TBA Foundation · Lesson 3 of 9 · about 1½ hours
After this lesson you can #
- Search before you add, so you do not create duplicates.
- Explain why TBA voids posted records instead of deleting them.
- Add attachments and use comms on a record.
- Use the audit log to see who changed what.
Why it matters #
Most mistakes in business software are duplicate records and “fixed” history. TBA is built to prevent both, and the habits in this lesson keep your records trustworthy.
Read #
The big picture #
Pages come in three kinds: lists and Find pages to look things up, and edit pages for one record. Always search first. When a record has been posted to the books (an invoice, a payment, a bill) you do not delete it: you void it. A void reverses the accounting and leaves a visible trail, so the books still balance and you can always see what happened. Records can carry attachments (files and photos) from the left sidebar, and comms keep notes, calls and emails with a client, order or invoice. The audit event log shows who did what and when, including the history of one record.
Try it #
- Search for a client by part of their name. Then try one that does not exist.
- Attach a photo to a record.
- Open the history of one invoice in the audit log.
Check yourself #
Can you explain, in a sentence, why a posted invoice is voided and not deleted? A practice quiz and certification exams are planned for a later release.
