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Feedback and suggestions

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  1. Month clearly stated on statements/summary invoices

    previously the month of the report was clear on the printout, there is now just a to & from date on the right hand. Can we have it so the month of the report is very clear

    5 votes
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  2. 4 votes
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  3. debtors figures report as at a previous date

    My accountant wants the debtors figure as at 31.12.12 but when i go into debtors it doesnt give me the option to specify a date, it did used to in T6 and can we have this facility.

    4 votes
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    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)

  4. Need a payments report

    when we have applied a long list of payments we used to be able to check the total using general and payments, this is necessary to check for errors but I can’t see anywhere we can check the total anymore

    4 votes
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  5. directly paste or scan in images onto jobs

    We scan images in and can now attach these to jobs in T7 but it needs us to add an 'IMAGE' code to the lineitem, then 'Get Image' and select from a file.

    4 votes
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  6. would like to allocate payments manually sometimes

    In the Add Payment window, the 'Fully automatic allocations' works fine but i would like to allocate payments manually sometimes

    4 votes
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  7. New Credit Note could offer to base it on current Invoice

    After bringing up a job invoice on the main form, i would like an easy way to make a credit note out based on it. eg. one way would be after clicking Action - New Credit Note, T7 could prompt 'There is a job invoice currently selected, do you want to base the Credit Note on this? Yes, No, Cancel.

    4 votes
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  8. More line details in the unpaid invoices statement report

    The Customer/Statement(unpaid invoices) report is showing one row per invoice but we'd like to see the job details eg. productcode qty too like in the old T6 report

    3 votes
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  9. Option to specify customer tag for the Sales Report by Product

    I need to find out a breakdown of sales for the IDH tagged customers. I notice there is a sales report that gives sales by product which would give me exactly what I want. However I can't seem to select by tag, any ideas?

    3 votes
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  10. Practice summary statement in months

    Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.

    3 votes
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  11. Can the payment ref that I entered show on the customer history?

    It shows on the payments list, but would be useful on the customer's history too

    3 votes
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  12. Can we have the job reference number displayed on all invoices, statements and summary invoices

    ...As we use our reference number rather than the job number or invoice number.

    3 votes
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  13. Can we have a total at the end of the booked in jobs with net value report?

    It shows the amounts of each product, but not the total amount. We have to manually add them up.

    3 votes
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  14. 3 votes
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  15. Would like to see the audit trail report in T7

    We used the Audit trail report on T6 regularly. We can seem to get something similar by using the System History and selecting Transactions, but this shows everything and takes a long time to display.

    3 votes
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  16. refresh search results automatically when changing the search type

    In search windows like Customer - History, the window opens then i choose 'All Completed Jobs' from the drop down selector. Nothing happens until i remember to click the Search button. Another example is 'Account History'. I think it would be great if the list refreshed automatically.

    3 votes
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  17. Would like to report on value of all items for jobs booked in within a specified period

    Regardless of the current status of the job. (Booked in or out)

    2 votes
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  18. Would like a report to show products invoiced to all surgeons in a specified practice, for a specified period

    ie. A summary of all the items that are listed on the practice summary invoice detailed.

    2 votes
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  19. Allow sorting of patient search results

    When doing a patient search the results appear in date order with columns patient/ job/ customer etc, it would be good if you could click the customer or surgeon and it sorted it in patient name or surgeon order, then you could find patients with the name you are searching for with a particular surgeon, this would be good if it could be used when searching a customers history, if after selecting the customer and getting their history you could click the patient column and sort the information out in patient order, you wouldn't have to search throughout the years…

    2 votes
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  20. 2 votes
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