Guides
The screen pages say what a particular screen holds. These say how the platform behaves — the rules that hold everywhere, which nobody can infer from a column list.
Getting started
Getting started
Signing in, what the screen is made of, and how to reach any of the 1298 screens in under ten seconds.
Two-step verification
On a cloud deployment a password is followed by a code from an authenticator app. Setting it up, signing in with it, recovery codes, and what an administrator does about a lost phone.
How the navigation is organized
Modules, groups, sections and tiles — why the platform is arranged this way, and what to do when you cannot find something.
Tiles, group tiles and the folded dashboard
Why every tile in a section has its own icon, why the dashboard opens folded, and the pages that now open on a row of tiles with counts.
Your preferences
The settings behind your name in the top bar, and why they change every figure on every screen.
ASK — the built-in assistant
A panel on every screen that answers questions about your data and can carry out the work, under exactly your permissions.
Agents
Standing instructions that watch for something and act on it — and the guardrails that make that safe.
Connect your mailbox and calendar to CRM
Your own Microsoft 365 or Google mail and meetings, logged against the contacts, leads and accounts they involve, only once you opt in.
Signing in for the first time through your company directory
Somebody your company directory signs in, with no TRANXACT account yet, is given one that reaches Help & Support only — and a button to ask for the access they need.
When the system is busy
A short "The system is busy — please try again in a moment" instead of a long wait.
What ASK and the AI engines never see
No personal data goes to an AI engine or comes back from one: names, contact details, identity numbers, bank details and card numbers are replaced on the server before anything leaves, and answers are checked on the way back.
Questions the console asks, record counts and dates
Every confirmation and message is the console’s own dialog — Esc cancels, Enter confirms — a list says its record count once, dates follow your own date format, and opening ASK no longer rearranges the page.
Passkeys, fingerprint or face, and a PIN
Beside the authenticator app you can sign in with a passkey or your device’s Windows Hello, Touch ID, Face ID or fingerprint, and use a 6–8 digit PIN as the second step on a device you trust. Set them up under Personalize › Sign-in methods.
Maximizing and resizing a pop-up
Every pop-up window — record forms, side panels, Run MRP, the product configurator — can be maximized from its title bar and resized from its corner, and remembers the size you chose.
Field help: the “?” beside every field
Every field label carries a small “?” that says what the field is for. Hover over it or reach the field with Tab to read it; Escape hides it. Lists show the same help on their column headings, and record pages on every field.
Working with records
Narrowing a list
The one filter bar every table in the product carries: search, conditions, sort, totals and export.
Documents, headers and line items
How a transactional document is put together, why its totals always agree with its lines, and when the lines stop changing.
Copying a record
The same again, with one thing changed — on every list and every record page, through the rules a typed record goes through.
The 360° view
Everything connected to a record, on the record, with a way to add more without leaving it — and the same view for each line of a document, with a way back to where you started.
Finding a company on the web
Type a customer’s or supplier’s name or website in the Find box at the top of the form; what the web knows is proposed beside the fields, each value with where it came from — and written by nobody but you.
What may be changed, and what may not
Five grounds a record may be uneditable on, one partial ground, and why the answer arrives before the Edit button is drawn.
Creating a record
Forms, required fields, where dropdown choices come from, and how a document gets its number.
Importing a spreadsheet
Excel, CSV and PDF into any list screen — the template that maps itself, how the columns are matched, what is checked, what happens when the same file comes back, and why it posts through the API.
Amounts and their currency
Why some amounts carry a currency mark and others do not, and what decides it.
Scanning with the camera
Reading barcodes with a phone, tablet or laptop camera on Scan & Post, on any browser — and what is and is not read.
Moving stock: receipts, issues, transfers and counts
Supply Chain → Warehouse → Goods Movement. Every kind of stock movement is the same five steps, and this is what each one asks for.
RFID tags, and posting a whole delivery in one read
A tag on a pallet can carry an entire goods receipt. How to print one, how to read it on a phone or a laptop, and what happens when you do.
Recording a supplier’s response to an RFQ, RFP or tender
Supply Chain → Strategic Sourcing. Pricing a response line by line against the enquiry’s own lines, and what is refused.
Counting fixed assets, and printing their labels
Supply Chain → Warehouse → Goods Movement → Fixed Asset. A physical verification on the handheld, the six views of a count, and asset barcode labels.
From the paper back to the record: Document Retrieval
Scan the QR code on a printed material document to see what it moved, open the document itself and read what is attached to it.
Which parts a configured product is built from
A configurable product’s bill of materials holds every variant’s parts. Say which configuration each part belongs to — always, with an option, or under a condition — check the model before releasing it, watch the parts and the process take shape as options are chosen, and make a production order from the result.
A configurable product’s recipe: fixed and variable materials and processes
Say on the model itself what every configuration takes and what only one option brings — materials in the unit they are consumed in, and processes or whole routings — and see it carried through cost, the bill of materials, the routing, production and planning.
What to do next with a record
Every record page says what the record is waiting for, and offers the button that does it.
How the planning run decides what to buy and make
Supply Chain → Supply Plans → Run it: demand, supply, level by level, and what firming a proposal does.
Working a lead: follow-ups, people and conversion
Keep the notes, tasks and people on the lead itself, and convert a second lead from the same company onto the account you already have.
Acting on several records at once
Tick records in any list, then run an action, export them or delete them together.
My approvals
Every purchase order, requisition or quotation waiting for your signature, decided without needing the module it belongs to.
Who approves a purchase order, and who is told
The organizational unit every order carries, the figure approval limits are judged on, who approves and in what order, what changing an order or a rule does to its approval, and the people copied once it is approved.
Sending a requisition for approval
How a purchase requisition leaves draft, who signs it, and how to see where it has stopped.
Copying a record, and copying a line
Make another one like this — a whole document, a master record, or a single line of one.
A company’s people, wherever they were recorded
The Contacts section of a lead and of an account lists everybody known at that company, and says where each one is recorded.
Goods receipts, and the serial numbers of what came in
Supply Chain → Requisitions & Orders → Goods Receipts: every receipt, who received it and every line it brought in — and recording the serial number of each unit, after posting too.
An invoice’s total is its subtotal plus its tax
AP and AR invoices: a total that does not equal subtotal + tax is refused with the sum, a total left blank is worked out, and an invoice with lines takes all three from its lines.
The same person twice
Patients, students, applicants and employees: a new record that looks like somebody already on file is held back and names them, "Create anyway" when it really is someone else, and the Possible Duplicates lists for the ones made before.
When an employee leaves
HRMS → People → Employees: Terminate for a leaving that has happened, Plan separation for one still to come — a retirement, a resignation serving notice, the end of a contract — and Change status for leave and suspension.
Running monthly depreciation
Accounting → Assets → Fixed Assets → Run monthly depreciation charges each asset once a month. What a second run does, how to redo a month, and what to do about duplicates posted before.
Putting a candidate forward for a job
Adding an application from either end — the candidate or the posting — in HRMS, and a submission in Talent & Contingent Workforce.
Configure a product built from configurable sub-assemblies (TG310 = TG100 + TW310)
Answer the product's questions once; the answers flow down into its sub-assemblies, the rules decide components, quantities, bill and routing at every level, and resolving makes an item, a bill and a routing for each level.
Forecast your quarter and roll up your team
Quotas per salesperson, deals in forecast categories, your call for the period, and a manager's roll-up and adjustments.
Run a till: sell, take returns and close the day
Open a session with its float, ring up sales, take returns, close with a cash count, and post the Z report.
Hand big agent work to a licensed Claude worker
When a job is too big for an agent's own model turn, the agent hands it to a person with a Claude licence. That person works it in Claude Code, the Agent SDK or a managed agent, through a governed connection that only reaches what the agent itself may reach.
Send a prescription to a pharmacy electronically
Transmit writes an NCPDP SCRIPT NewRx, signs it, and sends it to the pharmacy you choose from the directory. Pharmacies answer with renewals, change requests and fill notices, which arrive as tasks.
Submit claims electronically and post remittances
Submit writes an X12 837 and sends it to the clearinghouse. Acknowledgements update the claim; an 835 remittance is posted to it automatically and reconciled.
Reconcile a patient's medications
Line up what the patient takes at home, what is ordered here and what another system sent; decide each; sign; the medication list changes to match.
My Workspace: doing your own HR yourself
Enter your hours, ask for leave, read your payslips, choose your benefits and keep your details up to date — without HR doing it for you.
Sending your time and leave for approval
How a timesheet and a leave request reach your manager, and what happens when they decide.
Changing your details and your bank account
Which changes apply at once, which wait for HR, and how your account number is protected.
Giving notice and leaving
From resignation to offboarding checklist, final settlement and the confidential exit interview.
Landed cost: freight, duty and insurance on received stock
Spread the charges of getting goods in onto the receipts they belong to, so stock is valued at what it really cost and margins are not distorted the month a freight bill arrives.
Send and receive EDI documents
Send via EDI from the order, delivery or invoice; receive a partner's file in the EDI Inbox and read the interchange log.
Invite suppliers and carriers to the supplier portal
Suppliers confirm orders, send ship notices and invoices, answer enquiries and book dock slots themselves.
Drop-ship an order
The vendor ships straight to your customer; no stock moves and the customer is invoiced when the vendor confirms.
Schedule dock appointments
Give each warehouse dock hours and slots, book carriers onto doors, and check trucks in and out.
Handle a customer return
Authorise the return, receive the goods into quarantine, inspect them and resolve with a credit note, replacement or refund.
Rooms and the term timetable
Keep rooms as records, put every class in one, and let the timetable builder propose a week with no room, lecturer or student in two places.
Building and publishing the exam timetable
Exam periods, a scheduler that keeps every student to one exam at a time and the day's limit, exams split across rooms, invigilators, and publishing to the portal.
Federal student aid: ISIRs, cost of attendance and packaging (US)
Import ISIRs, clear verification and C-code tasks, set the cost of attendance, propose and offer a package that never passes the COA, and send the award letter.
When ASK asks you to confirm
ASK changes nothing until you press Confirm on the list of changes it shows — and that list stays until you answer it.
Why a button is not there
New, Edit, Delete, Copy and Import are shown only to somebody whose roles allow them on that screen.
Recording an interview’s outcome
An interview’s outcome is the interviewer’s verdict on the candidate, on a five-point scale.
Approving a quotation before it is sent
Quotation approval rules decide which quotations somebody must check before they go to the customer, and who. A covered quotation is submitted, approved, then sent.
Beds, the emergency department and missed appointments
A bed holds only as many patients as its capacity; the emergency screens show how long each patient has been in; an appointment nobody arrived for shows as missed.
Taking attendance, and recording alumni
Attendance is taken for a section, from the students enrolled in it; an alumni record is always a former student.
Releasing and revising an inspection plan
An inspection plan is written as a draft, released for use, and changed by revising it into a new version — the old one stays in use until the new one is released.
Materials held for a production order
Releasing a production order reserves its materials; issuing uses the reservation up; finishing or cancelling the order frees what is left.
Scoring, comparing and awarding a sourcing event
Supply Chain → Strategic Sourcing → Sourcing Events. Every response is scored and ranked as it is recorded; evaluators mark what a person has to judge; Award lists the responders in rank order.
Which suppliers an enquiry goes to
A supplier is registered for the spend categories it supplies; publishing a sourcing event sends the enquiry to everyone registered for the event’s category, and you can name others.
From a capital purchase to the asset register
Receiving capital equipment drafts its fixed assets; finance reviews them on Accounting → Assets → Assets to Capitalise and capitalises each one, or says it is not an asset.
Reading the kanban board and loops
Manufacturing → Kanban. What the board and the loops show, and how the hours and minutes are rounded.
Working with an employee’s record
HRMS → People → Employees: the 360° links, personnel actions, what Edit does not change, copying an employee, looking at a past date, and adding work relationships, right to work and compliance from the employee.
Choosing who approves a purchase order or requisition
An approval rule, or each of its levels, names its approver one way: a person, an employee, a position, a role, the cost center’s manager or the reporting line. Only the field for that choice is needed, and every condition is optional.
An item’s units of measure, lots and serial numbers
Units are chosen from your company’s own list rather than typed, and the lot and serial fields appear only for items that use them.
Every medication a patient is on
The Medications list in EHR shows what a patient takes or has taken, whether it was ordered there or prescribed under Prescribing.
Customers’ cards and recurring card charges
Cards kept so customers can be charged on a schedule they agreed to — shown only as brand and last four, sealed, and decrypted only to build the file for the bank.
US sales tax by state, county, city and district
Invoices, quotations and sales orders work out US sales tax from the ship-to address — only where the company is registered, not for a customer with a certificate in date, and not on what the state does not tax — and keep the tax jurisdiction by jurisdiction.
US payroll: state and local taxes
Everything below the federal line on a US payslip: the work and resident state, reciprocity and the resident credit, state disability and paid-leave programs, and city, county, school district and transit taxes — each a line on the payslip, a total of its own for the year and a box on the W-2.
India compliance: GST, e-invoicing, UPI and statutory payroll
For a company that operates in India: GST registrations and tax codes, the CGST/SGST or IGST split by place of supply, e-invoices with an IRN and e-way bills, GSTR-1 and GSTR-3B, UPI collection applied as receipts and matched to the settlement, and PF, ESI, professional tax, labour welfare fund and TDS.
Panel interviews: scorecards, marks and ranking
A selection committee marks each candidate on weighted criteria, each panelist on their own row; the panel’s score and outcome follow by the rule set in advance, candidates for the vacancy are ranked, and any departure — an overridden outcome, a selection out of rank — is kept with its reason.
Assessment results: the maximum and the section’s students
A result can never be more than the assessment is out of, and an assessment set for a section takes results only for that section’s students — with Fill results from section to make the sheet from the class list.
What happens when you press Confirm in Ask
When Ask lists a change and you press Confirm, the change is made straight away, exactly as it was listed, and Ask tells you what happened: Done with the document number, or Not done with the reason the platform gave.
Raising a purchase requisition, and ordering it, with Ask
Ask can raise a purchase requisition with all its lines in one step, and turn an approved requisition into a purchase order. Name the items by their item number and the supplier by its name or number.
One help-desk ticket per request from Ask
When Ask cannot finish something and raises a help-desk ticket for you, asking again about the same thing adds to that ticket rather than opening another.
Retiring, archiving or deleting a bill of material
A bill of material is Draft, Active, Inactive or Archived. Inactivate and Archive retire one. Delete appears only on a draft that nothing uses.
Production orders for a configurable product
An order for a configurable product (such as TG100) must name its configuration. Without one, the order is not raised.
Raising an enquiry (RFQ) from a requisition
An enquiry goes to suppliers only once the requisition is fully approved. Until then the button is greyed out and the reason is shown under it.
Uploading a file when the file store is not answering
An upload is kept even when the company's file store cannot be reached: the file is saved in the database instead, after the same checks as any other upload.
Fewer "the system is busy" messages when a screen opens
Opening a list screen asks the database fewer repeated questions at the same moment, so busy messages on lists such as purchase orders, requisitions and timesheets are less likely.
Where to open Ask
Ask, the AI assistant, opens from the round Ask button in the bottom-right corner of every screen, or from AI Assistant under Quick actions in the side menu.
Changing a support ticket's title
Whoever answers support tickets can restate a ticket's title so the queue reads clearly; the old title is kept in the ticket's thread.
Which account each automatic posting uses
Invoices, receipts, payroll, stock and the other automatic postings go to the account your chart of accounts says does that job, not to fixed account numbers.
Invoice lines post to their own accounts and cost centers
Each line of a customer invoice or a supplier bill without a purchase order posts to the GL account and cost center written on that line.
Invoices dated outside the fiscal calendar
A customer invoice or supplier bill dated outside every fiscal period is refused when the company has a fiscal calendar.
Early-payment discounts in payment proposals
A payment proposal takes a discount only from the supplier's own payment term, and only when the payment date is inside that term's discount window.
Sales order invoices and won opportunities
Invoicing a sales order carries the order's sales tax onto the invoice. Winning an opportunity no longer raises an invoice unless you switch that on.
Revenue and allocation runs for a new company
Every company now gets its leading ledger when it is created, and revenue and allocation runs say so when a company has none.
Matching invoices for services and price differences
Approved service entries count as received when a supplier invoice is matched, and an overcharge on goods received in full is reported as a price exception.
Submit and approve a travel request
A travel request is submitted for approval, routed to the right approver, and approved or rejected. Accounting can pay the advance once it is approved.
Approve and release a project
A project accepts cost only once it is approved and released. Its work breakdown elements, milestones and job contract each move by their own buttons.
Run a standard cost update
A costing run selects items, costs them, marks the result as the future standard, and releases it.
Move a CAPA, complaint or audit through its stages
CAPAs, customer complaints, quality audits and audit findings each have buttons for their stages.
Serial numbers when completing production and delivering
A serial-controlled item is received from production with a serial number per unit, and delivered with the serial numbers of the units picked.
Moving a record to its next step
Records such as a demand plan, a payment proposal or a personnel action move to their next status with a named button on the record, never by typing a status.
Promotions, transfers and pay changes
A personnel action is raised as a draft, approved by somebody else, and changes the employee on the day it takes effect.
Approving a payment proposal
A payment proposal is approved by somebody other than whoever prepared it before it is released, where the company requires it.
How each payroll tax obligation is worked out
Each obligation in a payroll tax run is the tax the payroll actually withheld or charged for it, line by line from the payslips, so the run agrees with the payroll register.
Recording a payroll tax deposit on the day it was made
Deposit it asks for the deposit date. Days late are worked out from that date, and a late deposit is reported as late.
Paying a W-2 contractor's pay record through payroll
When a W-2 contractor's pay record is posted, it goes to payroll and is paid in the worker's next payroll run, with tax withheld.
Who may approve a timesheet
A timesheet must be approved or sent back by someone other than the person who submitted it and the worker it belongs to.
Recording when a clinical event happened
Assessments, immunizations, problems, allergies, results, records requests and outside medications can be given their real date and time instead of the time they were entered.
Releasing records without an authorization
If you choose Release on a records request with no authorization on file, the release is refused and the request changes to pending authorization.
Leave accrual and hire dates
An accrual run only credits people who were already hired on its accrual date.
Opening each module at its home after signing in
Signing out forgets where you were inside each module, so the next sign-in opens every module at its own start page. You can turn this off under Personalize.
Changing who reports to whom on the Organisation Chart
Drag a person onto their new manager, confirm the move, and use Undo if it was a mistake. Drop a person on No manager to make them top-level.
Fixing people who could not be placed on the Organisation Chart
When reporting lines loop back on themselves, the chart lists the people in each loop by name and employee number, names the link that closes the loop, and offers a button to break it.
Finding your way around a large organisation chart
Both organisation charts (HRMS Organisation Chart and Platform Organisation Units) have Find, zoom, Fit, an overview map, branch folding and Pop out.
Employee names and duplicate employees
Names are saved trimmed and checked as you type; an email or a name already used by another employee is held back as a possible duplicate.
Quick actions and minimising Ask
The side menu's Quick actions stay in place however many modules you have, and AI Assistant there opens or minimises Ask.
A module with Ask open beside it
Opening Ask beside the page narrows the page but keeps the module's layout.
Exemption reason codes on a Saudi invoice line
Under ZATCA e-invoicing, a zero-rated, exempt or out-of-scope line says why with one of ZATCA's VATEX codes. The picker offers only the codes that belong to the line's VAT category.
Correcting a Saudi invoice: cancel the draft, credit the issued invoice
Under ZATCA an invoice gets its official number only when it is posted. A draft can be cancelled; a posted (issued) invoice is never cancelled and is corrected with a credit note.
Who may be an alumnus
By default anybody who studied here and has left, graduated or withdrawn, may be given an alumni record; a school that keeps its alumni for graduates switches that on in Runtime Settings.
GOSI: who pays what
GOSI is charged on basic pay plus housing, capped at SAR 45,000 a month, and depends on whether the employee is Saudi, which law they registered under, or a GCC national.
Which budget a requisition is checked against
A requisition or purchase order is checked against the budget line for its own cost centre on the procurement budget account, or a company-wide line - never another cost centre's.
Signing out
Sign out is the button at the top right of the bar over every screen, beside your initials. It is also the last entry of the menu under your name.
Find or ask anything (Ctrl K): the keys at the foot
The up and down arrows, the return arrow and esc at the foot of the Find palette work with the keyboard and with a click.
A ticket with a suggested answer stays with the support team
When a ticket is answered with a suggestion, it stays open with the team it was routed to. You do not need to reply for them to look at it; close it if the suggestion was enough.
When ASK hands a request to a worker
For long work ASK can hand your whole request to a worker as a delegated task. The Confirm it offers then hands the request over; it does not make the change itself.
Standing instructions: ASK on a schedule
Save an ASK instruction with a schedule (every day, every Monday at 08:00, on the 1st) and ASK runs it for you, as you, and puts the answer in your ASK conversation.
Quoting a configured product
A quotation line that names a configuration is priced, described and checked by that configuration: its price is the configurator's, its description is the answers, and it follows the configuration until you give it a price of your own.
The price the configurator shows
The price at the top of Configure a Product and in the line's Configure drawer is the price a quotation line will carry, worked out after every answer.
Printing a quotation
Quotations print on the shipped Quotation form (QUOTE-A4): every line with the item, description, the configuration it sells, quantity, price, discount and amount, and the totals.
Who signs a change request's review board
Submitting a change request opens a review step per discipline, and each step is given its approver from Manufacturing, Change Board. Whoever raised the request never signs a step or decides it, whatever their role.
A review step says No approver assigned
A step nobody could be given when the request was submitted shows No approver assigned and the reason, and nobody can sign it until it has an approver.
Withdrawing a change request
The person who raised a change request may withdraw it while it is submitted or under review. Its review steps are set aside and it goes back to draft.
What the Next step on a change request means
The Next step on a change request follows its review board: Assign approvers while a step has no approver, Sign while a step is left to sign, Decide once every step has answered.
Who signs a change order, a drawing revision and a CAM program
A change order's review steps are given their approvers from the Change Board when the order is raised, as a change request's are. Nobody who raised the order, or a request it answers, signs it; a revision is not released by whoever drew it, nor a CAM program by whoever wrote it.
Typing into a choice list finds what is named
Typing into a choice list such as Item narrows it to the records whose number or name contains every word typed. A record's description answers only when nothing is named that.
Cash application: bank receipts applied to open invoices
Money-in bank lines are matched to the open customer invoices they pay, by the invoice number in the remittance, the payer and the amount; confident matches are applied, the rest wait with a suggestion.
Supplier invoices are matched when they are saved and when the goods arrive
A supplier invoice against a purchase order is three-way matched the moment it is saved, and matched again when a goods receipt for the order posts; Match + post still works as before.
Payment proposals that catch early-payment discounts
A payment proposal can be made for you, by due date and by discount: a bill on 2/10 net 30 is proposed while its discount stands, paid net, and the discount is taken as a credit memo when the proposal is released.
Dunning letters and automatic credit hold
Overdue customers are sent the letter for the level their invoice has reached, once per invoice per level, and after the number of days you choose they are put on credit hold.
Running the month-end close on the server, and soft close
Close Runs runs the CLOSE-MONTH job set step by step, stops on the first failure with its reason and resumes from there; a soft-closed period accepts postings only from the roles you name.
Budget and cash alerts
Each day the budget lines are compared with their plan to date and the cash forecast is rebuilt; a line over the variance threshold, or cash projected below the floor, is an alert to the controller.
Creating or changing a position
HRMS, Workforce, People, Positions: New Position or Edit. The department is picked from the company's list, and a position names its job and its location.
A position's In force from date
Edit Position opens on the date the current version took effect. Leave it to correct the position in place; move it later, up to today, and the change applies from then.
List filters and capital letters
On every list, is, is not, is any of and is none of ignore capital letters on words: Department is qa finds QA. Codes, numbers and ids are still matched exactly.
Warnings before you save
When you raise a requisition, an order, a supplier invoice or a payment, TRANXACT checks it against what is already on file and, if something looks like a duplicate or a risk, tells you before it is saved.
ASK checks before you confirm
When ASK proposes a new record for you to confirm, it runs the same checks first and tells you what it found, for example that the item was already requested for the warehouse last week.
Appointment reminders are sent for you
Booking an appointment schedules two reminders (an email a week before, a text the day before). The Appointment reminders job now sends them when they fall due, once, and only by a channel the patient allows.
Insurance eligibility is checked when a visit is booked
When an appointment is booked, the payer of the patient's primary active policy is asked whether the cover is active. The answer is kept on the appointment. It is a warning only: the visit is booked whatever the answer.
Working denied and rejected claims
Every denied or rejected claim becomes an item on EHR, Revenue Cycle, Denial Work Queue, opened by the daily job, with what kind of denial it is and what usually fixes it.
Recalls
A recall is a patient to see again by a date. The daily recalls job reminds each patient whose recall falls due and who has nothing booked, and marks the recall booked when a visit is already in the diary.
Expiring permits and documents, every week
The Expiring certifications job hands HR the visas, work permits, passports and compliance items that run out inside the notice window (60 days unless changed), with what happens on expiry. It is the same list as HRMS, Expiring, and changes nothing.
Payroll is calculated on schedule, and waits for approval
The Payroll run job calculates each pay group whose pay period has ended and has no run yet, and stops there. The run waits for somebody other than the person it ran as to approve it; posting stays a person's act.
The monthly leave accrual now accrues
The Monthly leave accrual schedule shipped as a rehearsal. It now accrues for real, once per period, and never past a plan's maximum balance.
Time exceptions
The daily time-exceptions job finds a shift with no time recorded, a no-show, a start more than ten minutes late, a day over twelve hours, overtime waiting for approval, and a timesheet for a finished period nobody has submitted, and hands each manager their own team's.
Every leaving raises the offboarding checklist
The offboarding checklist (from the company's offboarding template) is now raised whichever way somebody leaves: Terminate, Plan separation, an offboarding record, the day a planned leaving takes effect, or an approved resignation. Somebody who already has an open one keeps it.
Resumes are read and scored when they arrive
An application saved with resume text, or given a resume file with Upload resume, is read and scored against the posting at once. The score is out of 100 and says what it is made of.
Proposing and booking interview times
Interviewers keep their weekly availability under Talent, Pipeline, Interviewer Availability. Free times are proposed from it and the interviews already booked, and booking a time checks it again and tells the interviewer.
Timesheet reminders and draft client invoices
The Timesheet reminders job emails a contractor whose timesheet for a finished week is missing or still a draft, once per week. The Draft client invoices job gathers approved, unbilled time into one draft invoice per client.
How a ticket's priority is decided
A support ticket's priority is worked out from what it says: words like outage, cannot, blocked or urgent, the kind of request, and how many people are affected. If the person raising it chose a higher priority, theirs is kept. The reason is shown on the ticket.
Duplicates, quality rules and merges
Platform, Data Quality lists the customers, suppliers, items and employees that look entered twice (found weekly by name similarity and shared email, phone, website or tax number), the quality rules good master data keeps, and what breaks them.
Organisation Chart views: reporting line, department, unit, position
The Organisation Chart can show the same people four ways. The view you pick is remembered for you.
Placing new employees on the Organisation Chart
People with no manager and nobody reporting to them wait under Not placed yet. Tick them and choose Set manager, or drag one onto their manager.
Importing the hierarchy from Excel, CSV, Word or a picture
Import hierarchy reads a table of employee and manager, shows what it will change, and applies the rows you keep as one change you can undo.
Seeing who approves for each person on the Organisation Chart
Show approvers adds an Approver line to every card: the person who approves that employee's leave, time and other HR requests.
How far a background job may act by itself
Every scheduled job hands what it finds to people. Platform, Automation Levels says, per job, whether it only tells them, asks for approval and then acts, or acts and tells them.
Who scheduled work runs as
Each company has an automation service account. Seeded schedules, scheduled and event workflows whose owner is an administrator, and document intake run as it; it cannot sign in and is never an administrator.
Workflows that wait, continue and choose
A workflow now continues after its approval is granted, waits for real on a delay, chooses its next step with a branch, and runs on its cron schedule.
Time limits: reminders and escalation
Platform, Automation, Time Limits says when an approval or a support ticket left alone is reminded, and when and to whom it is escalated.
Documents that become drafts
Platform, Automation, Document Intake watches a drive folder or a mailbox and turns each document into a draft supplier invoice or a draft sales order, with the document attached. Nothing is posted.
Events that are never lost
Every save and every business event is written to the event log and handed to workflows, agent triggers and webhooks from there, so a restart loses nothing. Platform, Automation, Event Delivery shows what could not be handed over.
What a requisition fills in for you
Raise a purchase requisition with only the item and the quantity; the department, cost center, location, warehouse, currency, need-by date, price and unit are filled from your employee record and the item, and shown to you before it is raised.
My approvals: Coming to you
A document listed under Coming to you is waiting at an earlier level. Open it to read it, see who it is waiting on and since when, and send them a reminder.
Automation rules: what runs on its own
Supply Chain > Automation Rules and CRM > Sales Automation Rules switch each automatic job on and set its limits. What a job may change is the company's autonomy level for the rule's key.
MRP and reorder on their own
The MRP job runs an automatic supply plan every night, firms the proposals inside the firm fence, and carries a bought one through to a purchase order. The reorder job prices its requisition and orders it within a limit.
Stock reserved for a sales order
Confirming a sales order reserves its stock line by line. Cancelling the order gives the stock back, and goods issue uses the reservation up.
Incoming orders confirmed, deliveries raised and waves released by rule
Orders that arrive by EDI, a web shop or the portal can be confirmed automatically within a value limit. A fully reserved order gets its delivery, and a wave past its cutoff is released.
ASNs received automatically, with quality hold
An advance shipping notice that matches its purchase order within the tolerance is received when it arrives (or on its expected date). Stock that must be inspected goes on quality hold until the inspection passes.
Preventive maintenance orders raised automatically
The preventive maintenance job raises the maintenance order for each plan that is due, once per cycle, with its task list and spares.
Renewals, churn and stale pipeline
Contracts ending soon raise a renewal opportunity and a draft quotation. Customers at risk and stale opportunities give their owners a task.
Lead routing, case assignment and field dispatch
A new lead, case or field work order with nobody on it is assigned the moment it is saved, by the rule's strategy.
Follow-up sequences
A sequence is a list of timed steps: a task for the owner, or an email to the person, so many days after the start.
Sourcing award and return approval by rule
A closed sourcing event can be awarded to its top-ranked response automatically, and a requested return approved, when they are inside the rule's limits.
Outbound EDI and carrier tracking
Customers who trade by EDI get the 855 when their order is confirmed, the 856 when it ships and the 810 when it is invoiced. Carrier tracking is pulled through a carrier connector.
Early alerts that raise themselves
Attendance under the school's minimum, absences in a row and fees past due raise an early alert on their own, as a failing grade always did. A student is alerted once per reason, not again every time the check runs.
Alert Rules: the thresholds a school sets
Student Lifecycle, Alert Rules keeps the attendance thresholds and the fee-overdue days each school works to. A school's own rule wins over the company's; with no rule at all, the defaults apply.
Fees past due: the warning, the late fee and the hold
A student bill past its due date is warned about once, to the student and to finance. A late fee is charged only if the school's Fee Schedule has one, and a hold is placed only if the school's Alert Rules ask for one.
Financial holds come off when the bill is paid
Paying a bill releases the holds that name it straight away, and once a student owes nothing at all, any other financial hold on them is released too.
Bill a whole term in one go
Student Lifecycle, Term Billing bills every enrolled student of a term, or of one programme in it, at once. Preview first; billing it again never bills a student twice.
How the student risk score is worked out
Student Success & Retention gives each student a score, a band and the reasons with their points. Some readings are serious on their own and set the band whatever the total, so a student missing most of a course is high risk, not 'no action needed'.
A new early alert offers the student's own sections
On New Early Alert, choose the Student first: the Section list then offers only the sections that student is enrolled in.
A date and time is shown as it was typed
A date and time typed on a form (a room closure, an assessment, an advising session) is your own clock's, and the lists show it back exactly as typed.
The files on a delegated task
Every file a worker hands back on a delegated task is attached to the task: open the task and its files are listed by name, each with Open and Download.
Invoice numbers per GSTIN and financial year
In a company under India GST, a posted AR invoice, credit note or debit note is numbered in its GSTIN’s own series for the financial year (KA/2627/00001), restarting every 1 April. The number is given when the document is posted.
GST on an invoice, note, quotation or sales order
In a company under India GST, the server works out GST on every AR invoice, credit and debit note, quotation and sales order: CGST and SGST within a state, IGST between states and for exports and SEZ, and nothing charged under reverse charge. The Tax invoice (GST) print follows Rule 46.
Configured parts in the units they are stocked in
A rule’s quantity in millimetres becomes the part’s stocking unit: metres, or kilograms for a rod stocked by mass. TW310’s rod is now cut to the well’s length and costed in kg, and a part with no standard cost is priced at its last purchase price.
Configuring every line of a new quotation or sales order
On a new quotation or sales order, every line of a configurable product has its own Configure under it. Two TG310s and a spare can go on one quotation, each TG310 configured on its own line.
Dashboard figures can be up to a minute old
To stop "The system is busy" on ordinary screens, the figures on dashboards (KPI cards, trends, alerts, the pipeline and pinned figures) are shared for 60 seconds. A count on a dashboard may be up to a minute behind the list it opens.
Material Requirements Planning for a sales order
Supply Chain › Supply Planning › Material Requirements Planning shows what one sales order (or every open one) needs, level by level, netted against stock and open supply, and raises the requisition and the production for what is short.
Operations done by a subcontractor
A routing operation marked Done by a subcontractor is bought, not scheduled: releasing the production order raises a purchase requisition for it, and the material sent out is issued and received under Material at Subcontractors.
Cost and price of a configured quotation line
After the questions, Configure on a quotation line shows Cost and price: the bill of material and routing the answers resolve to, the cost by kind, anything costed at nothing, and a markup or price with its margin — then Use this configuration at that price.
Configured quotation lines from a file
Configured lines from a file… on a quotation’s Lines tab adds several configured lines at once from a spreadsheet of the model’s characteristics: download the template, fill one row per configuration, Check, then Add lines.
Training courses and enrolling people
HRMS › Development: a training course’s code, name and defaults, enrolling one person, several, or everyone in an organizational unit at once, and what an enrolment records.
Key figures above every list, and the calendar
Every list opens on its key figures — total, each stage, overdue, assigned to me, a breakdown — and a press on any figure shows just those records. A long list opens folded under them. Dated screens can be shown as a month, week or day calendar.
Teaching: only the sections you teach, and My Teaching
In Student Lifecycle a teacher sets work, takes registers and enters marks only for the sections they lead or are on the teaching team of. My Teaching opens on today’s classes and what needs doing; a head of department, dean, registrar or exams officer can act on any section.
Timetable, registers and cumulative attendance
The timetable as a calendar with the state of every register, taking a register in one screen, and the Attendance dashboard with each student’s cumulative percentage.
Essays, quizzes and practicals: setting work and handing it in
Setting an essay with a word limit, a marking scheme and an own-work declaration; a student handing it in from My Studies; and who marked it.
Ordering from a sourcing award, and approval cover that holds
Raise purchase order on an awarded sourcing event, MRP by sales order, approval delegations with limits and chains, and purchase orders that re-route when HRMS changes.
CRM › Utilities: a customer information system for a utility or a city
What CRM › Utilities holds — service accounts, premises, meters and IoT reads, bill runs, the counter, collections, field work and the public’s self-service — how it is switched on or off per company, and which role does what.
Opening a utility account, and starting, stopping and moving service
Service Accounts: Open account with a new customer, Start service at a premise, Stop service (move out) with the final bill, Transfer service (move in) and Close account; Service Agreements and changing a rate plan.
Meters, reads, AMR files and read exceptions
Adding meters, recording a read, loading a handheld or drive-by file, the checks every read goes through, accepting, rejecting or re-reading an exception, and exchanging a meter.
Bill runs: preview, approve, post, and cancel and rebill
A billing cycle billed in four steps — Preview, Review the bills, Approve (by somebody else), Post to the receivable — and what to do with one bill: Accept, Hold out of the run, Release, Post, Cancel and rebill.
The counter: cashiering and supervisor approvals
Cashiering: open a session on a drawer with a float, find the account, take cash, check, card or money order, take a deposit, ask for a void, and close with the count. Cash Approvals: a supervisor approves voids and closes — never their own.
Online payments, lockbox files, autopay and refunds
Money that does not come over the counter: portal payments through the company’s payment provider, lockbox and bank files, autopay from a card kept in the card vault, and refunds of credit balances and deposits.
Collections: notices, late fees, arrangements, disconnection and write-off
The Collections Worklist and Run collections (past-due and final notices, late fees), payment arrangements and broken arrangements, holds, disconnect and reconnect orders, the life-support rule, and writing off to bad debt.
Utility service orders and My Service Orders
Field work at a premise — start, stop, transfer, meter install or exchange, re-read, disconnect, reconnect, leak, high bill — raised, assigned, started and completed, on a list or a calendar; and the technician’s own list.
For residents: My utility account and the public utility pages
Written so a city or utility can hand it to its residents: starting service or reporting a problem without signing in, signing up to see and pay the bill online, and what My utility account in the customer portal does. Ends with what staff do with what arrives.
Run MRP on a sales order
From CRM › Sales Orders, Run MRP works out what one order needs — through every level of its bills of material, netted against free stock and supply on order — suggests what to make, buy or subcontract and by when, and Firm suggestions raises the production orders and the requisition.
Sales order to MRP, production and subcontracting, end to end
One customer order followed from the sales order line to delivery: the production version its attributes choose, the planner’s make, buy or subcontract decision, make-to-order stock, a subcontracting purchase order with the components to provide, providing them to the vendor, the subcontract receipt that consumes them, the vendor’s reconciliation, and Trace & cost with its exceptions.
Payroll runs: to the cent, missing time, overtime and employer contributions
A payslip adds up to the cent with percentage deductions; an approved run can be sent back and a calculated one cancelled; hourly people without approved time are named, with Calculate without them or Hold the run; overtime is paid as the rule evaluated it; the overtime rule can be set for a public employer, a pay group or an employee; employer percentage contributions are shown.
Interview feedback, onboarding tasks, offers, self service and salary grade steps
Record feedback on an interview, mark onboarding tasks done or waive them, the work state an accepted offer takes, dates and Team Approvals buttons in self service, Salary Grade Steps, and the cost-center lookup HR forms use.
Utilities: the counter, IoT reads, bills, notices, requests and the portal
Buttons drawn only for the grant they need, the company’s business day at the counter, hourly IoT thresholds, preview numbers reused, US-format bill PDFs, one notice a run, what a resident wrote and the premise it matches, portal dates and the autopay message, firmware and alarm Acknowledge, and CRM › Activities.
Maintenance from IoT alerts: one order per machine, filled in, and costed to repairs
An alert on a machine that already has an open condition order joins it; a new alert order is filled from the machine and the rule; maintenance cost posts to a repairs account and the order’s cost center; tasks record who performed them and whether the reading was in spec; readings stamped in the future are refused.
Ask: real names for you, Confirm for every change, and your own clock
Ask restores names, e-mails and addresses for you while the AI engine only ever sees stand-ins; every change waits for Confirm; dates are on your own time zone and in your date format; records named by code are found; self-service changes land on the ESS screen.
Agentic AI: findings that name their record, run text, History, copying and autonomy
A finding names and opens the record it is about; run summaries show real names again; running an agent is not an edit; History says publish and change-autonomy; Copy starts with a free code; Records changed (30d) and Produced (30d); a raise of autonomy stars its reason.
Dates that name a day show that day, in every time zone
A date-only field — a period end, an invoice date, a due date — is shown as the date it names for every reader, wherever they are; it no longer shows a day early west of UTC.
Sales order lines from an Excel template: Download template and Upload lines from file
Fill in a sales order’s lines in Excel: a sheet per configurable item with a column for every configurator question and its answers as a dropdown, then upload the file, check every row in a preview with its reasons and a 360° view, and append or replace the order’s lines. Nothing is saved until the order is.
Configured products in MRP, the bill of material as a tree, option() and list_price(), and New bill of material
Run MRP plans a configured sales-order line from its own configuration at every level, with the product’s routing; firming resolves the configuration and raises production orders made to it. The configuration’s bill is shown as a tree of levels on the line’s 360° view and in the configurator. Rules can call option() and list_price(). Bills of Material has New bill of material with its components.
Ask: nothing changes without Confirm, dates your way, people by name, and Assigned to me
The server itself now refuses any change Ask makes without your Confirm, and a proposal cannot be forged or altered; dates are in your own format everywhere Ask shows them; a person can be named by full name or e-mail; and the Assigned to me tile on a list counts and opens the same records.
Agentic AI: Switch on and off, cost ceilings, the model it will use, tool calls, a fixed code and a local name
Agents can be switched off and on from Next step with a reason; the per-run cost ceiling cannot exceed the per-day one and both are in the company currency alongside the guardrails; an empty Model says which company default applies; runs count Tool calls and Calls succeeded; an agent’s Code is fixed once it is created; and Name in local language is shown to non-English readers.
Agentic AI: evaluations by criterion, the 360 cards, Engine and Model, workflow nodes, runs that read every record, and incidents that say what happened
New Evaluation lists only the chosen agent’s runs and grades a Criterion out of 100; an agent’s 360 view has Evaluations of this agent and Evaluations given by this agent, and every card says what it holds; Kind of work and Engine are required; Change autonomy needs a reason only when raising it; New Node picks the approver role and shows the fields of its kind; runs read every page of a list, count failed calls apart from refused ones and say why they failed; names are shown only to people allowed to open the records; incidents are numbered and say their real cause; ASK knows which form is open.
Receiving a purchase order: only receivers, only after approval, only in your organizational units; and the Asset class picker
Receive on a purchase order is offered only to people who receive goods and only once the order is approved; the list has an Approval column; receiving is limited to the organizational units your roles reach, and the refusal names the unit; an unapproved order is not sent by EDI; and Fixed Assets picks Asset class and Cost center from lists.
Payroll: benefit tiers and tax treatment, W-2 from posted totals, the pay group and period, shift premiums and an outside tax engine
A benefit deduction is priced by the coverage tier elected and taken before or after the taxes its tax treatment says (United States companies only); the W-2 reads only posted payroll, with box 12 codes in order; Calculate payroll asks for the pay group and its period; shift premiums are paid as their own lines; and a pay group calculated by an outside tax engine such as Symmetry is never quietly calculated by the built-in one.
Payroll cycles: retro by recalculation, off-cycle and final pay runs, pay calendars per group and the Payroll Readiness board
Retroactive pay worked out by recalculating every payslip paid in the window; off-cycle, bonus, commission, correction and final pay runs for one person; a pay calendar generated for each pay group and periods closed once paid; and a readiness board that says, per group, what is still open before its pay date.
Clocking in and out: My Clock, Team Status, Who’s In, Time Policies, punch corrections and charging hours
Employees clock in and out, take breaks and say where they are from a browser or a phone; managers see their team live and decide punch corrections; Time Policies say whether punches are required, how they are rounded, the grace at the start and end, and the premium for working a holiday; and hours are charged to a grant, fund, program, property, cost center or department. An hourly group under its own agreement (an MOU) gets its own policy.
Parallel payroll: import the legacy register, compare with a tolerance, and sign off each cycle
Run the old payroll system and TRANXACT side by side: import the legacy register for each cycle, compare it with the TRANXACT run category by category and employee by employee within a tolerance, and sign off or reject the cycle. Readiness says when two cycles in a row — adjacent pay periods of the same pay group — are signed off for go-live, and which period is missing when they are not.
US benefits: carriers and recordkeepers, EDI 834 and 401(k)/457 files, ACA 1095-C and 1094-C, garnishments, and the Benefits Dashboard
United States companies only: send each insurer its ANSI 834 enrollment file and each 401(k) or 457 recordkeeper its contribution file after payroll, by download, HTTPS or SFTP to a pinned host key; measure ACA full-time status and produce Forms 1095-C and 1094-C, which employees open in self service; take garnishment orders in priority order and remit them per payee. The Benefits Dashboard, for every company, shows enrolment and what needs action.
Learning: assignment rules, sessions, learning paths, evaluations, compliance training, certifications and licenses, skills and an outside LMS
HRMS › Learning & Development: courses assigned by rule, with reminders and a repeat when they lapse; instructor-led sessions with places and a wait list, which employees register for and cancel themselves in My Learning; learning paths taken in order; evaluations asked for when a course is completed; the compliance-training report; certifications and licenses with expiry alerts and a renewal task; a skills inventory measured against each job; and an outside learning platform such as Aspire exchanging courses, enrolments and completions.
Performance: review workflows, goal check-ins, cascading goals and development plans
A performance review passes through the steps of its workflow — self review, manager review, calibration, approval, acknowledgement — each with who acts and how many days they have; goals are cascaded from the company down and checked in on the cycle’s cadence; development plans turn a review into actions, and activating a plan enrols its courses.
Recruiting: candidate messages, offer letters signed electronically, hiring dashboards, Task Departments and EEO applicant flow
Tell candidates what happens by template — by itself or by hand, by e-mail or text, respecting opt-outs; send an offer letter written from a template and signed electronically; watch hiring, joining and leaving on three dashboards; say which department owns each onboarding and offboarding task; and, for United States companies only, invite voluntary self-identification and read the EEO applicant-flow report.
Direct deposit: My Bank Accounts, HR approval and the bank pay file
Employees split their pay across several bank accounts in self service, always shown masked. The whole set is one request, approved by HR — never by the person who asked — and paid from the next pay period. A payroll run makes its net-pay file for the bank: NACHA (US), NEFT/RTGS (India), WPS (Saudi Arabia) or pain.001 (elsewhere), with anybody who cannot be paid by deposit listed to be paid by check.
United States only: Form W-4, Form I-9 and FMLA leave
For a company in the United States, and for employees who work there: My W-4 signs a new withholding certificate that takes effect from the next pay period; My I-9 signs Section 1 and HR completes Section 2 within three business days, with Supplement B for reverification; FMLA Settings, My FMLA Leave and FMLA Cases handle eligibility, certification, designation and hours. Nowhere else are these screens shown.
Identity verification by country: E-Verify, PAN, Aadhaar, UAN, DigiLocker, Iqama, GOSI, Qiwa and Absher
HRMS › Compliance › Identity Verification › Identity Verifications checks an employee’s identity and right to work with the government service of the company’s country: E-Verify in the United States; PAN, Aadhaar e-KYC or offline XML, UAN and DigiLocker in India; Iqama (Muqeem), GOSI, Qiwa and Absher in Saudi Arabia. Checks run in a sandbox until a live connection is configured.
The careers site, Internal Jobs and calendar invitations
A public careers site with an apply form that needs no sign-in, closed until you open it; Internal Jobs for employees, whose applications go to recruiting and not to their manager; and calendar invitations every calendar accepts, sent from interviews, reviews, check-ins, CRM activities and appointments — automatically for interviews.
Agentic AI: Tool Grants that hold, the publish prompt, versions and approvals that say who decided
A run is held to the tool grants of the agent version it uses. Fixed arguments win over the model’s, Only when is checked against the tool’s inputs, Calls per run is enforced, Agent and Tool are fixed once a grant exists, a change of grants offers Publish now, versions keep their grants and default model, and approvals show who decided and why.
Reporting and analysis
Reports and the Report Studio
One reporting engine over 119 cubes — dimensions, key figures, drill-down, and why subtotals are computed rather than added up. Since 13 October 2026 every module report is in its Reports & Analytics catalogue, in one format.
Dashboards and boards
The welcome board, the dashboard on every module’s home, who may see which, and what the numbers on a tile actually count.
Foresight — projections and recommendations
Seventy-six projected measures back-tested over the existing cubes, and how to read one honestly.
Budgets and commitment accounting
What may be spent, where the money came from, what is already promised, and the four control levels.
Cost centres and profit centres
Where cost is incurred and where result is measured, and building the hierarchy as a chart.
Totals in the company’s currency
How a list, a report or an export adds up rows that are in different currencies, and which columns are totalled at all.
Send patient statements
A statement run bills every patient with a balance after insurance, ages it, adds the dunning message, and holds or suppresses the ones that should not go.
XBRL and Inline XBRL filings
Tag the balance sheet, income statement and cash flow of a period with IFRS, ESEF, US GAAP or UK FRC concepts, and produce the XBRL instance and the Inline XBRL document a regulator asks for.
Reversing depreciation charged twice
Accounting › Duplicate Depreciation lists the months charged a second time before a month could only be charged once, and reverses each in one step.
Will this production order make money?
Manufacturing → Order Cost Projection: what each open production order is expected to cost, what it sells for, and a profit status on every row.
GSTR-1 for the portal, and reconciling GSTR-2B
GSTR-1 now carries the HSN summary and the documents issued per series, and downloads as the JSON the GST portal’s offline tool takes. GSTR-2B Reconciliation imports the portal’s GSTR-2B and matches it against your purchase invoices.
The Admissions Dashboard
Student Lifecycle › Admissions › Admissions Dashboard: applications, documents to verify, admitted and enrolled by programme and entry term, each figure opening the applicants behind it.
The Utilities Dashboard and Utility Account 360
The figures CRM › Utilities opens on — accounts, meters reporting, read exceptions, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and requests — each a link to its list; and everything about one account on one page.
Fund accounting: fiscal-year budgets, line accounts and the commitment lifecycle
For a government or nonprofit company that requires a fund on every line: budgets matched on the fiscal year (July–June and the like), AP and AR lines that keep their own accounts and cost centers, budget actuals by line, and a commitment that follows the requisition to the order and the bill and is released when any of them is cancelled.
Fund accounting: payments across funds, due to and due from, assets, grants and the bank
Payments, memos and reversals that settle fund by fund; Due to / Due from Other Funds when one fund pays for another; projects, settlement to assets and bank-statement lines in their funds; fixed assets with a class, cost center and accumulated depreciation, depreciated by fund; grants expended; and the book side of a bank reconciliation, with Void on a supplier payment.
Fund accounting: PO bills in their funds, Utilities accounts that move, cash position, statements by fund, Budget Transfers and Grant Claims
A supplier bill against a purchase order now carries the order’s cost center and fund; a changed Utilities account offers Move balances to new accounts; the cash position reads the ledger; statements filter by fund; Budget Transfers amend the budget and Grant Claims invoice the grantor, each approved by a second person; positions say open, partly filled or filled; and maintenance labor is absorbed, not accrued.
Documents and files
Attachments
Putting a file on a record, and where it actually lives.
Connected drives
Files that live somewhere else — the nine drive types, importing from them, and running that import on a schedule.
Printed forms
The invoice, the cheque and the purchase order as they leave the building — and changing the layout without a support ticket.
E-invoicing for Europe and Latin America
Issue customer invoices and credit notes as Peppol BIS 3, XRechnung, Factur-X, FatturaPA, KSeF or CFDI 4.0, check them against the business rules before they leave, and keep a record of what each network said.
ZATCA: numbers, forms, credit notes and the e-invoice
Under ZATCA a draft never holds a number from the issued series, a Saudi tax document prints only on a ZATCA form, a credit note that looks like another is questioned, and the E-invoice action writes ZATCA's UBL 2.1 XML (not stamped, not cleared).
Quoting a configured product
A line for a configurable product is sold as its configuration: a quotation becomes an order only when every such line has a finished one.
Saudi e-invoicing: ZATCA Phase 1
Customer invoices, credit notes and debit notes issued in Arabic and English with a QR code, numbered from one unbroken series and fixed once issued — standard or simplified, VAT categories from the tax code, the buyer’s CR number and national address, and the invoices posted before the switch issued too.
Uploading Word and text documents, and importing delimited text files
Word (.doc, .docx) and plain text (.txt) files can be attached wherever a PDF or a spreadsheet could, and their text is read. A delimited .txt — comma, tab, semicolon or pipe, saved as UTF-8, ANSI or Unicode — can be imported like a CSV. Every file is inspected first, and a file that is not what its name says, carries macros or is a program is refused, on imports too.
Setting the platform up
Companies and business units
Two levels of structure, what the company boundary actually separates, and what the unit switcher does to every list.
Roles and permissions
What decides whether you can see a screen, and the two things a role cannot get you around.
Configuration
Number ranges and the classification lists that fill dropdowns across the platform — per company, no release needed.
Master data
Items, customers, suppliers and workers — attribute groups, effective dating, and the two traps of organizational scope.
Custom fields and extensibility
Adding a field the platform does not ship, without a release and without touching the core tables.
The audit trail
What is recorded, how to search it, what can be switched off — and the two areas that cannot.
Background jobs and schedules
Work that runs without somebody watching it, and how to tell whether it ran.
Letting other software read your data
The API Studio: publishing one screen at a time, issuing a key, pinning it to an address, and the same publication as an MCP server for an AI agent.
Connecting to other systems securely
Connections over HTTPS or straight to a host and port, TLS 1.2 as the floor, certificates you upload, and a Test that says exactly what failed.
Keeping and removing old data
Retention policies: archive or purge finished data once it is old and untouched — nothing shipped, nothing on by default, and a preview before anything moves.
Connecting a bank
Four ways a statement gets in — signing in at the bank, an aggregator, a direct download, or a file — and what happens to the lines afterwards.
Coming across from another system
The migration cockpit: what comes over as records, what is archived instead, and why the cutover is a series of dated rounds rather than one weekend.
Additional fields
Ten spare fields on every screen, header and line — already there, hidden until somebody wants one. Show one on a list, switch one on in a form, and rename it only if you want to.
Service accounts
An identity for software — an integration, a scheduled export, the support desk — that holds roles like a person, never signs in to the console, and is never asked for a second step.
System monitor: work processes, traces, locks and sessions
What the platform is doing this second, the database work behind it, the locks it holds and who is signed in — and how to stop any of it.
The license and the data meter
What this installation is licensed on, the fee that implies, the data units it has consumed, and applying a new license key.
Backups of your own data
Taking a backup of this installation’s data, what it counts on the meter, deleting one, how one is restored, and the backups the platform takes before each release.
Define a configurable product in Excel: the configurator workbook
Download one workbook that holds the whole definition of one or more models, edit it in Excel, and upload it. Check reports every problem by sheet and row; Import writes everything in one transaction.
Give a customer their own portal sign-in
Invite a person at a customer; they see only their own invoices, orders, quotations, cases and returns.
Score leads with your own model
Weighted rules or a model trained on your converted and lost leads, grades A to D, and automatic qualification and routing.
Connect Shopify, Magento or Amazon
Online orders arrive as sales orders once each, stock is pushed back, and tracking goes to the channel.
Set up delegated heavy work for an agent
Create a delegate tool, grant it with the tools the worker will need, and give the right people the Heavy Worker and Agent Approver roles.
Let a prescriber sign controlled-substance prescriptions (EPCS)
A controlled substance is signed only by the prescriber, with two factors, after two other people have approved their EPCS permission.
Connect another system: HL7 v2 and the FHIR API
HL7 v2 ADT, results and pharmacy messages come in over HTTP, a folder or MLLP; orders go out. Other applications read the record through the FHIR R4 API with a client id and secret.
Setting up self service for employees, managers and HR
The three roles, the review queue, exit questionnaires and checklist template tasks.
Payroll outside the United States
Payroll follows the company's country. A company in India or Saudi Arabia sees its own pay codes, forms, overtime law and holidays, and none of the US federal and state machinery.
Set up an EDI trading partner
Exchange purchase orders, acknowledgments, ship notices and invoices with a customer or supplier in X12 or EDIFACT.
Importing configurations from a spreadsheet
Many configurations of one model — TG310, say — in one file, from a template whose columns are that model’s own questions.
A staged migration file, and what comes next
After a file is uploaded (staged), it is checked, then loaded. There is no Confirm step — Check it and Load it are the two.
Fund accounting and GL derivation rules
Funds, grants, programs and functions on every line — derived by the company’s own rules when a document is saved and again when it posts, with a trace on each line of which rule put each value there.
Each company sees only its own records
Where several companies share one installation, every list, record, search, report and lookup shows only the signed-in company's records.
What the shipped job roles may do
The shipped job roles now include the steps of their job that sit in another module, while still keeping the segregation of duties.
Who may adjust stock
An adjustment on Inventory (Bin Level) now needs add on Inventory Transactions. Add on Goods Movement is no longer enough.
Confined roles and the Employee role
A role limited to part of the organisation now stays limited when the person also holds the Employee self-service role.
Every action can be put on a role
Every button the server answers asks for a grant that Platform > Roles can give, or it is an administrator's, the person's own, or a routed approval.
Asking ASK what a person can reach
An administrator can ask ASK for a named person's roles, modules and screen permissions, for example: what module access does Suresh Kulkarni have?
What the finance jobs may do on their own
Cash application, supplier invoice matching, payment proposals, dunning, credit hold and the scheduled close steps find their work by themselves; what they may DO with it is the company's autonomy level for each job, and the default changes nothing.
E-invoices sent automatically, retried, on your own invoice form
An e-invoicing profile can submit every invoice when it posts, retry a failed send with back-off, and print the copy on the company's own invoice and credit note forms.
Positions whose department is not on the list
Departments that differed from the list only in case were respelled when this release was applied. The rest are kept as they were and show Department listed: No.
Sentinels: which warnings are worth having
Agentic AI, Sentinels lists every check, how often its warnings were heeded, and lets you switch a check off or change its thresholds for your company.
Company memory
TRANXACT remembers why things were decided: reasons given for saving past a warning, approval and rejection comments, changes confirmed in ASK, and outcomes worked out from the records, such as a supplier that delivered late on most recent orders.
Audit trail: what a change changed
An update in the audit trail now records each changed field with its value before and after, rather than what was sent.
Reading the clearinghouse inbox on a schedule
The Read the clearinghouse inbox job takes in the acknowledgements, claim status and remittances a clearinghouse leaves for you, exactly as if they had been uploaded, and reads each file once.
Board alerts are checked on schedule
The Job board alerts job checks every active alert whose next check is due, asks each of its boards through the board connection, records the new matches with a score, and tells the alert's owner.
The Data Steward role
A shipped role that works the duplicate list, keeps the data-quality rules, and approves or undoes merges. Give it under Platform, Access, Roles to whoever looks after master data.
Linking a user to an employee by searching
On Platform, Access, Users the Personnel number — HRMS field is a search: type a personnel number, a name or an email.
When an approval rule already exists
Saving an approval rule with the same conditions as an active one is refused, naming the one that exists; a rule that overlaps one asks whether to save anyway.
Build a multi-level approval in one go
On Requisition Approval Rules or PO Approval Rules, Build approval ladder sets up a rule and all its levels (2, 3, 5 or up to 7) on one screen and saves them together.
Who added an approval level
The Approval Levels list shows who added each level and when, and who last changed it; Level history on a rule lists all its levels with the same.
A company’s tax profile
Every company now says which tax and e-invoicing regime it works under (None, India GST, KSA ZATCA or US sales tax) on Platform → Company Structure. India GST switches GST on for that company; None switches it off.
India GST: the masters that changed
State 96 for a foreign buyer, reverse-charge codes that are always reverse charge, HSN rates with dates, the GSTIN check digit on the company’s own registrations, and the e-way bill threshold and validity on the Indian Entity.
ZATCA Phase 2: signing units, onboarding, clearance and the archive
For a Saudi company already on Phase 1: register a signing unit, onboard it with ZATCA (OTP, compliance checks, production certificate), switch Phase 2 on, and every invoice and note is stamped as it is posted. Standard invoices are cleared by ZATCA before they may be given to the buyer; simplified ones are reported within 24 hours. Submissions, a dashboard, an append-only archive and PDF/A-3 with the XML inside. Phase 1 companies are unchanged.
Signing webhook deliveries
Every outbound webhook delivery is signed with HMAC-SHA256. A webhook saved without a secret is given one, shown once; a webhook with no secret is shown as Unsigned — no secret set and its deliveries are not sent until one is set.
Making any field mandatory: Field Requirements
Platform › Customization › Field Requirements makes any field of any screen mandatory for your company — on every save or only before a step such as Submit, Approve or Post — and lists the fields a later step of the business flow reads.
Unsubscribe from email, and Email Suppressions
Every email carries an Unsubscribe button. An address that uses it is sent nothing by any company in the system, except a sign-in code or password reset the person asks for. Administrators see the list under Email Suppressions; re-subscribing needs a reason.
Sign-in methods for administrators
Platform › Users: which sign-in methods your company’s people may use, whether a second step is asked always, how long a device stays trusted, each person’s methods, and Reset sign-in methods. Passkeys must first be enabled for the deployment by its operator.
An agent from draft to running: model, owner, Publish and Enabled
An agent needs a Model from the list and an Owner, is published as a numbered version to become active, and runs only while Enabled. Runs name the model that answered and their cost, or say the cost is unknown.
Migrating from Odoo
What the Migration Cockpit does with an Odoo export: account types converted to the five kinds, vendor, customer and product hints, the default currency, warnings at the check, and invoice numbers kept as a reference under ZATCA.
Connections that are really ready
What a payment engine, an accountant’s engagement, an API client, a certificate, an email rule and the Teams, YouTube and LinkedIn connections need before they work — and what the screens now refuse.
Setting Utilities up: settings, cycles, rate plans, premises and routes
Before the first bill: Utility Settings (notice days, fees, deposits, read checks, ledger accounts, public forms), Billing Cycles, Rate Plans with their blocks and fees, Premises and Read Routes.
IoT meters: registering a device and how it signs its reads
IoT Devices: register an AMI or IoT endpoint, copy its secret (shown once), rotate it with New secret, and how the device signs each request to /api/public/utilities/iot/reads — with an example request, the limits and every answer it can get.
Utilities: ledger accounts, cost centers and leak adjustments
Utility Settings now name the receivable, cash, fee and leak-adjustment accounts and a utility cost center, and a rate plan its service-charge account and cost center, so a fund-accounting city posts out of the box; leak adjustments credit water lost to a repaired leak by the company’s policy, asked for on the bill and approved by a second person.
Demo companies that sign in without two-step verification
For operators: TRANXACT_MFA_EXEMPT_COMPANIES lets a deployment’s listed demonstration companies sign in with a password alone. Inert when unset; a company that requires two-step verification always still gets it.
Number ranges for every master and transaction record
Every record known by a code or a number now has a range of its own, by default, in every company — new ones included. Platform › Configuration › Core Settings › Number Ranges lists them by module, filters master and transaction data, says how each is numbered (System generated, Manually entered or Either) and refuses a next number at or below one already used.
Integrations: request bins refused, webhooks always signed, Set credential and Test, Microsoft Teams / Graph, pipeline rules and the API Call Log by Source IP
Connections, webhooks and pipelines refuse public request bins and tunnels unless an administrator records an exception; a webhook delivery is never sent unsigned; Set credential asks for what the connector authenticates with and Test tries it; Microsoft Teams / Graph is in the catalog; an active pipeline needs a destination and, if incremental, a Key line; and the API Call Log is broken down by Source IP, with repeated unauthenticated calls blocked and reported.
Labor distribution and the GL interface: Yardi Voyager, mappings, TEST and Go live, SFTP with a pinned host key, versions and exceptions
Every payslip is split by what the work was for — grant, property, program, fund, cost center, department — and the payroll journal is made into a file for the general ledger that receives it: Yardi Voyager’s journal ETL or a generic CSV or JSON, mapped and cross-walked, checked by control totals, sent as TEST until somebody accepts it, then live by download, HTTPS or SFTP to a pinned host key. Every version is kept; exceptions are corrected and reprocessed. For every company, in every country.
SAML single sign-on, SCIM provisioning and the Security administrator
Sign people in through your directory with SAML 2.0 — its metadata imported, every assertion signed, encrypted assertions if you require them — and decide per connection whether TRANXACT still asks its own second step. Let the directory create, change and deactivate people through SCIM 2.0 with a token shown once. Both are run by the Security administrator role and nothing else.
AI governance: AI Settings per area, AI Decision Reviews, the AI-use report and the AI Disclosure Register
Set, area by area, whether AI and automated decision tools may act — off, suggest-only or allowed — enforced where each tool runs: ASK, agents, resume scoring and AI summaries. Under suggest-only every AI output about a person opens a review a person decides. Download the AI-use report and the disclosure register for an audit or an RFP.
HR records: retention, legal hold, records exports and disciplinary actions
Keep HR records for as long as your policy says and then archive and purge them; place a legal hold that the database itself enforces; export everything about one employee, applicant, matter or the whole company as one sealed bundle; and record disciplinary actions that are rescinded, never deleted.
Fiscal year variants, fiscal years and fiscal periods, and number ranges fixed once in use
Each company cuts its own fiscal years: the calendar year, twelve months from another month, 4-4-5 / 4-5-4 / 5-4-4 weeks or thirteen four-week periods, with up to four special periods. Fiscal Years cuts a year into its periods, and a period’s code and dates can be corrected until its year has postings. A number range that has issued a number, or whose records exist, keeps its numbering; it can restart every fiscal year or fiscal period.
Deployment: who does what
Deploying TRANXACT: the map
The five phases of a customer deployment, who leads each one, the documents that define it, and which of these guides to read for what.
Who does what: roles and responsibilities
The five service categories, the four Delivery-by codes, the seven ways a task is ordered, the deployment crew and their counterparts, the shared responsibility model and the RACI.
Reading and scoping the R&R workbook
The nine chapters and their task counts, what every column means, the criteria columns that decide whether a task applies, the amber In Scope column, the seven packages, and the service request catalogue.
Deployment: architecture and network
Reference architecture and runtime
What is built in the customer’s cloud: the ingress, the three-node Kubernetes cluster across zones, the managed database with its standby, object storage, egress, the air-gapped vault, and the sizing knobs.
Staging the tenant: account, environments and access posture
Whose cloud account the deployment runs in, the separate vault tenant, which environments exist in which year, and whether the tenant is reachable from the public internet or only privately.
Network topologies
The five ways a customer network reaches TRANXACT, what the network team prepares for a VPN or a private connection, /22 address planning and the subnet layout, hub-and-spoke peering, DNS and certificates, egress, and operator access.
Availability, Live DR, backup and the vault
The three availability tiers, the continuity patterns with their RPO and RTO, how Live DR is proven and drilled, the backup policy per environment, long-term retention, and the air-gapped vault.
Security, compliance and data residency
The controls a customer switches on themselves, encryption and keys, patch targets by CVSS, security incidents and breach notification, customer penetration testing, ASK governance decisions, residency, and the evidence a customer can ask for.
Deployment: before, during and after
Before the contract: proposal, sizing and design
Documenting the interfaces, sizing for the peak, the usage tiers, service metrics, the solution summary, the bill of materials, the commercial model, assumptions, the non-standard log, and the pre-contract checklist.
During the deployment: onboarding, build and go-live
Provisioning, the timeline from signature to handover, the onboarding form and when each input is due, identity and communications, the migration cockpit, cutover, and the go-live gates.
After go-live: running the service
Service requests and the catalogue, incidents and what to do in a P1, the SLAs, support channels, releases, the governance cadence, monitoring, scaling, extensions, and the steady-state checklist.
T-Minus: the method
T-Minus: fixed date, flexible scope
Why T-Minus fixes the go-live date and flexes scope, the four traditional phases it removes, the five rules, why the commercial model points the same way, and the five measures a customer reads instead of a status deck.
T-Minus: the countdown, T-27 to T+30
Pre-flight, the five stages of the 27-working-day clock with their exit criteria and artifacts, the gates, the six workstreams, and how larger deployments add waves rather than longer phases.
T-Minus: mission control — who does what
Governance by a daily countdown: the two named owners and the crew, the RACI across the countdown, the 15-minute standup, the Fit Ledger, scope triage, and the countdown board.
T-Minus: configure and migrate
T-Minus: configure in the open
The daily configuration loop, the seven configuration days from T-17 to T-11, ASK as an accelerator, configure-never-code patterns, the per-module checklist, and integrations inside the countdown.
T-Minus: staging the migration — as-of, period and archive
Rule 4 and the three migration scopes, what an as-of migration loads, the three levels of period migration, how to choose per object, and the load sequence.
T-Minus: mock loads, reconciliation and the cutover runbook
The six-step Migration Cockpit flow, the mocks and the dry run with their acceptance thresholds, three levels of reconciliation, extraction patterns by source system, and the T-0 runbook hour by hour.
T-Minus: prove, go live and grow
T-Minus: testing and the rehearsal
The six test layers and when each runs, testing roles and segregation of duties, designing and running the rehearsal, the go / no-go criteria, and defect triage by severity.
T-Minus: adoption and change
Coaching in the flow instead of the classroom, the adoption journey per user, role readiness, the see-it / do-it / own-it change model, change impact, stakeholders, communications, and meeting resistance.
T-Minus: go-live, hypercare and T-Plus
What happens on T-0, hypercare from daily to absorbed, T-Plus waves, the artifact catalogue, using the Project Plans workbook, and the deployment checklist from pre-flight to hypercare exit.
Reference
Languages
Seventeen languages, what is translated, what deliberately is not, and the difference between a label and a record.
Getting help
Where a question goes, what answers it, and what to include when a person has to look.
Where things moved (September and October 2026)
Screens that changed module, sections and screens that were renamed so no two menu entries share a name, the duplicates that were removed, (12 October) country compliance moving into Accounting, and (13 October) Accounting in six groups and the report tiles moved into Reports & Analytics.
Configurator rules as sentences: the grammar
Every configurator rule can be written as one IF ... THEN ... sentence, in the workbook's Rules sheet or many at once under Rules as text.
ISIR layout: the positions TRANXACT reads
The key ISIR fields and the positions seeded for 2026-27, which must be checked against the ED ISIR Guide before a real file is loaded.
What changed (7 October 2026)
Line items take the whole width of every form again, and the ZATCA test findings: drafts never hold a final number, only ZATCA layouts print, a ZATCA e-invoice format, credit-note checks and headers that fit.
What changed (6 October 2026)
Saudi e-invoicing (ZATCA Phase 1) completed, customers’ cards, personal data kept away from AI, US sales tax and state and local payroll, fund accounting, India compliance, panel interviews, and the console’s own dialogs.
What changed (5 October 2026)
The menu down the left side, a configurable product’s recipe of fixed and variable materials and processes, student bills that follow their invoices, and the fixes behind the week’s tickets.
What changed (1 October 2026)
Sourcing responses scored and ranked as they arrive, awards in rank order, suppliers registered for spend categories, capital equipment drafted onto the asset register on receipt, readable kanban figures, clearer employee records — and, later the same day, sign-in for new people, per-line lead times, approvers named any way, units chosen from a list, and duplicates marked as reviewed.
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.
What changed (29 September 2026)
Approvals that follow the HRMS hierarchy, date filters on every date column, page controls on every list, a filter editor that reads as a sentence, search on every column, amounts in their own currency, Goods Receipts with serial numbers, purchase orders from what sourcing awarded, depreciation posted once a month, leavings planned ahead, and more.
What changed (late September 2026)
The license and data meter, backups of your own data and the platform’s, totals in the company’s currency, a company’s people brought together in CRM, messages you can close, working beside ASK — and at the end of the month, 360° on every line, purchase orders that re-route when they change, spare fields ready to use, imports that recognize a file, and Personalize for the main tiles and languages; and, last, purchase orders that always carry an organizational unit and go for approval when created, approvers named as the person, rules that re-route open orders when they change, copies judged like new documents, and an ASK that confirms every change.
Questions people actually ask
The dozen things that come up in the first month.
Glossary
The words this platform uses, and what it means by them.
Country compliance is part of Accounting
India’s screens, the US Sales Tax Wizard and the ZATCA screens are all in Accounting → Close & Compliance. Since 13 October 2026 a country’s screens appear for a company that operates in that country, not only one headquartered there. Old addresses still work.
Fixed on 12 October 2026
Overdue gauges taken out of use, requisition warehouses by unit, lists that say they are loading, late fees, automatic early alerts, assignment submissions, personnel actions, status wording and the side menu’s scroll; and later that day, imports and ASK in the selected company, number ranges for every company, late fees only on ticked bills, and the personnel action 360° view, pickers and cancel reason.
Fixed on 13 October 2026
Module reports moved into Reports & Analytics, Accounting in six groups, country compliance where a company operates, change control that keeps signatures and decisions honest, student bills that agree with their invoices, and personnel actions whose type must fit.
Fixed on 14 October 2026
Material Requirements Planning for a sales order and subcontracted operations, cost and price for configured quotation lines and configured lines from a file, enrolling a team on a training course, records and History in a person’s words, Ind AS and SOCPA principles, a project on requisitions, and signed webhooks.
Fixed on 16 October 2026
Field requirements for any field, key figures and a calendar on every list, teaching as the teacher does it, unsubscribe from every email, passkeys, biometrics and a PIN, agents that say which model ran and what it cost, Odoo migration, and 26 India tickets.
Fixed on 17 October 2026
CRM › Utilities, a customer information system for utilities and local government; Run MRP on a sales order from CRM; pop-ups that maximize and resize; and two fixes for phones and the line grid.
Fixed on 18 October 2026
Sales order to MRP, production and subcontracting with components provided; fund accounting for counties and cities; payroll to the cent and missing time; HR and self-service screens; Utilities ledger accounts and leak adjustments; maintenance from IoT alerts; Ask and Agentic AI; dates shown as the day they name; and an operator setting for demo sign-in.
Fixed on 19 October 2026
Sales order lines from an Excel template; configured lines in MRP and the bill as a tree; number ranges for every record; Ask that never changes anything without Confirm; fund accounting’s budget transfers and grant claims; integrations hardened; receiving only for receivers; and Agentic AI switches, ceilings and run counts.
HRIS/HCM capability map
Every HRIS / HCM capability area an RFP asks about — recruiting, core HR, benefits, time and payroll, learning, performance, reporting, integration, security, AI governance and records — with the screen that does it, as of release 20261022. Use it to answer an RFP line with the place a reviewer can see it working.
Fixed on 20 October 2026
Word and text uploads; payroll that prices benefit tiers, reads the W-2 from posted totals and honours an outside tax engine; clock punches, time policies and charging hours; labor distribution and a GL interface for Yardi Voyager; parallel payroll; US carrier files, ACA forms and garnishments; learning, skills and performance workflows; candidate messages and signed offers; SAML and SCIM; AI governance and HR records; and fixes to the sales-order line upload, bin dropdowns, Skills Verify and creating a company.
Fixed on 21 October 2026
Agentic AI evaluations, 360 cards, forms, workflow nodes, runs and incidents; ASK told which form is open; a field’s refusal said once, under the field; LinkedIn Page connecting on a current API version; and new lines on a partly delivered sales order.
Fixed on 22 October 2026
Fiscal calendars and number ranges fixed once in use; field help on every field; direct deposit and pay files; US Forms W-4 and I-9 and FMLA; identity verification by country; the careers site, Internal Jobs and calendar invitations; AI allowed by default for a new company; Tool Grants; the change board; quality inspections; configurable bills; 360° cards; ASK and gate entries.