TRANXACT.AI Training

Learn TRANXACT by using it

Every screen in the platform, walked through one step at a time over a working replica of the console — then a check that explains every answer, including the wrong ones.

1278walkthroughs
252lessons
12courses
149tracks
17languages

Start here All tracks

Start with the mechanics

These short tracks cover what every screen has in common. They are worth an hour before any module course, because everything after them is then about the business rather than about the buttons.

Essential Finding your way around Modules, groups, sections, tiles and the search box — how to reach any of 1278 screens in under ten seconds. 8 minutes · 5 questionsOpen Essential Icons, folded panels and group tiles Tell tiles apart by their icon, open the two dashboard panels that start folded, and use the pages that open on a row of tiles with counts. 5 minutes · 6 questionsOpen Essential Narrowing a list The one filter bar every table in the product carries. Learn it once, and it is learned for all 1278 screens. 14 minutes · 8 questionsOpen Essential Creating and correcting records Forms, required fields, where dropdown choices come from, and the five grounds a record may not be edited on. 12 minutes · 7 questionsOpen Essential What is this record waiting for? The strip on every record page: the next step in words, and the button that takes it. 3 minutes · 1 questionsOpen Essential Ten spare fields on every record Already on every screen, hidden by default: show one on a list from Columns, switch one on in a form under More fields, and rename it only if you want to. 5 minutes · 2 questionsOpen Essential The same again: copying a record Copy on every list and every record page — what comes across, what does not, and what happens when a code has to be unique. 4 minutes · 2 questionsOpen Essential Everything connected to this record The 360° panel on every record page and on every line: what it is made of, what has happened to it, what it holds — adding to it without leaving, and getting back to where you started. 7 minutes · 4 questionsOpen Essential Dialogs, counts, dates and results held to their maximum The console’s own dialogs and their keys, one record count, dates in your format, ASK beside the page, approval levels in signing order, and assessment results held to their maximum and their section. 5 minutes · 5 questionsOpen Essential Global and local views A saved view is yours until you publish it. Publishing one for the whole company is a permission, and so is withdrawing somebody else’s. 4 minutes · 3 questionsOpen Essential The period, the order and the typeface: your view Pick the period the dashboard covers, put modules and tiles in your order with the move buttons, arrange and hide the main tiles of a module’s home, keep only the languages you use, and choose a typeface for low vision. 6 minutes · 4 questionsOpen Essential Companies, units and what you are looking at Two levels of structure, and the boundary that separates far more than most people expect. 8 minutes · 4 questionsOpen Essential Signing in with two-step verification On a cloud deployment a password is followed by a code from your phone. Setting it up, the recovery codes, a new phone, and a lost one. 6 minutes · 4 questionsOpen Essential The configurator definition workbook Download, edit and upload a whole configurable product's definition as one Excel workbook. 8 minutes · 4 questionsOpen Essential Quotas and the forecast Plans, quotas, categories, calls, roll-ups and snapshots. 8 minutes · 5 questionsOpen Essential The customer portal Inviting, securing and limiting customer sign-ins. 6 minutes · 4 questionsOpen Essential A day on the till Sessions, sales, returns, the close and the Z report. 7 minutes · 4 questionsOpen Essential E-prescribing Sending prescriptions as NCPDP SCRIPT and answering what pharmacies send back. 8 minutes · 5 questionsOpen Essential Claims EDI and remittances 837 out, 999 and 277CA back, 835 posted and reconciled, 270/271 eligibility. 8 minutes · 5 questionsOpen Essential Medication reconciliation Home, here and outside lists side by side, decisions, signature, and the list updated. 5 minutes · 4 questionsOpen Essential Using My Workspace What an employee can do in self service, and what goes to whom. 6 minutes · 5 questionsOpen Essential Posting a landed cost voucher Add the receipts, enter the charges, preview the spread and post. 6 minutes · 5 questionsOpen Essential Issuing an e-invoice A profile for the company, identifiers for the customer, then generate, check and send. 6 minutes · 5 questionsOpen Essential Payroll in your company's country How payroll changes with the company's country, and how to work GOSI, the WPS file and end of service in Saudi Arabia. 8 minutes · 6 questionsOpen Essential EDI interchanges Reading the log of everything exchanged with trading partners. 8 minutes · 4 questionsOpen Essential Supplier portal users Inviting and managing the people outside who use the supplier portal. 6 minutes · 4 questionsOpen Essential Returns (RMA) Taking goods back from a customer and putting it right. 8 minutes · 4 questionsOpen Essential Rooms, clashes and the timetable builder Rooms are booked, not typed: the database refuses a double-booked room or lecturer, and the builder proposes a conflict-free week. 8 minutes · 5 questionsOpen Essential Country compliance in Accounting India’s screens, the Sales Tax Wizard and the ZATCA screens are in Accounting › Close & Compliance, and since 13 October they appear for a company that operates in the country, not only one headquartered there. Where things are now, who sees them, and what an administrator grants. 5 minutes · 5 questionsOpen Essential Why a dashboard count can be a minute old Dashboard figures are shared for 60 seconds so they never crowd out the screens people are waiting on; the duty-conflict report is fast; background tabs stop asking. 3 minutes · 2 questionsOpen

The module courses

Course Accounting Everything that happens anywhere in TRANXACT ends up here. 45 lessons · 286 walkthroughsOpen Course CRM The work before there is a customer, and the work after. 29 lessons · 140 walkthroughsOpen Course HRMS People, what they are paid, and what that costs the ledger. 25 lessons · 169 walkthroughsOpen Course Supply Chain Everything that moves, and everything promised before it moves. 40 lessons · 200 walkthroughsOpen Course Manufacturing Turning bought things into made things, and knowing what it cost. 22 lessons · 115 walkthroughsOpen Course Student Lifecycle A student from enquiry to alumnus. 13 lessons · 63 walkthroughsOpen Course EHR Care, recorded once, and billed from what was recorded. 19 lessons · 74 walkthroughsOpen Course Talent & Contingent Workforce Contingent workers: sourced, submitted, timesheeted, billed and paid. 12 lessons · 35 walkthroughsOpen Course Agentic AI Standing instructions that watch, and act. 9 lessons · 29 walkthroughsOpen Course Platform The settings that decide how the other ten behave. 31 lessons · 130 walkthroughsOpen Course Help & Support Where a question goes when the answer is not on the screen. 3 lessons · 5 walkthroughsOpen Course Employee Self Service Your own time, leave, pay, benefits, details and documents, in one place — and, for a manager, what your team has asked for. Everything here is about the person signed in. 4 lessons · 32 walkthroughsOpen

Deploying TRANXACT

For the people who stand a deployment up rather than use it: who does what, staging the tenant, network topologies, Live DR and the vault, and what happens before, during and after go-live.

Open the deployment programme T-Minus, the implementation methodology

The walkthroughs run over a replica of the console built from the same declaration the real one is drawn from — the same modules, the same shelves, the same columns, the same fields and the same buttons. Nothing here can describe a control the product does not have.