your feedback. Changes have been implemented in v7.05 pending release.
Item count on SubTotals area of form is now labelled “Rows” to avoid confusion.
Also the Product menu entries – item changed to row. ie. Edit rowFor people wishing the item quantities in process, see the new report \reports\jobs\Booked In Items summary
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mark items as do not print on invoice eg models
would like to mark some items such as Models which have a zero value, so they don't get printing on invoices, but still appear in the technician's Completed items reports.
1 vote -
Current month on unpaid invoices is confusing
If I present an unpaid invoices statement to a customer that I produced in the first few days of a month, but for invoices up to the end of the previous month, the "current month" figure at the bottom is showing the invoices from the month I created the invoice in.
This is confusing for all as when I specify a date of end of last month, I am not interested in seeing the current month!
1 votefrom v7.06
Aged 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) -
Early Settlement Discount
Can we have the Early Settlement Discount option that used to appear when creating statements back. It is quite a lengthy process to set up surgeons to get no discount.
1 voteThanks for your feedback. Early Payment discount is in Customer Types (control Centre – advanced). This initiates the Early Payment message on statements as on T6. This mechanism has been much improved in v706 as each Surgeon has an Early Paymnt discount, and Days in v706 giving total control. 706 will be released in a few days.
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Would like to see price band on invoice
T6 showed the price band for the job at the top of the invoice
1 vote -
concise 'practice list with surgeons'
Sometimes you need at a glace to know which dentists are at which surgery. The report 'practice list with surgeons' in the format it currently is, is not very user friendly, as its one page for each practice, which is not really necessary. I sit possible to make this report be more like a list, where you'll end up with practice name followed by the list of dentists there, but so you can get something like 8 or so practices to a page. More of a running report a bit like the 'adress labels' report?
1 vote -
How can you view what you have invoiced recently, in invoice order?
On T6, invoices would be visible on the screen in cronalogical order. (As we are now having to enter our own JOB Number, instead of the system generated one which was not viable for us to use), I cannot seem to view invoices in the date order they are raised in. They seem to be stored in Job Number order. But the document is in fact an Invoice, the Invoice Number produced should be the Primary Number for that document, and therfore the date order would be cronalogical too. The SYSTEM HISTORY option, lists techincal info, but does not give…
1 vote -
Can Mr/Mrs print on All reports as on T6.
Most dentists will not put mr/mrs or not put a first name. Often you don't get all 3 fields completed by the customer. I have a a job for a 'Mr Terry'. However as the statement does not show the Mr/Mrs field, it shows just as 'Terry'. I think I might get a phone call saying Terry who?! when its in fact the sir name.
1 vote -
Would like pound £ sign on the Early Payment discount message
On statement monthly/by date range, if a customer's record has the early payment disc% and days set, then these reports print a msg. If we receive payment of nnn.nn by dd/mm/yyyy you will be credited with nnn.nn on your next statement. Could we have the currency symbol eg £ 999.99
1 vote -
Would like to be able to view payment details from the history window
Can view payment details in the Payments list by right click and selecting View on a payment. Can't do this in the customer history list.
1 votePlease use right click > Allocations.
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Want to list active jobs by practice
Not just booked out completed jobs, so practice summary invoice not suitable
1 votePlease use Jobs list > Booked in - by Due Date +
Click the practice column header to sort by practice.
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would like report: booked in jobs by due date detailed
similar to booked in jobs by due date report but with line details like v6 had.
1 voteThis was released with v7.07.
From v7.08 there is are also more variations -
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 -
1 vote
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1 vote
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Very impressed with this it has been a god send to the lab and also with the accounts.
Something we do want to see in our lab is how much we make on NHS prosphetics and private prosphetics also nhs crown and bridge work and private crown and bridge work. at the moment we can see price brand or nominal account but it would be amazing if you could mix the two together and my accountants would love me.
But I think everything else is spot on and I see you are working on excel downloads which would also make the accountants very happy because they can user it with their system.1 vote -
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 voteIn the BRM, the second column (next to the tick boxes) in the list of dentists shows which email addresses have been added to the dentist's profile.
For example:
@@@
Indicates the dentist has a contact email, email list, and statement email list.
-@-
This would indicate the dentist only has a email list.
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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 -
Can we have the shade and mould boxes capitalaized .
Can we have the Shade and Mould boxes capitalized .
If these boxes were capitalized it would make the invoices etc look so much better. It did it on T6.1 vote -
1 vote
You could use the sales by miscellaneous custom field list, in the Sales data lists.
This will group customers by whatever text is in the Miscellaneous field on your customers.
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