Tutorials

Introduction

TriFact365 in 2 minutes

Starting with TriFact365

Link with accounting software

Adding an administration

Personal Settings

Upload

Uploading documents

Uploading with the mobile app

Mailbox

Users

Adding a new user

Changing your password

Two-Factor-Authentication 

Document processing

Checking the booking proposal

Splitting documents

Merging documents

Copying data from the invoice

Document approval

Authorising an invoice

Confirming an invoice

Authorising with the mobile app

Setting up an authorisation schedule 

Setting up a confirmation schedule

Email reminder
 

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