TRANXACT Help
Every screen in the platform, what it holds and what it does — written from the product itself, so it says what the console actually draws.
Modules
Accounting
General ledger, payables, receivables, assets, and cash — the enterprise book of record.
CRM
Accounts, sales automation, service cases, and field service — closed-won deals bill through Accounting.
HRMS
Personnel, time, leave, benefits, training, and payroll — payroll posts straight to the general ledger.
Supply Chain
Items, suppliers, purchasing, bin-level inventory, and warehouse execution. Receipts accrue GR/IR in Accounting.
Manufacturing
BOMs, routings, work centers, and production execution with lot genealogy and WIP accounting.
Student Lifecycle
The student lifecycle end to end — admissions through teaching, assessment and graduation to alumni, with billing, aid and the safeguards alongside. Bills raise real receivables in Accounting; faculty are real people in HRMS.
EHR
Patient records, encounters, medication safety, orders and results. Encounters bill through Accounting.
Talent & Contingent Workforce
Staffing end to end — clients and their programmes, job orders, the candidate database, submissions, offers and placements, and then the half that only starts once somebody is placed: work orders, timesheets, client invoices, contractor pay and the compliance that can stop all of it. Invoices raise real receivables in Accounting; a converted contractor becomes a real employee in HRMS; a placed student writes back to their own record in Student Lifecycle.
Agentic AI
Agents that do work, the workflows that orchestrate them, and the systems they reach. An agent is not a chatbot and not a batch job: it chooses its next step at run time, against tools it was granted, under limits somebody set. Every one of those choices is recorded — which model, which version of which prompt, which tools it held, what it called, what came back, what it cost and who approved it — because "the agent did it" is not an answer anybody can audit.
Platform
The layer that runs underneath every application rather than inside one: who may sign in and what they may do, the automation that reacts to what happens anywhere, the connectors and pipelines that move data in and out, and the analytics that read the whole estate. Administration lives here too — the split between the two was never legible, and both are the platform rather than the business.
Help & Support
Log a problem and get an answer. Most questions have been answered before and are answered again straight away; anything that has not goes to a person. For anything you would rather just ask, ASK is in the corner of every screen, including this one.
New to TRANXACT?
Read Getting started, then Narrowing a list. Those two cover the mechanics every one of the 845 screens shares, and most questions after that are about a particular screen rather than about the platform.
Want to be walked through it?
The training site takes the same 845 screens interactively, one step at a time, with a check at the end of each lesson.