TRANXACT.AI Training

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.

Heat number on a receipt line. Project reference on a purchase order. The field the business needs next week is rarely worth a project.

Essential · 5 minutes · 4 steps · 2 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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