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Version History: v6.17 22July2010
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- Maximum no of lineitems per job increased to 64
- Fixed: Print Server Is Busy message now occurs less often and clears itself as stated once Transactor is logged out and back in.
-
Added: By popular request, another report option allows printing of one
or more whole pages of address labels for one specified Practice or
Surgeon. The usual label printing options are unaffected.
-
Improvement: In Patient Statements, if a custom price has been used on
a Job line item, GRADE is taken from the Usual Price Band rather than
being left blank
- Other
minor adjustments: Various small improvements in labelling and
presentation.
- New Setting Option. AutoDate Yes/No, which if set to no will cause the "Invoice Date" edit field in the Action - Confirm Bookout Charge dialog to be blank instead of the current date. See Note 3
The following two changes will be particularly useful for labs that charge/invoice for each job stage basing new jobs on the previous job having that reference/case no.
- Action 'Copy To New' now remembers the last used setting for deciding whether or not to ''Copy Line Items' (ie Priced items). See Note 1
- New Setting Option, AutoReference Yes/No, which if set to Yes causes the Reference box on the document form to be automatically populated with the DocNo value after Action - New Job.
Note: if Reference is already populated, it will not be overwritten. See Note 1 and 2
NOTE 1These two changes will be particularly useful for labs that charge/invoice for each job stage basing new jobs on the previous job having that reference/case no. These changes should make it much easier to handle a 'case' (ie. a set of jobs) where each job is charged separately and has a common Reference 'Case number' which would be the Job No of the first job 'New Job'.If Auto Reference setting is Yes, this causes the Reference box on the document form to be automatically populated with the DocNo value after Action - New Job.
NB: if Reference is already populated, it will not be overwritten.
To start a new case, when booking the job in for the first time use Action - New Job.
This populates the Reference with the Doc No.
When the first stage of the job is completed, it should be Action - Booked Out charged.
If the Job comes back into the lab, you can either enter the Doc No or lookup by Tools - Reference Search.
When the Job is displayed on the Transactor screen...
Action - Copy To New
This will, start a new job, by carrying over all non-financial job details to a new job, the Reference (Case no) will stay the same.
You can then add job items and Bookout charge when the next stage is completed.
and so on....NOTE 2How to Set Auto Reference. (Computer skills required ).Auto Reference Yes/No is a new setting stored in the TrnLab61.ini file. The following entry, inside the [company alias] or [Live] section...AutoRef=1Manually setting this entry to 0 (eg. AutoRef=0), or removing the entry, switches off this feature.NOTE 3
A new setting stored in the TrnLab61.ini file. The following entry, inside the [company alias] or [Live] section...
AutoDate=0
This will cause the "Invoice Date" edit field in the Action - Confirm Bookout Charge dialog to be blank instead of the current date.
Manually setting this entry to 1 (eg. AutoDate=1), or removing the entry, switches off this feature.Version History: v6.16 15Mar2010
-----------------------------------------------------------------------------------------------------Medical Devices Directive 2007/47/EC becomes UK law on 21st March 2010. Transactor v6.16 includes the new 'Patient Statement' which conforms with the MHRA guidance. The update is free of charge for premium supported customers.This Transactor update means Dental Labs can easily comply with the new directive with minimum fuss and administration overhead.Download the free user guide for more information http://www.transactor.co.uk/data/UsingPatientStatements.pdf How to get this update: If you are a premium supported customer you should automatically receive a letter on how to download the update.Customers who are not signed up for Premium Support can obtain the update by purchasing 12 months' premium support from Products page of this website.
Terms:
- MHRA: Medicines and Healthcare products Regulatory Agency
- MD Directive: Medical Devices Directive. The Medical Devices Directive covers the regulatory requirements of the European Union for Medical Devices.
Also See: http://www.mhra.gov.uk/Howweregulate/Devices/MedicalDevicesDirective/Dentallaboratories/index.htm
Version History: v6.15 05Aug2009
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- 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.
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