Contents

• Introduction
• Start Transactor
• Using the Main Form
• Start a New Job
• Book in a Job
• Book out a Completed Job
• Copying a Job Document
• Search for Jobs and Customers
• Edit or Delete a Job
• Customer History Viewer
• Manage Payments and Remittances
• Add a New Customer
• Add a New Product Item
• Printing Monthly Invoices and Statements
• Batch Invoices and Statements
• Print Manager's Financial Report
• GDPR features
• Next steps
  • Clear the demo data and start from fresh
  • Setup Transactor for your lab
  • The Setup Wizard
  • Emailer Setup
  • Move from Transactor 6 or 7 to 8
    • Transactor Lab Manager 7 users
      • Transactor 7 is on the same PC as Transactor 8
      • Transactor 7 is on a different PC to Transactor 8
    • Transactor 6 users
      • Transactor 6 and 8 are on the same normal PC
      • Transactor 6 is on a different PC to Transactor 8
      • Transactor 6 is on a different PC to Transactor 8, which is 64 bit
      • Transactor 6 is not available, but you have a backup
  • Hot Keys
  • More features
• Frequently Asked Questions
• What is Transactor V8