If an automation task needs to be updated, users can click the Update option from the list. This will open a form with pre-filled fields containing the task's previous data. Users can edit any field they wish to change, and after making the necessary updates, they can click
The Charts of Account section in Tactani allows users to manage their financial accounts effectively. When you first navigate to this section, you’ll be presented with a list of existing charts of accounts. From here, you can create new ones by clicking the Create button, which will open a
The Financial Tracker Dashboard in Tactani provides a visual summary of your financial data, featuring two key graphs. The first is a vertical bar graph titled "Total Income vs Total Expenses," which displays a comparison of your income and expenses for each category. Right next to this, you&
The Financial Tracker is a powerful feature that helps users monitor and manage the financial aspects of their field activities. It provides an overview of income and expenses associated with various operations, making it easier to track financial performance across different fields and categories. With detailed graphs, account statements, and
Each automation task in the list has a Profile icon on the right side of its row. By clicking this icon, users can view the task’s details, such as the location parameter and other task-specific information. This profile gives a complete overview of the selected automation task.