TRANXACT.AI Training

Creating and correcting records

Forms, required fields, where dropdown choices come from, and the five grounds a record may not be edited on.

The default is that you may change a record. This track is about the exceptions, because they are what people hit and misread.

Essential · 12 minutes · 5 steps · 5 questions

Walked over Journals (Accounting) — the behaviour is the same on all 845 screens.

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

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