TRANXACT.AI Training

Warnings Before You Save, and Company Memory

A record that looks like a duplicate or a risk is flagged before it is saved; Sentinels shows which warnings people heed; Company Memory keeps why things were decided.

The checks are plain, fixed rules run against your company's records, not guesses, and a warning shows only records you are allowed to open.

Practical · 6 minutes · 6 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