Updating the master data

When you change master data in the accounting package, it is important that you also update the master data in TriFact365. This means that TriFact365 retrieves the new / changed data from the accounting package. Go through the step-by-step plan below to update the master data.

OPTION 1
Go to Settings Accounting records > 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 bare with the accounting record name;
  • or click on ‘Update’ at the bottom of the page.
Updating the master data

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