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Support > Upload and archive > Document types

Document types

Besides purchase and sales invoices, it is also possible to upload other business documents in TriFact365. See below per category which types of documents are available to set up. Click here to read more about setting up document types.

Purchase

  • Letter of demand
  • Packing slip
  • Payment reminder
  • Price list
  • Purchase agreement
  • Purchase conditions
  • Purchase invoice
  • Purchase order
  • Purchase quote
  • Shipping document

Sales

  • Letter of demand
  • Packing slip
  • Payment reminder
  • Price list
  • Sales agreement
  • Sales conditions
  • Sales invoice
  • Sales order
  • Sales quote
  • Shipping document

HR

  • Annual statement
  • Application letter
  • Certificate / diploma
  • Certificate of good conduct
  • Declaration of payroll tax data
  • Employment contract
  • Evaluation
  • Expense report
  • Identity document
  • Pay slip
  • Progress meeting
  • Residence document
  • Vacancy

Cash flow

  • Bank statement
  • Credit card statement
  • Cash statement

Financial

  • Annual accounts
  • Chamber of Commerce
  • Intrastat / CBS

Taxes

  • Corporation taxes
  • Dividend tax
  • ICP declaration
  • Income taxes
  • Payroll tax declaration
  • VAT declaration

Legal

  • Deed of incorporation
  • Management agreement
  • Settlement agreement
  • Statutes
  • Ultimate Beneficial Owner

General

  • Attachment
  • Conversation report
  • Email
  • Letter
  • Note

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