What changed (30 September 2026)

Accounts made at first sign-in, quotation approval rules, requisition approvals you can follow and are emailed about, PO approval rules by cost center, beds held to capacity, profit status on every production order, materials reserved on release, SBI cheques, Reconnect for a bank, searchable dropdowns and roles, and downloads that say what the screen says.

Single sign-on can create a sign-in for new people: somebody your directory signs in, on a verified domain, with no TRANXACT account yet, is given one that reaches Help & Support only, with Ask for access on their first page. Administrators find them under Platform → Access → Users, marked "Created at first sign-in". The switch is Create a sign-in for new people on Platform → Access → Single Sign-On. See Signing in for the first time through your company directory.
Roles can be searched: a search and filter bar on Platform → Access → Roles, Find a role in the Users drawer, and searchable role pickers for signing limits. See Roles and permissions → Finding a role.
Reports that span modules answer only for roles that really reach those modules. Signs in as on an employee accepts only users of the same company, or given access to it.

Approvals

New: CRM → Selling → Quotation Approval Rules and Quotation Approvals. A quotation a rule covers — by value, largest line discount, customer or unit — is submitted for approval and cannot be sent or turned into an order until approved. See Approving a quotation before it is sent.
Requisitions: the approvals count and My approvals show at every screen width; "N approvals coming" when something is on its way; approvers are emailed at their turn and the requester is emailed the decision; the trail names the level and the HRMS position separately; a level that cannot move says why. See My approvals.
PO approval rules can be limited to one cost center with Only for cost center; one rule per cost center; ASK can create them. See Who approves a purchase order, and who is told → A rule for one cost center.

Forms, lists and downloads

A value in the wrong form is named with its field, and the field is marked. Email fields take an address; phone and mobile fields take a phone number only.
Emptying a field on Edit and saving now clears it.
Fields that apply only after another answer are shown only then — on Offboarding, and on a Saudi employee’s record (Iqama and work permit fields for non-Saudis, GOSI subscriber class for Saudis).
Every dropdown offers only values the record can hold; a dropdown with more than eight choices can be searched. See Creating a record.
Downloads — Excel, CSV, PDF and Print — write language names, statuses as words and option labels. See Narrowing a list.
Saved views: Local — only me, or Global — everybody, as two buttons, with Global shown unavailable, and why, when your role cannot publish. A view’s name must be unique among the views you can see on that list.
Wide lists scroll sideways at a readable width, keep the record number and short action sets pinned, and use the full width of a large screen. Select-all works on every list whose rows can be selected.
Custom Fields shows a searchable table of the chosen screen’s records with your own fields as columns. Audit detail, agent approvals and action results show fields and values as a table. See Custom fields and extensibility.
Platform → System & Database keeps its table dictionary and table browser but no longer shows the product’s own program code: the Code tab is gone, and views and functions are listed by name, inputs, result and description.

HRMS

Right to Work finds the documents of employees created from the Employees screen, and a document added from the tab is recorded for that employee.
Renaming an employee renames them in the Right to Work pickers and on Identifiers.
Employee, patient, student and applicant pickers list the real records again. A new offer’s Application is a pick list. Offers can be temporary or internship.

EHR and campus

A bed holds only as many patients as its capacity; the Bed picker shows Free or Occupied; a full bed is refused, naming the visit holding it; a bed is freed when the visit is closed with Disposition. Room bookings in Scheduling are held to capacity too.
Emergency Board and Emergency Visits show time in department in hours and minutes or days and hours, and flag stays over 24 hours to close out.
An appointment past its time with nobody checked in shows as missed. See Beds, the emergency department and missed appointments.
Attendance offers only the students enrolled in the chosen section; an alumni record needs its student and fills in programme, email and phone. See Taking attendance, and recording alumni.

Manufacturing, supply chain and finance

Order Cost Projection fills in projected cost, profit and margin for nearly every order, shows a Profit status on every row — Profitable, Low margin, Break-even, Loss-making, Not yet costed, No selling price — and links each row to its detail. See Will this production order make money?
Inspection plans are released, and revised into a new draft version while the old one stays in use. See Releasing and revising an inspection plan.
Releasing a production order reserves its materials; Reserve materials does it for orders released earlier; reservations name their order or a purpose; Cancel reservation frees stock. See Materials held for a production order.
A purchase order needs at least one line with a quantity and a price before it is opened, sent for approval or received; one made directly starts as a draft with you as the buyer, and has Open.
An AP invoice held in exception says why it did not match, with a link to its purchase order.
A budget refusal names the budget, account, cost center and year and what to add; budget lines are added on the budget’s Budget lines tab.
Two State Bank of India CTS-2010 cheque templates, plain and "A/c Payee". See Printed forms → State Bank of India cheques.

Banking

Bank Connections has a Sign-in column in words, with the reason, and Reconnect on a broken connection. Reconnect repairs the same connection and keeps its accounts, ledger mapping and history; pulling afterwards adds nothing twice. Linking a bank already connected points you to Reconnect. See Connecting a bank → Reconnect: repairing a broken connection.