TRANXACT.AI Training

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.

A filter you built is a question you asked. Most of the time it is a question you will ask again tomorrow, and rebuilding it every morning is the most common piece of wasted effort in an enterprise console.

Essential · 4 minutes · 5 steps · 3 questions

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

Next track

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

← All tracks