When you change master data in the accounting software, it is important that you also update the master data in TriFact365. This means that TriFact365 retrieves the new / changed data from the accounting software. Go through the step-by-step plan below to update the master data.
Option 1
Go to Settings (Cogwheel) > Administrations > Pencil and click on Update at the bottom of the page.
Option 2
You can also update the master data while checking and processing invoices:
Got to the Backlog and click on the status Check. Click in the Check screen on the Update master data button underneath the grey bar with the administration name.
