TRANXACT.AI Training

Approving quotations and requisitions, reconnecting a bank, assigning a bed

A quotation checked before it reaches the customer, a requisition you can follow and are emailed about, a bank connection repaired rather than duplicated, and a bed that cannot be given twice.

Four places where the platform now stops a mistake before it happens: a deep discount sent unchecked, an approval nobody knew was waiting, a second connection to the same bank, two patients in one bed.

Practical · 8 minutes · 9 steps · 5 questions

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

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