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  1. 4 votes
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    Completed-v7.09  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    Completed-v7.09  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search by postcode

    Search by postcode like T5 can do

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  4. company no to appear on invoice and statements

    I've entered our company number in the Setup Wizard but it's not on the printouts.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Available From next update release. If the Company No is given in the Setup Wizard, it will appear along with the company name & address etc. Exception being if you have replaced that section with your own logo-combined image.

  5. Is it possible to add the month to the aged statement?

    I want the breakdown of aged debts but with the month stated at the top of the statement

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    From next update release. The report criteria will now intelligently interpret the given report tax date. If it’s the last day of that month, then the report will state the Month and Year rather than ’As at Date: ’.

  6. add automatic lineitem to new orders but just for certain customers

    i know we can add automatic lineitems to new jobs by using Transactor's control centre (new jobs page) but i want to add an automatic product just for a certain customer

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    From v7.09 you can have New Jobs start with different Template Items already on the MainForm, and for those to be different for different customers.

    Control center – New Jobs – click Edit This Page – add new item – Choose Item to add to New Orders – Choose ’Include This Product if: Customer has Tag(tag no). You can look up the Customer Tag no from Control Centre – Advanced – Tags – Customer.

    Recommended:
    In the Control Centre – New Jobs page, also tick Customer Must be Selected before Action New. This will force selection of a Customer onto the Main Form prior to Action New Job.

  7. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    Completed-v7.09  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Need a statement detailed

    This is a statement I can run by giving the start and end dates. It will show all invoices and payments for the period, but showing job item details like the statement detailed (unpaid invoices) does

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Completed for the upcoming 7.09 release. Check for Updates, or Help Desk news around end of Feb 2014.

    Reports\Customers\Statement of Work – Detailed

    Due to the nature of this report, it does not show payment transactions.

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