Sunday 18 February 2024

Automate Now!

Did you know that you can set up TrakIT to automatically take any number of actions after an event occurs? Automation is one of the system's core features.

Are you manually sending messages, documents, or reports to internal users, customers or vendors? Ask TrakIT Support to set up the system to automatically do what you need based on when you need it done.

Set up scheduled reports to send information to anyone based on specific filters.

Automatically send notifications and messages, as well as post documents to other systems via API or FTP. If there is something you need to do automatically, let us know and we will implement it.

TrakIT also supports TrakIT-to-TrakIT communication and updates. And provides webhooks for other systems to update data in TrakIT. We develop and implement custom integrations with external systems such as terminals, port authorities, and finance systems using any kind of file exchange format. 

Connect with TrakIT Support to learn more.

Monday 29 January 2024

Get Finance Notifications

With the latest update of TrakIT, you can now subscribe to the required notification for the Finance Module as well. This functionality is available for the sub-modules of Finance.

Go to System > Email Notifications > Finance tab.

Notifications can be received in the form of email, chat, SMS or WhatsApp. A user can only subscribe for notifications for themselves. 

For System Administrators, a list of all active users is displayed and the Admin can assign notifications for any user.

If the user has access to multiple companies, then the Company dropdown is enabled and displays the list of companies accessible for the selected User.

A user can only be subscribed for notification to any sub-module in case they have “Read” permission for that module. Otherwise, the checkboxes are disabled for that specific module.

Please note that SMS and WhatsApp notifications are enabled only if configured for your company and the selected user has their mobile number set in the user profile.

For any questions or concerns, please contact TrakIT Support.