Product Features

Supports MDD/DAMAS Patient Statement changes for 2020 GDPR compliancy features
 “Client user” logon to Transactor Desktop for local network dentist, practice or third-party access
Extensive control over user permissions Unattended backup schedulingQuickly import and process CSV remittance files from MyDentist, BUPA, and many other sources (via the Commercial module)
Fast job handling, i.e. Book in, Book out ongoing, Book out completed, Hold, Edit, Delete and CopyManage your dentists, practices, technicians, products, prices, jobs, invoicing and payment receiptsPersonalise reports with your company logo, labeling and custom message text
Job details may be simple or detailed, i.e. include assigned technicians on job itemsOutput reports include:- quotes, delivery notes, patient statements, job tickets, mouthguard declarations, price lists, invoices, credit notes, summary invoices, statements, job status notifications, address labels, job labels, debtors letters and moreReports may be printed, saved to file or emailed to customers
Reports may be automatically printed and/or emailed while you are working with jobs (in accordance with your set up preferences)Add payments to customer accounts. Payments may be allocated to specific invoices or auto allocated to the earliest unpaid invoicesControl Centre – for easy set up and management of Transactor Desktop settings and options
Speedy retrieval of jobs by barcode, job number or by searching for related customer, patient or job stateExport to MyDentist and other suppliers (via CSV files created by the Commercial module)Optional export to Sage, Kashflow, Clearbooks or Xero (via CSV files created by the Commercial module)
 Use your own customer ID numbers when creating a customer account, or auto-generate 

Latest Features in V8

Job items can be marked as Remakes, and set as either the prescriber’s or lab’s fault New sales reports/listings Backup reminder
“Sage 50” CSV export templates Managers can view a list of open Transactor applications, and remotely close them Compatible with the latest Windows Updates
New look+feel templates Sub locations are now defined and selectable from dropdown list Emailer can be set to sleep for a period
Increased size of notation quadrants Pre-booked jobs automatically displayed on the Main Form with reduced columns Customer account creation date is now displayed
GDPR compliancy – produce customer details and changes record, erase customer, configure how patient names appear internally and externally General notes can be copied to a new note Improved menu and page displays in the Control Centre
Bar code scanning – Job Ticket, Delivery Note, Patient statement and Invoice include a Bar Code next to the Job number. Jobs can be instantly brought up on Transactor Desktop by scanning the bar code Notes and file attachments – can be added to jobs at any time at lab or practice from anywhere Price bands – ‘Allow custom prices’ – You can change the price of a product item without the price band changing. If a price band is defined as not allowing custom prices, this makes the prices of that band fixed or read only
Due Date Calendar – lab closed days – can be assigned. A warning message pops up if you Book in a job with a closed due date specified. When adding a new job, turnaround days can be set to skip ‘closed days’ Export lists to CSV file – all selection lists in Transactor Desktop have the option to “Export this list to CSV file” New SendTo types – (i) Printer (Windows default) this works without the need to ‘Assign to printer’, (ii) Printer (report size) – the page size automatically matches the report being printed, (iii) Attachment – job related reports are added as job attachments
Easier selection of previously used customer – when viewing a job, if you press BackSpace on the Customer box, the job details clear from the form and the customer details remain ‘Customer details’ & ‘Sub Totals’ display – areas on the main Transactor Desktop screen can now include coloured text and backgrounds. eg. The Account Balance shows in RED when the account is in debt Emailing is faster, more streamlined
Customised ‘Letter’ reports – from/to Dentist(s) and Practices(s). Job snapshots – are automatically saved to file. The snapshots are PDF files with a filename of the job number, date and time, containing the main job details. These files are written to a designated ‘snapshots’ folder Job no’s prefix character
Job locations – set where the job is currently located, such as in lab, en route to practice, ready for collection by lab. Delivery Runs report – add jobs to a delivery driver’s route and produce documents for the delivery driver to check and sign off as they go Attach files to customers – attach files to a customer’s profile, such as Purchase Order agreements, special instructions, photos, 3D scans
More job attachment file types supported – an expanded choice of file types can be attached to jobs. More Printing Rules options – more complex printing rules can be created, and more documents can be created on book in or out Save a job after changes – after editing a job, the user can save the job with it’s original status. Previously booking a job back in would record a new booked in date
New report – Unfinished Jobs reminder letter – produce a reminder letter to a customer for jobs despatched to them that are not yet invoiced Expanded month-end emailing option – addition of a customer statement email address Product Code Mapper usability improvements

Further Improvements over Transactor 7

Simpler reports editor with improved guidanceDue Date – option when entering via keyboard, if day only is entered then this defaults to next month if the day is less than than the current dayEarly Payment Discount (EPD) used in Statement Reports can now exclude non-discountable items
Customer accounts can have any number of designated price bands and one set as ‘favourite’Multiple Job Notes can be added to each job. Notes are time stamped and user identifiableImproved speed of Selection list dialogs and Batch Report Manager (BRM)
Bundled items output on reports: Invoice A4, Invoice A5, Summary Invoice detailed, Summary Invoice detailed monthly, and Statement detailed unpaid – can now optionally summarise the bundle such that the child items are not printedWhen using the Preview Window to preview a report, if you click the Save to file option, the filename will be the name of the report and target criteriaImproved FILELINK, you can specify description text rather than the link file specification, and also the properties of the FILELINK item can be edited
Report Editor can now print barcodes of type BCT-128The Transactor Desktop main window size and position may optionally be saved so that the application always starts at the same screen position and window size as when it was last usedToggle items display using hotkey (Ctrl+D), this cycles through all the active grid display choices.