Store financial documents of all your customers in one place
Consult, share and manage documents, invoices and receipts. This makes it easy to collaborate with your customers.
Link with all leading accounting software
Comply with regulations
Keep receipts and invoices for at least seven years. Comply with Inland Revenue requirements by archiving these documents digitally.
- Archive all entered receipts and invoices automatically
- Open the journal entry and the source document side by side in one screen
- Retain records, even if you switch accounting packages
Give customers access
Do your customers regularly need information from old invoices? Give them access to the online archive.
- Add unlimited users
- Find invoices easily
- Show users only relevant invoices
Share the archive with third parties
Any change to any document is automatically recorded. This way, you can easily answer questions from shareholders or other stakeholders.
- Collaborate easily with your customers
- Find out where an invoice came from and who entered it
- Send the complete Audit Trail along to the accounting package
Frequently asked questions
Ja, dat kan. Dat kan bijvoorbeeld handig zijn als meerdere medewerkers van de klant
Het archief is doorzoekbaar op naam van relatie, factuurnummer, boekingsnummer, subtotaal, BTW bedrag, totaalbedrag. Daarnaast kan gefilterd worden per administratie, type factuur, factuurdatum en periode. Hierdoor is het eenvoudig om specifieke documenten terug te vinden.
In TriFact365, an audit trail (history) is maintained per document. This can be viewed for each document from the archive.
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Customer portal
Give your customers access and automate the delivery of booking documents.
Invoice automation
TriFact365 automates the processing of receipts, purchase and sales invoices.
Authorization flows
Give customers invoice authorization flows. With automatic payment blocking.