Store financial documents in one place
Easily access, share and manage financial documents, invoices and receipts. Collaborate smoothly with colleagues and your accountant for efficient and organised administration.
Link with all leading accounting software
Comply with regulations
Keep receipts and invoices digitally for a minimum of seven years to comply with Tax Office requirements.
- Archive all entered receipts and invoices automatically
- View the journal entry and the document side by side
- Retain records, even if you switch accounting packages
Give colleagues access
Give colleagues access to the archive so they can quickly access old invoices without disturbing you.
- Add unlimited users
- Find invoices easily
- Show users only relevant invoices
Share the archive with third parties
Changes are automatically recorded, so you can quickly answer questions from auditors and stakeholders.
- Collaborate easily with your accountant
- Discover origin and responsible of an invoice
- Send editing history to your accounts
Frequently asked questions
Yes. This can be very useful if people want to have access to the archive.
The archive is searchable by name of relation, invoice number, booking number, subtotal, VAT amount, total amount. In addition, it can be filtered by administration, invoice type, invoice date and period. This makes it easy to find specific documents.
In TriFact365, an audit trail (history) is maintained per document. This can be viewed for each document from the archive.
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