Feedback and suggestions

  1. Make it easier to get a scanned image into Lab Manager

    It's complicated to get a scan using our scanner software, then add a product to a job and browse to where the image is.

    Ideally add a button in Lab Manager to get a scan from the scanner and add to the job

    7 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print out labels for variable specific accounts

    After running off summary invoices, statements etc from the Batch Report Manager, would like to produce address labels for only those accounts we have produced those reports for.

    Currently you can either have a full page of labels for specific accounts, or a single label for one account, or single labels for all accounts.

    5 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. We need to be able to specify the technicians who worked on a job AFTER the job is booked out

    If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.

    This is very important.

    4 votes
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  4. We want to be able to batch book-out complete jobs and print their invoices

    eg. Batch book out all jobs due today and print their individual job invoices

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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  7. Can we have the Amount Due showing on the statement payment slip too?

    This would make it easier for me to see if they have paid the full amount owing

    3 votes
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  8. Adding tags

    Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.

    Having to go in individually is so time consuming, then you get disturbed and forget where you are.

    please please please !

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Can we have an invoice number based on the job number?

    Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...

    For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Subcontracted return date reminder

    I subcontract Ch/Co work.Is there any way Transactor could "flag" up the date when a particular subcontracted job is due for return.This would act as a reminder on that day.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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

  12. When adding very hi-res images to a job they are too large..

    .. to view properly, even when zooming out to the minimum of 25%. We receive very hi-res images regularly so we need to be able to view these quality images without having to scroll around them.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Don't clear the "For" box when changing the search method

    Suppose I am accidentally searching for Sales Items by Code. If I type something in the "For" box then click Search, then realise I want to change to searching by Description - the "For" box is cleared and I have to type my search terms again.

    2 votes
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  14. Overwriting a price, means 'price band' field is lost.

    Sometimes you need to adjust the price of an item when you are invoicing, you don't necessarily want to load a new code or apply a discount. When you you manually alter a price, or enter an Alloy price (which is left blank as it differs everytime single time) the Price Band i.e. NHS/Private is lost. This means not only are invoices/patient statements missing information, but the reporting is effected. The 'Sales by product grouped by Price Band' Report becomes an inaccurate and therfore unusable report.

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    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,…

  15. Print or email OVERDUE PLEASE REMIT invoice

    would like to be able to produce this.

    2 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include technician barcode scanning in Transactor 8

    We understand Transactor 8 will include more barcode scanning and printing features. We'd like to scan a technician's barcode so they can see the jobs they're working on

    1 vote
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  17. Make "Is Discountable" settable by price band on a product

    Currently setting "Is Discountable" means the product is either discountable or not. Allowing us to state this product is discountable when using, say the Private price band, but not the NHS price band, is more useful for us.

    Currently we need to ensure we tick or untick the "Allow Discount" box when adding a product to a job to achieve this effect, which is extra clicking and prone to error.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Email Messages

    Would it be possible to set up a messaging system on the Transactor so if you needed to send some or all of your customers a message it can be done using the Email details set up on Transactor.

    1 vote
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  19. limit assigned lineitem technician to the user logged in

    As far you know, when a technician ends his stage at work , he put his name on the list of technicians next to the action which he did.

    The problem is that our technicians make mistakes very often and [instead of] putting their names, they choose name of another one and when we want to settle, we have full job to find out who and why.

    Question is if its possible to have in the list only one name of concrete person after logging in ?

    For example technician john, he has his own account on Transactor, in Id…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Summary Invoice Jobs easier to view

    Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance

    1 vote
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