TRANXACT.AI Training

Statements, printing and your own dashboard

The balance sheet, P&L, trial balance, cash flow and aging in the forms accountants read, how every report prints, and pinning any tile to your dashboard.

A figure is only finished when it can be handed to somebody. This track is about the forms the finance reports take, getting any report onto paper or into a workbook, and making the dashboard yours.

Practical · 10 minutes · 6 steps · 7 questions

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

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