Customer Feedback & Support for Transactor

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Knowledge Base

  1. Frequently Asked Questions ( FAQ ) →

    1. What is Transactor?
    2. How to buy Transactor
    3. How to enter opening balances
    4. Edit or delete an invoiced job
    5. What's new in the latest version and how to get it

  2. General Enquiries →

    1. Transactor - Archived News
    2. I've got an older version, can I install the V8 trial?
    3. Add another Transactor Desktop PC on a network
    4. Run Transactor on a tablet or touch screen PC
    5. How to get fast technical support

  3. Knowledgebase for v6 or older →

    1. T6: Add your own custom text to a report
    2. T6: Change which reports print automatically, and when
    3. T6: Copy or duplicate Transactor data to another PC
    4. T6: Creating and restoring from backups
    5. T6: Email PDF statements or invoices. How?

  4. System Requirements & Technical →

    1. System Requirements
    2. Importing data from T6 or T7 to V8
    3. Configuring the Transactor Desktop Emailer
    4. Advantage Database prerequisite for networks
    5. Cannot see mapped network drives when backing up, importing or restoring

  5. Known issues & Bug Fixes →

    1. Lab customers not found in a customer search
    2. BT email on Transactor 7.08

  6. Book Keeping →

    1. I'd like a report to tell me "how much I've done last month"
    2. Managing your debtors (customer balances)
    3. Do I need an accounts package?
    4. Working with Credit Notes
    5. Using the 'Include Later Payments' report parameter in aged reports

  7. Customer Accounts →

    1. Customer discounts
    2. How do I transfer a credit balance from an account to pay off the balance from one of the other dentists within that practice?
    3. How can I delete a payment previously entered?
    4. How do I credit a 3rd party 'principal account' with discount
    5. Record payment receipts from a Principal Account

  8. Data and backups →

    1. Backup on exit Transactor
    2. Synchronising your data with a Cloud Drive
    3. Un-attended backups
    4. Run a backup
    5. Restore from a backup

  9. Job Documents →

    1. Ability to search by a job's reference
    2. Change the customer's invoice address on a job
    3. How to change the next job number
    4. How do I book in a job with a custom job number

  10. Networking and Remote Working →

    1. Configure a Cloud Drive to backup and restore Transactor Desktop data
    2. Remote working / Working from home / Other office locations
    3. Advantage Database prerequisite for networks
    4. Error message 6420 coming up when I am trying to log in

  11. Preferences →

    1. Change the Initial Search method in Search
    2. Clear main form automatically after bookout
    3. Change fonts or colours used in Transactor Desktop

  12. Printing, reports and exporting →

    1. Printing Patient Statements
    2. Email myself first with copies in first run
    3. The use of monthly summary invoices - save on printing and time
    4. I want a different report
    5. Remove printed date and time from a report

  13. Products, Items and Line notes →

    1. Product codes and price bands
    2. Speed entry of lineitems using defaults
    3. Set a permanent price for a product

  14. All articles →

    1. Product codes and price bands
    2. Customer discounts
    3. System Requirements
    4. Printing Patient Statements
    5. Transactor - Archived News
    108 articles →

Feedback and Knowledge Base

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