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- Behoud het archief, ook als je overstapt van boekhoudpakket
Geef klanten toegang
Hebben jouw klanten regelmatig informatie uit oude facturen nodig? Geef ze toegang tot het online archief.
- Voeg onbeperkt gebruikers toe
- Vind facturen eenvoudig terug
- Laat gebruikers alleen relevante facturen zien
Deel het archief met derden
Elke wijziging van elk document wordt automatisch vastgelegd. Op deze manier kun je vragen van aandeelhouders of andere stakeholders eenvoudig beantwoorden.
- Werk makkelijk samen met je klanten
- Achterhaal waar een factuur vandaan kwam en wie deze heeft ingeboekt
- Stuur de volledige Audit Trail mee naar het boekhoudpakket
Veelgestelde vragen
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 wordt per document een audit trail (historie) bijgehouden. Deze is voor elk document in te zien vanuit het archief. Gebruikers van AccountView, Exact Online, Snelstart en Visma eAccounting kunnen er ook voor kiezen om deze informatie als bijlage mee te sturen naar het boekhoudpakket.akket.
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.