TRANXACT.AI Help
Module

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.

8 groups · 21 sections · 85 screens

Access & Security

Who may sign in, what they may reach, and what they did.

Access 7

Who may sign in, which directory vouches for them, what they may reach once they are in, who is signed in at this moment, the duties that must not be combined, administrator authority borrowed for a fixed window, and one person’s identity borrowed for another to debug with.

Assurance 3

What was done, by whom, and how the platform is performing.

Configuration

The company tree, the numbering, the lists, and what this company has added.

Configuration 5

The company tree, the numbering, the lists every module chooses from, and the numbers the platform itself runs on.

Classification 5

Category sets and their trees, descriptive attributes, and the shared address book — the spine every master stands on.

Customization 2

Fields and logic this company has added. Held in a schema of their own and presented by an outer join, so no table the product ships is altered and an upgrade is never blocked by them.

Automation

Work that happens without anybody doing it, at one record or at a million.

Automation 3

Work that happens because something happened, without anyone doing it.

Batch 6

Mass functions: the jobs every module runs over many records at once, the run books that order them, and what each run actually touched. A job that takes longer than anybody will wait runs in the background, and one nobody should have to be awake for runs on a schedule.

Business Flows 8

The chains that cross module boundaries — procure to pay, quote to cash, hire to retire — counted rather than drawn.

Connectivity

What is connected in, what reaches out, and what money and public comment come through.

Integration 4

What is connected, and what is flowing.

APIs & Events 3

The way other systems reach in, and the way this one reaches out.

Payments 3

Card and wallet engines, what they charge, and what they took.

Social Listening 2

The social accounts this company listens through, what each one watches for, and the thresholds applied to everything that arrives. The signals themselves are worked in CRM → Social Desk.

Data & Documents

Where files live, what leaves as paper, and the shapes and sets generated here.

Drives & Files 3

Google Drive, OneDrive, SharePoint, Dropbox, Box, Amazon S3, Azure Blob Storage, Google Cloud Storage and WebDAV — the places this company already keeps files. Connect one and every screen that wants a file can take one from it, and anything TRANXACT produces can be written back to it.

Content 4

Where documents come from, what was found in them, and what they are attached to.

Printed Forms 2

The invoice, the cheque, the purchase order and every other document this company sends out — drawn on the page rather than written in code. One of each ships with TRANXACT carrying the TRANXACT mark; upload your own logo under Personalize and every form takes it, without any of them being edited.

Geometry & Generation 5

The shape of a part or a body, and data that never belonged to anybody.

Insight

Governed datasets, the numbers defined once, and the catalog over them.

Analytics 5

Governed datasets, the numbers defined once, and the boards that show them.

Reporting 2

Executive, management, operational and audit reporting over this module’s records.

Operations

Coming across from the old system, and whether this one is well.

Legacy Migration 9

Bringing a company across from the system it is leaving — masters and open transactions through the application, closed history archived rather than re-posted.

Health 3

What is working, and what needs attention.

More

Reachable by link 1

These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.