TRX Manuals Home
The TRX Manuals provide an in-depth look at all the screens and fields in TRX.
For more specific user guides, please see the Concepts section of the module, or the https://sunsofterptampa.atlassian.net/wiki/spaces/SKB.
To save any parts of the manual to PDF or Word, use the Export function, found under the 3 dots at the top.
- 00 G/L - General Ledger Manual
- 01 A/P - Accounts Payable Manual
- 02 A/R - Accounts Receivable Manual
- 00 A/R Concepts
- Customers
- A/R Inquiry
- AR Transaction Processing
- Enter Query Recurring Invoices
- Deposits
- Cash Receipts
- Adjustments
- Refunds
- Collections
- Commissions
- Credit Cards - A/R
- G/L Period Processing (AR)
- Customer Reports
- Aging Reports
- Month End Invoice/Tax
- Refund Report
- Salesperson Reports
- Export Reports
- A/R Special Functions
- Monthly Billing - Invoices and Statements
- 03 BNK - Banking Manual
- 04 P/A - Projects Manual
- 05 TSE - Time Sheets Manual
- 06 INV - Inventory Manual
- 07 PUR - Purchasing Manual
- 08 ORD - Order Entry Module
- 00 ORD Concepts
- Load Orders from AQ
- Order Processing
- Order Shipping
- Order Invoicing
- Order Query/Change
- Order Query
- Order Shipping Inquiry
- Order Fulfillment Inquiry
- Back Order Fulfillment
- Cancel Order
- Copy Order
- Order Export
- Order Document Notes
- RMA Processing
- Sales Persons & Commissions
- Price Rules
- Reports (ORD)
- ORD Special Functions
- 09 QES - Quoting Manual
- 10 POS - Point of Sale Manual
- 11 PRD - Production Manual
- 12 BOM - Bill of Materials (BOM) Module
- 13 SVC - Service Module
- 14 API - API Manual
- 15 EDI - EDI Module
- 16 SYS - SYS Manual
- 00 SYS Concepts
- Company Setup
- Branch Setup
- Change Company
- User/Company Access
- User Setup
- Groups
- Assign User To Groups
- Group Access
- Auto Open
- Favorites
- Login Messages
- Email Controls
- Address Templates
- Tax Authorities
- Freight Classes
- Custom Menu Setup
- Object Status
- Deadlocks
- New Company Wizard
- Import Wizard
- DBA Admin
- Help Screen Setup
- 17 SKB - Training Materials