TRANXACT.AI Training

Tracks

A module course teaches you a body of work. These teach the mechanics that are the same on all 845 screens — which is what somebody needs before the module courses are worth taking.

Finding your way around

Modules, groups, sections, tiles and the search box — how to reach any of 845 screens in under ten seconds.

Essential · 8 minutes · 4 questions

Narrowing a list

The one filter bar every table in the product carries. Learn it once, and it is learned for all 845 screens.

Essential · 10 minutes · 4 questions

Creating and correcting records

Forms, required fields, where dropdown choices come from, and the five grounds a record may not be edited on.

Essential · 12 minutes · 5 questions

Loading a spreadsheet

Excel, CSV or PDF into any of 845 screens, through the same rules as typing.

Practical · 9 minutes · 4 questions

Reading and building a report

One engine over 68 cubes: dimensions, key figures, drill-down, and why a subtotal is computed rather than added up.

Practical · 12 minutes · 4 questions

Companies, units and what you are looking at

Two levels of structure, and the boundary that separates far more than most people expect.

Essential · 8 minutes · 4 questions

Reading amounts correctly

Why some amounts carry a currency mark and others do not — and why that is deliberate.

Practical · 6 minutes · 3 questions

Printing a document

Form templates as records you can edit — and the one real limit worth knowing before you design one.

Practical · 7 minutes · 3 questions

ASK, and standing instructions

An assistant that runs the work under your own permissions, and agents that do it without being asked.

Practical · 8 minutes · 3 questions

Permissions and the audit trail

What a role gates, the two things it cannot get you around, and what is always recorded.

Administrator · 9 minutes · 4 questions