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Support > Check / Settings > Updating the master data

Updating the master data

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 > Magnifying glass and click on ‘Update’ at the bottom of the page.

OPTION 2


You can also update the master data while checking and processing invoices:

  • Click on the rotating arrows in the grey bar with the administration name
  • Or click on ‘Update’ at the bottom of the page
TriFact365 creditor masterdata
TriFact365 update masterdata button