Feedback and suggestions

  1. bank holidays

    is it possible to mark any bank holidays or days when the lab is shut so that it is impossible to book work in to be dispatched on these days?

    18 votes
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    completed  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 15 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Would like to minimize the batch report manager

    ...so we can review jobs and customers through the main interface if there is any questionable report items

    12 votes
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 8 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Patient search for 'current selected Surgeon'

    When there is a Customer(surgeon) selected on the Main Form, i click the Patient Search Icon. i would like the Search combo to be pre-set to 'Patients for current selected Customer' instead of how it is now (just All Patients). Of course users should be able to change that to Patients (All), or clear the Main Form first to search thru all patients.

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 6 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Specify some products as not applicable to early payment discount

    Some items, such as Gold, we do not want an early payment discount to apply to. This is different to the customer discount, which you can control on a per product basis using the "Is discountable" checkbox on the product.

    6 votes
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Credit note based on current Invoice

    Would like to be able to raise a credit note based on the details of an Invoiced job on the screen. similar to the old 'Copy to new - credit note'.

    6 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. customer history lists need to scroll to show most recent items

    For example customer - history - Account History, if there are lots of transactions would like to see the most recent without needing to scroll down

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. On the Batch Report Manager, specify not to print those statements where the only activity is 1 payment covering their last invoice

    Not necessarily a biggie as you can determine the reports with 1 activity as they show with a number 1 in their preview icon on the BRM, but would be nice.

    5 votes
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Specify different email addresses depending on report type

    Further to being able to email to more than one email address, how about being able to email specific reports to separate addresses.

    For example, the statement to go to the practice's admin email address, and the patient statements to go to the surgeon direct.

    5 votes
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 5 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    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)

  18. 4 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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