TM Getting Started: Reviewing Transactions

This session is part of our new TM Getting Started webinar series designed to help you master everyday processes with confidence. Together, we’ll walk through real scenarios and share practical best practices.

Transactions drive your operations, the real power is in knowing exactly how to review and act on them.

During this session, we’ll guide you through the essentials of transaction handling so you can work faster and smarter.

In 30 minutes, you’ll learn how to:

• Navigate the transaction page with ease
• Understand transaction types and what they mean
• Review statuses and take the right actions every time
• Get a clear view of financial transactions to avoid mistakes