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Documentmanagement van TriFact365 levert kostbare tijdswinst op.
- Bulkdocumenten splitsen
- Documenten samenvoegen
- 55 documenttypen
Alles op één centrale plek
Voor factuurarchivering, bonnetjes en overige zakelijke documenten.
- Slimme zoekfilters
- Automatische audit-trail
- Ben jij klaar voor efficiënt documentmanagent?
Veelgestelde vragen
Ja, dat kan. Als beheerder bepaal je wie er toegang krijgt.
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.
Van alle handelingen wordt per document een audit trail (historie) bijgehouden. Je ziet wie, op welk tijdstip, welke handeling heeft verricht.
Ja! En met de juiste gebruikersrechten kan je zelfs over alle klanten zoeken.
Hier vind je een lijst met alle type documenten: https://www.trifact365.com/support/type-documenten/
Bekijk meer oplossingen
Klantportaal
Geef je klant toegang en automatiseer de aanlevering van boekingsstukken.
Scan en Herken
TriFact365 automatiseert de verwerking van bonnetjes, inkoop- en verkoopfacturen.
Autorisatieflows
Geef klanten autorisatieflows voor facturen. Met automatische blokkade voor betaling.