During the subscription term, TriFact365 stores all invoices and receipts in a digital archive as an additional service to the accounting software. Some accounting software don’t allow an import of the PDF file of an invoice. In these cases, the digital archive in TriFact365 is a must.
How does the Archive work?
The Archive is set up as shown below. With the search options at the top, you can filter invoices by administration, type, relation, invoice number and entry number. If you would like to sort the records in descending / ascending order, click the column.
Clicking the Magnifying glass will open the details of the financial entry. Users will have access to, for instance, the journal entry, audit trail and master data of the supplier/customer. When clicking the PDF icon the original PDF file wil be opened.