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Feedback and suggestions

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  1. 1 vote
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    completed  ·  1 comment  ·  Admin →
  2. Changing prices by a percentage - make it clearer that this will immediately make the change

    Sending to "Preview Window" indicates the change will be previewed and not immediately applied.

    Either make this clearer, or preferably allow the user to see a printable preview of the changes before confirming they should be applied.

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  3. 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 →
  4. 1 vote
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    completed  ·  3 comments  ·  Admin →
  5. 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 →
  6. 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 →
  7. 1 vote
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    completed  ·  1 comment  ·  Admin →
  8. 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 →
  9. Is there way of of finding sales by product in a certain practice.

    Is there way of of finding sales by product in a certain practice.

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    1 comment  ·  Admin →
  10. 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 →
  11. 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 →
  12. 1 vote
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    completed  ·  1 comment  ·  Admin →
  13. 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 →
  14. Need to exclude tagged customers on the Batch Report Manager

    For some customers we need to bill the practice, and these practices are tagged BILLTOPRACTICE.

    Since we don't want to produce surgeon invoices/statements for the surgeons in those practices, we'd need to be able to select all surgeons without the BILLTOPRACTICE tag. If necessary we can tag the individual surgeons as BILLTOPRACTICE.

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  15. 1 vote
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    1 comment  ·  Admin →
  16. 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 →
  17. 1 vote
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  18. 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 →
  19. telephone number

    put your number back on your website

    hi nick , hope you are well , ha ha

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  20. 1 vote
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    completed  ·  0 comments  ·  Admin →
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