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Support > Unit4 Multivers > Viewing PDF file(s) (Multivers)

Viewing PDF file(s) (Multivers)

TriFact365 automatically provides a URL (hyperlink) with a journal entry to Multivers. To open this in Multivers setting is required. Follow the steps below:

  1. In Multivers, go to Onderhoud > Algemene gegevens > Document rubrieken and click on Nieuw.
  2. Purchase invoices: Select Inkoopfactuur under Gelinkt and enter in the field Rubriek, Ingekomen facturen.
    (Note: Case sensitive! Ingekomen must start with a capital I)
  3. Sales invoices: Select Verkoopfactuur under Gelinkt and enter in the field Rubriek, Algemeen.
    (Note: Case sensitive! Algemeen must start with a capital A)
Aanmaken rubriek voor ingekomen facturen in Unit4

Viewing invoices from Multivers

All invoices sent after setting the Rubrieken, can be viewed from Multivers.

When you open a purchase invoice in Multivers, you will see the Document management button. This will open the corresponding invoice in TriFact365.

Document management knop in Unit4

Note

As far as we know, Multivers online has this as a standard feature. However, with Multivers server, an extra module (Document Manager) is required, which has to be purchased from Multivers. This extra module must also be enabled and accessible for the user to be able to use the function.