TRANXACT.AI Training

Finding your way around

Modules, groups, sections, tiles and the search box — how to reach any of 1278 screens in under ten seconds.

The platform is four levels deep and no deeper. Knowing which level you are looking at is most of knowing where you are.

Essential · 8 minutes · 6 steps · 5 questions

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

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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

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

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