Document archiving: one archive for all your administrations, separate from your accounting software
Search all your administrations at once and open the invoice with the journal entry and the history. If you switch packages, everything stays, with no migration.
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Why archive invoices digitally alongside your accounting software?
When your accountant has a question or there’s an audit, you want the original at hand quickly, with the journal entry. With an archive alongside your accounting software you find it faster, and it stays put.
- Search all administrations at once, without switching per administration.
- Separate from your package: your archive stays, whatever your accounting software becomes.
How long you need to keep your records is explained in how long to keep records.
How to find an invoice
By supplier, invoice number, amount or period, across all your administrations too.
All administrations
Search across all your administrations
Unlike in your accounting software, in the TriFact365 archive you search all your administrations at once. Handy when an invoice has ended up in the wrong administration.
Prefer to work in one administration? Switch with the administration switcher.
Search
Filter and sort on every column
From administration and relation to booking period and VAT. The newest journal entry is at the top.
Open
Document, journal entry and history
Double-click a row and you see the document with the journal entry and the history: every step the document went through. Download via the menu.
Export
To Excel, or everything at once
Export the table per page or in full. If you want the whole archive with all PDFs, support takes care of the export.
Permissions
Decide who sees the archive
With the Archive permission a user sees the complete archive of the administrations they have access to. Anyone without that permission only sees what belongs to their task.
Collaborate
Share your archive with your accountant
Give your accountant or tax adviser their own login with only the Archive permission, for the administrations needed. Temporarily for year-end closing or an audit, or ongoing.
No migration: your archive stays, even when you switch packages
If you switch accounting software, your archive simply stays in TriFact365. The old documents are retrievable straight away, next to the new ones.
More than just purchase invoices
The archive keeps everything processed through TriFact365, per administration and per type. You organise contracts, payslips and other documents in the Document Hub.
- Purchase invoices
- Sales invoices
- Receipts
- Expense claims
- E-invoices
- Credit notes
What does document archiving with TriFact365 cost?
The archive is included in every plan, with search, filters and export to Excel. Documents and journal entries are kept for as long as you’re a customer.
Document archiving for every administration
Businesses
One or more administrations
All documents per administration together.
Firms
Client administrations
Everything retrievable, including for year-end closing.
After a package switch
Continuous archive
Old and new documents side by side.
Questions about document archiving?
In a demo we show how you find an invoice in your package and your administration.
Document archiving in TriFact365, at a glance
- Kept for as long as you are a customer
- Filter on any column
- Sort on any column
- Document and journal entry together
- History per document
- Download
- Export to Excel
- Per administration
- Purchase and sales
- Receipts and expense claims
- Independent of your accounting software
Frequently asked questions about document archiving
TriFact365 stores all your processed documents and journal entries for as long as you’re a customer. If you cancel, access to the archive ends too, so request a full export beforehand. With most packages the PDF also goes along with the journal entry. How long you are legally required to keep your records is explained in our article on retention requirements.
You export the table to Excel yourself, per page or all pages. If you want everything in one go, including all PDFs, support takes care of the export. That costs €80 excl. VAT per 10 administrations.
Some packages don’t allow it. The document stays retrievable in the TriFact365 archive, with the journal entry.
Yes. The archive lives in TriFact365 and is separate from your accounting software.
Every invoice retrievable, with the journal entry
Start free and build your archive from your first document.