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How to create a document timeline in TranZact?

Ahsan Khursheed . Nov 22, 2024

A:

TranZact automatically generates a timeline for every document (such as sales orders, purchase orders, or invoices) to assist you in monitoring the complete lifecycle of a transaction. This timeline features important events, including order placement, invoice issuance, payment status changes, and delivery notifications. You can effortlessly access this history for each transaction, aiding you in keeping a clear activity record and ensuring transparency within your team.

Nov 25, 2024

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