Tutorials

Introduction

TriFact365 in 1 minute

Invoice processing 1 minute

Starting with TriFact365

Invoice processing 1 minute

Adding an administration

Add administration

Personal Settings

Personal settings

Upload

Uploading documents

Uploading with the mobile app

TriFact365 - Uploading with the mobile app

Received e-mails

Received e-mails

Received documents

Received documents

Users

Adding a new user

Add user

Changing your password

Password change

Two-Factor-Authentication 

Two-factor Authentication

Document processing

Checking the booking proposal

Check journal entry proposal

Splitting documents

Splitting documents

Merging documents

Merging documents

Copying data from the invoice

Copying data

Document approval

Authorising an invoice

Authorisation portal

Confirming an invoice

Confirmation portal

Authorising with the mobile app

TriFact365 - Authorising or Confirming with the mobile app

Setting up an authorisation schedule 

Set up authorisation

Setting up a confirmation schedule

Set up confirmation

Email reminder

Add e-mail reminder

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