New
Customisable Label Printing reports
New
Report Menu. Categorized for easier selection
New
report. New type of Statement which lists unpaid Invoices only
(similar to Sage).
Reports
Improved: Summary Invoice and Practice Summary Reports sorted in
name order. Easier to collate different report runs. These reports
now support selection by Surgeon Profile. Profile groups are
assigned in the Surgeon Record.
Improved
Reporting: You get a message saying a report is empty instead of a
blank page.
Revised
and extended Help and printable User Guide
Screen
speed buttons: Improved layout
Set
up Wizard - Surgeon Type Page. Clearer guidance for Settlement
Discount Setup
Additional
Payment Method - Late Settlement Charge
Quotes.
The On-Hold/Quote Action now makes it easier to produce Quotes for
Jobs or just put a job on Hold
Usability
improvement: When Credit Notes are added, automatic prompt for
credit to be allocated to unpaid invoices. Reduces occurrence of
unallocated credits.
Usability
improvement: Surgeon account's 'Live Balance' renamed 'Current
Balance' and no longer includes non-finished jobs (i.e. 'Open'
documents). The current balance more meaningfully shows the account
state at time of most recent 'invoiced' or finalised document. In
addition the value of 'open' jobs (i.e. Unfinished jobs) are
totalled separately. (standardised book-keeping)
Usability
improvement: Toolbar button for Add Payment (also available under
the Surgeon Menu). Exit toolbar button removed - minimizing clutter.
Use File-Exit or Window [X].
Usability
improvement: The term 'Posting' has been changed to 'Locking'. This
describes more clearly what is happening with the records.
Bug
fix: Payment allocations - allocation left hanging if a Finalised
invoice was un-finalised and modified.
Bug
fix: Surgeon accounts which are not assigned to any Practice are now
visible in the Setup Wizard's 'No Practice' list
Maintenance
Improvement: More helpful handling of Database error on startup
"KeyOutDate": This error may have happened after a power
interruption or incorrect shutdown of a pc. A message box guides the
user to the Maintenance Utility to Re-build Indexes to quickly get
up and running.
Transactor
Maintenance checks On startup: *.net & *.lck files are deleted -
this may help in some cases where a "Multi-net file" error
might occur after a power interruption or incorrect shutdown of a
pc. Clear Print Server utility will automatically clear printer
problems after a new printer is installed or a print job fails.
New
Clear Printer Assignments button: In Tools-Printing Setup-Output
Channels.. new button "Clear Printer assignments...". Use
as directed by Transactor Support team.
Networked
Multi-user systems only: Master/Backup PC checkbox in Setup
Wizard/Data backups page simplified. The master pc/server will by
default be assigned as the "master/Backup PC" in the Setup
Wizard. However, all other workstations should have this setting
un-ticked.
Other
minor adjustments: Various small improvements in labelling and
presentation.
