TRANXACT.AI Training

Narrowing a list

The one filter bar every table in the product carries. Learn it once, and it is learned for all 1278 screens.

A module list, a report, a drill-down and an aging matrix all carry the same bar. This is the single highest-value ten minutes in the platform.

Essential · 14 minutes · 12 steps · 8 questions

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

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Essential Creating and correcting records Forms, required fields, where dropdown choices come from, and the five grounds a record may not be edited on. 12 minutes · 7 questionsOpen

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

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