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daryl tyler

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  1. When adding payments in January, for payments received in December, either make it clear what year is being used, or prompt the user

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    daryl tyler shared this idea  · 

  2. Log changes made by a user when editing a job

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    planned  ·  0 comments  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler shared this idea  · 

  3. On the statements - unpaid, show overdue invoices in red

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    1 comment  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler commented  · 

    In red would be useful

  4. Automatic patient search or popup when entering a job, or patient notes facility

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    2 comments  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler commented  · 

    This would be a very good idea

  5. Allow grouping by surgery on Payments, Audit Trail and Aged Debtors reports

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    3 comments  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler supported this idea  · 

  6. Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice

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    under review  ·  0 comments  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler supported this idea  · 

  7. We'd like to view Job History from the Jobs List

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    daryl tyler supported this idea  · 

  8. Can we have a notepad facility for non Transactor terminals

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    Gathering more Feedback  ·  1 comment  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler supported this idea  · 

  9. Overwriting a price, means 'price band' field is lost.

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    1 comment  ·  Feedback and suggestions  ·  Admin →
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    under review  ·  AdminSupport Team (Product Owner, Transactor Systems Ltd) responded

    It may be possible to support some kind of custom price ‘whilst retaining the band/grade name’ on the lineitem. Some labs may not want this feature (for the reasons below) therefor this item is left in Under Review status to gather votes and comments.

    There is a reason why the PriceBand on a lineitem row needs to become ‘blank’ (custom) if the item price is customized. The Customized price no longer matches the price list as that price, so there would be no consistency and no way to recoqnise that a pricing error has occurred. However, the jobs ‘Main price band’ given at the top of the Main Form, is a valid substitute in those cases.

    Our prevailing view is that if a price needs to be customized, it is not from the price list and therefor not a standard grade/price combination. To accommodate a new price for an item,…

    daryl tyler supported this idea  · 

  10. Booked In Jobs report, allow sorting by customer number

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    daryl tyler supported this idea  · 

  11. Subcontracted return date reminder

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    under review  ·  AdminSupport Team (Product Owner, Transactor Systems Ltd) responded

    Yes Transactor can flag up these jobs on a daily basis, but you need to invoke a report or jobs list.

    Each close/or start of Day, print a job schedule report (Reports\Jobs\Booked In)
    This information is also available at any time by clicking Jobs List and choosing Active Jobs – Booked In by Due Date.

    Don’t forget to set the Job Due Date when booking in.

    If you want to restrict the report to a Department eg. ‘subcontracted Ch/Co’, then on booking in, assign the job to that department. In the Booked In jobs report choose that Department only.

    To add amend departments, use your Control Panel. (Setup Wizard, Debts / Stages).

    We have noted the reference to a Pop up please also see this Idea / Suggestion
    http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/5813879-automatic-pop-up-reminders-when-a-job-is-due-for-r

    daryl tyler supported this idea  · 

  12. Print out labels for variable specific accounts

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    under review  ·  2 comments  ·  Feedback and suggestions  ·  Admin →
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    daryl tyler supported this idea  · 

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