In most cases, this is due to changes made to the accounting package. The master data must then be updated. Read more about updating the master data.

You can upload documents via the portal, e-mail and the mobile app:
Portal: PDF (including bulk invoices)
Email: PDF (including bulk invoices) + UBL
Mobile app: Photos of receipts
Read more about uploading documents.

You can find this email address at the accounting record settings. To do this, go to Settings > Accounting records. The e-mail address is under the heading ‘Mailbox’. 

You cannot change a user’s email address. You can create a new user with the correct e-mail address (and delete the old user).

The invoice that you receive from TriFact365 is sent by email to the specified billing address. Would you like to send the invoices directly into the workflow?. Click here to read how you can set this.

Yes, we have a special accounting record setting available for this.
Read more about VAT exempt.

Yes, this is possible for most accounting packages.
Read more about blocked for payment

It differs per accounting system where the PDF is saved. See the links below:
PDF in AccountView
PDF in AFAS
PDF in Exact Online
PDF in King Anywhere
PDF in SnelStart
PDF in Twinfield
PDF in Unit4 Multivers
PDF in Visma eAccounting

Authorization is done before checking the invoice and confirmation is done after checking the invoice. When authorizing you approve or reject the invoice immediately after it enters the workflow of TriFact365. When confirming you approve or reject the final booking proposal of this invoice. After this the booking will end up in the accounting package.

To be able to authorize, the following must first be set:
Ensure that the user(s) have been granted the “Authorization” right
Ensure that the user(s) is/are assigned to the relevant administration(s)
Set an authorization schedule (Read more)
Set up email reminders if necessary (Read more)
After you have set this, the invoices can be authorized. Read more about authorizing invoices.

To be able to confirm, the following must first be set:
Ensure that the user(s) have been granted the “Confirmation” right
Ensure that the user(s) is/are assigned to the relevant administration(s)
Set an confirmation schedule (Read more)
Set up email reminders if necessary (Read more)
After you have set this, the invoices can be confirmed. Read more about confirming invoices.

How do I change the email address for billing?
NOTE: Only the ‘Owner’ of the account can change the e-mail address for billing. This can be adjusted in the Account details.
Read more about changing the email address for billing.

All processed invoices and receipts are kept in the digital archive as long as you have a subscription. Would you like to download the archive? Contact us or read more here.