April Release DQB 1.42
Here is a summary of the updates to DentaLab for QuickBooks that are included with DQB 1.42. Unless otherwise noted, these will be in both the starter and standard versions. Case Item Custom Field to DQB Invoice In Options/Invoice Settings, the user can specify up to two of the custom item fields to be available for the Other1 and Other2 fields in the QB template. If you are printing your invoices in DQB, these settings will also guide the printing of one or both of these custom fields on the standard DQB invoice template.
Flow Chart for Setups and Scheduling
A new flow chart comprised of buttons, arrows and guides has been designed to guide the major steps for the setups in your basic lists and for scheduling. Included are
- QuickBooks Lists
- DQB Lists
- DQB Customer Center
- Scheduling Workflow
Flow Chart for Daily Case Management A new flow chart comprised of buttons, arrows and guides has been designed to guide the major steps in daily case management. There are five frames: - QuickBooks
- New Cases
- Case Completions
- Existing Cases
- Daily Case Reports
You can also CTRL/Click at each step to directly access the related topic in the Help user manual. We particularly recommend use of these flow charts for new/novice users and those who want to gain a better understanding of the workflow. Case List to Excel
Our case list has been very versatile with a wide variety of criteria to let you choose which cases will be listed, the ability to click column headers to sort the list, and the ability to customize which columns will be shown. Now you can right-click from your selected list to export it to Excel, where you can further customize it or use it in any way you wish.
Options/Settings Screens Because the number of options has increased, we have also increased the size of the screens in the Options/Settings menu. We have also added and changed text to explain the functionality of each option.
Customer Assignments from the Price Level Screen
In each of the Basic Lists/Price Levels screens, you will now be able to add and remove customer assignments to each price level, as well as view which have already been assigned. When you choose a specific price level, to the right of the screen will be two new frames, the top one to show which customers have been assigned to the price level, the bottom one to show which customers have not been assigned to a price level. You can select a customer from the bottom frame and then use the Add button to transfer it to the top list of assigned customers. You can select a customer from the top assigned list and then use the Remove button to transfer it to the bottom list of customers without a price list assignment. Button to Load MSSI Connector We have added a button to load the MSSI connector in the Options/QB Synchronization screen. The new Flow Chart will also include a convenient button for this. The connector must be loaded whenever synchronization between QuickBooks and DQB is needed. Option to Sort for Cases by Date and Status Report At the top of the screen where you choose the criteria for the Cases by Date and Status Report, you can now choose to sort within the date and status by one of ten case fields for the report. Add Custom Reports to Backup/Restore This contents of the Custom Reports folder will now be included in the standard Backup/Restore process. Store Images/Documents for Customer For those with the standard system and the images supplement, we have added image and document storage for customers in the Customer Center. These features will follow the same patterns used for cases and will also be included in the backup/restore procedures. You will need to enter a name for each image or document up to 30 characters. The index for each will be the customer, date/time and the name. You can then select stored images and documents for viewing from a grid. If selected, the images and documents will be included in the standard backup/restore procedures. We strongly recommend that you do not include case images and documents at the customer level. Use the options in Case Entry for these. Add Planned Ship Date to Notifications Open Cases Report For those licensed for the standard system and the notifications supplement, the standard report for open cases will have a new Due Out column showing the planned Ship Date. |