TriFact365 Preview features

In addition to purchase and sales invoices, you can now upload and store 53 new document types in TriFact365. Click here to see which documents are available.

• Via Settings > Environment you can define which documents can be uploaded in TriFact365. All documents are sorted by category.
• Select by document type or directly for an entire category.
• At the administration level you can deviate from the default environment settings.

Do you work with multiple administrations in TriFact365? With the Administration Switcher you can easily select an administration to work in.

• Easily switch administrations via the blue menu. You no longer need to apply an administration filter in each screen.
• The tiles in the Dashboard automatically show your personal backlog for the selected administration.
• When you click on the Split, Authorise, Check or Confirm tile, you will go directly to the first document to be processed.
• The overviews in the Dashboard continue to contain data on all administrations.