IDEXX Cornerstone Enhancement Requests
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Invoice items

Showing 32
113 VOTE

Add Default Staff ID to Invoice Items

Users request a configuration to set a default Staff ID for invoice items. This will help reduce billing errors.
almost 9 years ago in Invoice items 1 Future consideration

Invoice item setup with negative price

Allow users to create, set item price as a negative amount which will deduct amount from estimate / PVL, invoice total. Primarily used to create a rebate/coupon line or dollar value discount on invoice without impacted COGS as manual discount func...
over 5 years ago in Invoice items 0 Future consideration

Invoice Items - Add "Alert" to Invoice Item(s)

User would like ability to add "alert" (popup) to invoice item to remind staff to dispense information or notify clients of potential side effects or other pertinent information, require user input such as client DOB for controlled substances
almost 9 years ago in Invoice items 1 Future consideration

Mass Markup enhancements (including pricing, special actions, reminders)

Users would like ability to apply more types of mass changes to invoice items: - Add/Remove/Update Markup percentage - Deselect "Maintain Quantity on Hand" - Add departing instructions to entire classes of items - Apply price changes to be applied...
almost 9 years ago in Invoice items 0 Future consideration

Invoice Item auto calculate price improvements

Users request changes to the auto-calculate price feature to not be reliant on solely receiving inventory items to have a new cost calculated.
almost 5 years ago in Invoice items 0 Future consideration

Group codes - have each sub group retain own print and price settings

Users would like ability to insert one group into another and each subgroup retain its own individual settings (print option, discounts) and work independently on PVL (if declining a subgroup, only that subgroup is declined vs entire group).
over 8 years ago in Invoice items 0 Future consideration

Invoice item - Default setting for Price Change Allow for new items

Users want to have a default setting for invoice items that will set the price Change Allow field for new items to a value other than "always" to preserve the pricing structure.
about 3 years ago in Invoice items 0 Future consideration

Inventory item cost increases pass thru to linked item base price

Users request when the price is auto calculated on an inventory item, it will also update the item price for any item that it is linked to so that costs are covered and can better maintain up to date pricing structure with less effort. Ex: SNAP 4D...
over 5 years ago in Inventory / Invoice items 0 Planned

Ability to make individual invoice items "smart"

Users would like ability to make individual invoice items "smart", without having to add them to a group. This will help with invoicing errors (species or gender specific items) and reduce number of group codes.e.g., in special actions adding an o...
over 8 years ago in Invoice items 0 Future consideration

Increase item description field length

Users request an increase to the item description field length to allow for entry of longer descriptions as well as ability to display longer descriptions in windows, reports, invoices, estimates. Current state, based on letter, case and number co...
over 5 years ago in Invoice items 0 Future consideration