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 voldoe je moeiteloos aan de bewaarplicht en werk je volledig papierloos.
Koppel met alle toonaangevende boekhoudsoftware
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Wat is digitaal archiveren?
Digitaal archiveren is het veilig en doorzoekbaar bewaren van je administratie in de cloud, zodat je niets meer op papier hoeft te bewaren. De kern is factuurarchivering: TriFact365 gaat automatisch je facturen archiveren, doordat inkoop- en verkoopfacturen en bonnetjes na verwerking meteen in je archief worden opgeslagen. Daarnaast kun je in Preview (Beta) ook overige zakelijke documenten archiveren. Bekijk alle type documenten die je in TriFact365 kunt gebruiken.
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
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.
Ja. Je administratie blijft digitaal en leesbaar bewaard, zodat je voldoet aan de fiscale bewaarplicht van minimaal zeven jaar. Bovendien staat alles veilig en AVG-proof in de cloud.
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.