TRANXACT.AI Training

Moving Records Through Their Stages

Travel requests, projects, costing runs, complaints, audits, CAPAs and more now move by named actions on the record, never by typing a status.

Every record that has stages now has a button for each step, and the step is refused from a stage it cannot start from.

Practical · 6 minutes · 4 steps · 2 questions

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

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