Upload
You can upload documents via the portal, the email and/or the mobile app. Depending on the upload method, file formats are supported or not. Read more about uploading here.
TriFact365 supports the following file formats: .bmp, .doc, .docx, .gif, .jpg, .jpeg, .pdf, .png, .tif, .tiff, .xls, .xlsx, .xml. On upload Word and Excel files are converted to .pdf. If you want to upload a UBL invoice, make sure that both the .pdf and .xml file are attached in one e-mail.
You can find this email address in the administration settings. Go to Settings (cogwheel) > Administration. The email address can be found under the heading Mailbox. Would you like to read more about uploading via e-mail? Click here.
All documents uploaded in TriFact365, regardless of how, are visible in Received documents. Is a document marked with a red bullet? If so, it has not been processed and an error message is listed. Also check whether any documents are on Downtime.