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Post by KizerOpt on Nov 6, 2014 15:40:10 GMT -6
I just noticed, when editing an invoice, that the drop down list for cashier apparently lists every person in the history of the company that may have touched an invoice. IMO, this list should ONLY include current, active employees, as listed in Admin. I see names that I know have not been here for over 10 years! Why should we be able to edit a current invoice and change the cashier to someone who doesn't work here?
Karen |
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Post by frehcgirl on Nov 7, 2014 19:17:33 GMT -6
We have also asked for this for the same reason. We would also like to see staff drop down lists to ALWAYS be listed alphabetically. Some of the drop down lists are in the order of when the employee was added to Crystal
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Post by vaderkty on Nov 8, 2014 9:19:52 GMT -6
I just noticed, when editing an invoice, that the drop down list for cashier apparently lists every person in the history of the company that may have touched an invoice. IMO, this list should ONLY include current, active employees, as listed in Admin. I see names that I know have not been here for over 10 years! Why should we be able to edit a current invoice and change the cashier to someone who doesn't work here?
Karen We don't have "cashier" just staff. Staff only shows and is alphabetized. Maybe there is a setting somewhere we used that works this way... I would like the old records to show who did the order instead of a (#). I don't know what employee was listed in crystal when and I don't feel like I should have to spend my time trying to find out. This goes back to my request for invoice data like doctor, employees and insurance be "locked" so any new changes will not affect records from previous years. I believe they are working on that. P.S. They did a nice work around with the insurance plans issue and I love being able to separate and code each plan now without having to add a million different insurances instead. You can merge your insurance to the plans so you will NOT lose your already coded data if you did add a bunch of insurances and want to shrink list. |
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Post by KizerOpt on Nov 10, 2014 8:43:34 GMT -6
I agree, we only have staff too, but old employees currently showing up on the list should not be available for editing. 'Locked' is a good idea. Thanks for the update on the insurance plans, I may try it now.
Karen
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Post by vaderkty on Nov 11, 2014 15:52:46 GMT -6
I agree, we only have staff too, but old employees currently showing up on the list should not be available for editing. 'Locked' is a good idea. Thanks for the update on the insurance plans, I may try it now. Karen Are you seeing INACTIVE staff as well as active in your drop down?  We only see current staff. We can't even edit invoice to reflect a different staff member did something unless we reactivate adjust and deactivate. The problem with this is you end up with a (#) and have NO idea who the employee was. |
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Post by KizerOpt on Nov 12, 2014 8:42:58 GMT -6
I agree, we only have staff too, but old employees currently showing up on the list should not be available for editing. 'Locked' is a good idea. Thanks for the update on the insurance plans, I may try it now. Karen Are you seeing INACTIVE staff as well as active in your drop down? We only see current staff. We can't even edit invoice to reflect a different staff member did something unless we reactivate adjust and deactivate. The problem with this is you end up with a (#) and have NO idea who the employee was. We are seeing staff that were gone long before we even got Crystal! They are not even in Crystal as employees. Just for grins, I went in to edit a recent invoice and selected one of those long-gone staff members, and updated the payment. No problems! Then I double-clicked on the payment and sure enough, it has that employee's name assigned to it. No way you should be able to do that.
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Post by vaderkty on Nov 12, 2014 9:24:56 GMT -6
Are you seeing INACTIVE staff as well as active in your drop down? We only see current staff. We can't even edit invoice to reflect a different staff member did something unless we reactivate adjust and deactivate. The problem with this is you end up with a (#) and have NO idea who the employee was. We are seeing staff that were gone long before we even got Crystal! They are not even in Crystal as employees. Just for grins, I went in to edit a recent invoice and selected one of those long-gone staff members, and updated the payment. No problems! Then I double-clicked on the payment and sure enough, it has that employee's name assigned to it. No way you should be able to do that.
Call them. something is wrong. That is not the case on any other persons machine (as far as I have seen/heard) there may be a backend code that needs to be switched if you integrated from a different pos. I had paper and pencil before crystal so I didn't have integration issues. This may be what is going on. |
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Post by KizerOpt on Nov 12, 2014 10:45:53 GMT -6
Probably, that's why I posted here. I'm sure I'm not the only one who came from another software and this may be something that needs to be fixed from the integration level. It isn't a 'problem' for our office, as we are so small, but other offices could be impacted negatively. Thanks for your feedback, it helped narrow down the issue.
Karen
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We only see current staff. We can't even edit invoice to reflect a different staff member did something unless we reactivate adjust and deactivate.