Transactor Lab Manager is a software application for administering a Dental Laboratory. It tracks jobs, produces Invoices and Statements and has a built in Sales Ledger to receive payments and control your debtors.
The system records:
| • | Work coming in and going out of the Laboratory |
| • | Job details and images |
| • | Products and price lists |
| • | Customer records, usually surgeons but may be direct walk-in patients |
| • | Delivery addresses, usually Dental Practices or another Laboratory |
| • | Technicians and admin users |
| • | Payments received |
The system can preview, print, save or email:
| • | Job Tickets |
| • | Despatch Notes, priced or unpriced |
| • | Individual or monthly Summary Invoices, quotes and credit notes |
| • | The above can be customised with your own logos and can be printed on plain paper or letter headed. |
| • | Reports including Sales Analysis, Aged Debtors, Technician/Department Output, and financial summaries. |
Transactor Lab Manager Reports Menu and Job Listings
Reports Menu
Accounting
Aged Debtors - narrow
Aged Debtors - wide
Aged Debtors by Practice
Audit trail
Invoices in Period
List booked out uncharged
Managers Financial Report
Nominal Account Summary
Payments
Reconciliation Report
Summary Totals Report
Trial Balance
Customers
Address Labels
Address Labels (Repeats)
Customer list - Telephone and Email
Statement
Statement (monthly)
Statement (with aged debt)
Statement (unpaid invoices)
Statement detailed (unpaid invoices)
Statement of work - detailed
Statement - Departmentalised
Summary Invoice
Summary Invoice (monthly)
Summary Invoice detailed
Summary Invoice detailed (monthly)
Debtors Letter 1 - Outstanding Account
Debtors Letter 2 - Second Reminder
Debtors Letter 3 - Final Notice
Jobs
All by start date range
All on Hold
Booked In
Booked In + box
Booked in detailed
Booked in detailed + box
Booked in detailed + net
Booked in with work stage
Booked in by start date
Booked in by start date range
Work schedule by due date and tech-team
Booked In Items by Due Date
Booked in Items Summary
Booked out ongoing
Booked out completed/invoiced
Completed jobs for customers with tag
Delivery Notes in Print Queue (detailed)
Delivery Notes in Print Queue (simple)
Delivery Notes by Due Date
Practices
Practice list with surgeons
Practice Summary Invoice
Practice Summary Invoice Detailed
Practice Summary Statement
Products
Price List
Products List
Sales
By customer
By customer sales-to-date
By customer and nominal account
By department
By practice
By product
By product and price band
By product grouped by nominal account
By product grouped by price band
Technicians
Output report
Output report detailed
Team Output Report
Team Statement
Work schedule by due date tech-team
Work charged by Invoice Tax Date
Special Reports
Electronic Invoice - IDH Group (CSV)
IDH Summary Invoice (PDF)
IDH Summary Invoice UNPAID (PDF)
IDH Summary Invoice (monthly)
IDH Summary Invoice Brief (monthly)
Practice Summary Invoice - Oasis
Job Labels (Twinned)
Transactor Lab Manager Job List selector window
Choose Search type. Result list can be previewed or printed.
Active Jobs - All
Active Jobs - booked in - by dept
Active Jobs - booked in - by due date
Active Jobs - booked in - by due date and box
Active Jobs - booked in - by start date
Active Jobs - booked in items by due date
Active Jobs - booked out ongoing
Active Jobs - on hold
Completed jobs - all
Completed jobs - by date range & practice
Completed jobs - last 3 months
Jobs - all
Jobs - last 3 months
Jobs - booked out on date
Jobs by due date
Jobs by patient name or reference
Jobs by reference
Jobs by start date range
Jobs by start date range (practice)
Work Schedule