Digitaal archiveren met TriFact365
Digitaal archiveren doe je met TriFact365 automatisch: je facturen, bonnetjes en documenten worden veilig bewaard en vind je razendsnel terug. Daardoor blijven je stukken leesbaar en terugvindbaar zolang je ze moet bewaren, en werk je volledig papierloos.
Koppel met alle toonaangevende boekhoudsoftware
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Wat is digitaal archiveren?
Digitaal archiveren, ook wel digitale archivering, is het veilig en doorzoekbaar bewaren van je administratie in de cloud, zodat er niets meer op papier hoeft. Facturen, bonnetjes en overige documenten blijven zo jarenlang leesbaar en vindbaar.
Zoek je iets specifieker? TriFact365 optimaliseert je complete pre-accounting, tot en met de journaalposten in je boekhoudpakket, en bewaart de documenten daarnaast in een eigen archief. Het aanleveren en classificeren gebeurt in het documentenportaal, en het verwerken en boeken van facturen staat op een aparte pagina. Bekijk ook alle type documenten die je kunt archiveren.
Hoe werkt digitaal archiveren?
Archiveren is geen stap die je zelf uitvoert; het gebeurt om de verwerking heen. Hieronder staat hoe een document in het archief komt, wat er met het document meegaat en hoe je het er weer uit haalt.
1. Het document komt binnen
Een factuur of bon komt binnen via het factuurmailadres, een upload, de mobiele app of Peppol, en bij het aanleveren kies je het documenttype. Die keuze bepaalt waar het document later in het archief terechtkomt.
2. De verwerking zet het archiveren in gang
Zodra een factuur of bon is verwerkt, wordt het document bewaard. Er hoeft niets te worden benoemd, opgeborgen of verplaatst, en je onderhoudt geen mappenstructuur.
3. Wat er meegaat
Drie dingen reizen samen: het originele document, de verwijzing naar de boeking in je boekhoudpakket en de audit trail van wie wat wanneer heeft gedaan. Doordat die set in het archief zit en niet in je pakket, blijven de documenten beschikbaar en herleidbaar als je van boekhoudpakket wisselt.
4. Weer terugvinden
Je zoekt op relatie, factuurnummer, boekingsnummer of bedrag en filtert per administratie, documenttype of periode. Collega’s en je accountant werken in datzelfde archief, dus een document hoeft niet doorgestuurd te worden om het te delen.
Voldoe aan de bewaarplicht
Bewaar bonnen, facturen en documenten minimaal zeven jaar digitaal en voldoe zo aan de eisen van de Belastingdienst. Bekijk hoelang je welke stukken moet bewaren in onze uitleg over de bewaarplicht.
- Zo voldoe je aan de fiscale bewaarplicht
- Papier vervaagt, digitaal blijft leesbaar
- Bovendien veilig en AVG-proof opgeslagen in de cloud
Alles digitaal archiveren op één plek
De basis vormen je inkoop- en verkoopfacturen en bonnetjes, die na factuurherkenning automatisch in je archief belanden. Daarnaast archiveer je in Preview (Beta) ook overige zakelijke documenten, netjes onderverdeeld per categorie.
- HRM, kasstroom en financieel (bv. loonstrook, bankafschrift, jaarrekening)
- Belastingen en juridisch (bv. btw-aangifte, statuten)
- Zo bewaar je al je documenten overzichtelijk op één plek
Documenten archiveren en snel terugvinden
Zoek en filter op relatie, factuurnummer, bedrag of periode en vind elk document binnen seconden. Vervolgens geef je collega’s of je accountant eenvoudig toegang tot hetzelfde archief.
- Zo vind je documenten terug met uitgebreide zoekfilters
- Bovendien per document een volledige audit trail
- Daarnaast onbeperkt gebruikers toevoegen voor samenwerking
Veelgestelde vragen
Je boekhoudpakket bewaart de boekingen; TriFact365 bewaart de documenten daarachter, met de audit trail die laat zien hoe ze zijn behandeld. Omdat het archief los van je pakket staat, blijven je documenten beschikbaar en doorzoekbaar als je van boekhoudpakket wisselt, en geef je je accountant toegang zonder iets te exporteren.
Zodra je een factuur of bonnetje hebt verwerkt, wordt deze automatisch in je digitale archief bewaard. Daarna vind je alles terug in de cloud, zonder dat je zelf iets hoeft op te bergen.
De basis zijn inkoop- en verkoopfacturen en bonnetjes. In Preview (Beta) archiveer je ook overige documenten, zoals loonstroken, bankafschriften en contracten. Bekijk de volledige lijst met type documenten in ons helpcenter.
De bewaartermijn wordt door de Belastingdienst bepaald, dus kijk na wat voor jouw stukken geldt. Wat TriFact365 levert is wat die regels in de praktijk vragen: documenten die de hele termijn leesbaar en terugvindbaar blijven, veilig en AVG-proof in de cloud, met een audit trail per document.
Je zoekt op onder andere relatie, factuurnummer, boekingsnummer en bedrag, en filtert op administratie, type factuur, datum en periode. Zo vind je specifieke documenten in seconden terug.
Ja. Je voegt onbeperkt gebruikers toe, zodat collega’s of je accountant hetzelfde archief kunnen raadplegen. Daardoor werk je eenvoudig en veilig samen.
Ja. Voor elk document legt TriFact365 een audit trail (historie) vast, die je vanuit het archief inziet. Zo is altijd herleidbaar wie wat en wanneer heeft gedaan.
Bekijk meer oplossingen
Document Hub
Verzamel en verwerk documenten via je favoriete invoerkanaal.
Factuurherkenning
Je eigen boekhoudrobot. Nooit meer facturen en bonnetjes overtypen.
Workflows
Maak autorisatieflows voor het goedkeuren van facturen.