Updates

TriFact365 is continuously in development. New functionalities are developed and improvements are implemented on a regular basis. Because TriFact365 is 100% cloud-based, you will automatically work with the latest version. No manual installations required anymore! View the latest improvements and new features here.

  • Undo actions

    Have you accidentally deleted or finalised something in an overview? From now on, it’s possible to undo these actions. This way, you can easily reverse a mistake without losing anything.

    • Click the ‘Undo’ button in the message that appears after you’ve carried out the action.
    • This notification remains on screen for a few seconds. If you move the mouse pointer over it, the notification remains visible as long as the pointer is over it.
    • This feature is available on all overviews where you can delete or finalise something.

  • New version of the mobile app

    The mobile app is available to download from the App Store and Google Play Store.

    • Logging in with a PIN code is now mandatory.
    • Option added to log in using facial recognition or fingerprint instead of a PIN code.
    • Haptics added to various actions in the app.

  • Revamped wizard for links

    We have updated the wizard for creating links.

    • On the ‘Links’ screen, you can now create a new link straight away without having to go to a new screen first.
    • Clear download buttons are displayed when a manual and/or installation files are available.

  • Various bug fixes and improvements

    • General: Toggles (Yes/No) can now be operated using the Tab and Enter keys, and are included in the Tab order on the screen.
    • General: The browser’s ‘Back’ button doesn’t work correctly on the Split, Authorise, Check, Confirm and Rejected screens. (RESOLVED)
    • Check: You can now use the arrow keys to increase or decrease the Invoice Date, Due Date and Period.
    • Check: The standard account is now always taken from the customer/supplier, regardless of whether the journal entry consists of one or more entry lines.
    • Recognition: Existing customers and suppliers are now identified more reliably on the basis of their master data.
    • Overviews: Navigating through the filters using the Tab key doesn’t works reliably. (RESOLVED)

  • Various improvements

    • Account details: ‘Agreements’ tab removed. This will be discontinued with the new general terms and conditions.
    • Automatic logout: You will be automatically logged out after 30 minutes of inactivity. One minute beforehand, a countdown timer will appear to warn you.
    • Edit user: After sending an activation link or resetting two-factor authentication, the ‘Undo changes’ button appears incorrectly. (RESOLVED)
    • Personal settings: Flags have been added to the Language setting.

  • Various bug fixes and improvements

    • Account details: The performance of loading account details has been improved.
    • Administration switcher: The administration remains selected after it has been deleted. (RESOLVED)
    • Add administration: For integrations with Exact Online, only the first 200 administrations are available to add. (RESOLVED).
    • Authorisation and Confirmation overview: The ‘Users’ filter now displays all users with authorisation or confirmation rights, rather than just the first 10.
    • Authorisation and Confirmation schedules: The ‘Users’ filter now displays all users with authorisation or confirmation rights, rather than just the first 10.
    • Check: Merging entry lines is not applied from the supplier/customer settings when automatic line recognition is disabled. (RESOLVED)
    • Reactivating a user sometimes doesn’t work. (RESOLVED)

  • Improved AI recognition

    Last week, we improved the AI recognition in the following areas:

    • Suppliers and customers: Once a document from a batch has been processed, supplier and customer recognition for the subsequent documents in the same batch is improved.
    • Invoice date: US date formats (MM-DD-YYYY) are now recognised more accurately.
    • VAT amount: Reverse charged VAT and zero rates (0%) are now recognised more accurately.

  • Various bug fixes and improvements

    • Check: When you use the keyboard shortcuts ALT + M and ALT + N, the first field in the relation master data becomes active, so you can start typing straight away.
    • Check: Dropdown fields and calendars in the booking details are hidden beneath the entry lines when the PDF viewer is opened in a separate window. (RESOLVED)
    • Check: The values in ‘From’ and ‘To’ fields are sometimes not visible after a document has been rejected or restored. (RESOLVED)
    • Check: When you click the ‘Proposal’ button whilst an existing customer/supplier is selected, the code of that existing customer/supplier remains visible. (RESOLVED)
    • Overview | Current administration: The table ‘Top 5 – Documents to be confirmed per user’ is not visible if, as an Administrator or Owner, you have not assigned the administration to your user. (RESOLVED)

  • Improved AI recognition of amounts

    We are constantly working to improve our AI models for invoice and line recognition. Recently, we have improved the recognition of the following fields:

    • Amount (excl. VAT)
    • VAT
    • Total amount

    We expect to see further improvements in the recognition of different fields in the near future.

  • New knowledge base

    Our knowledge base has been completely revamped, so you can find the right answer to your questions more quickly.

    • Articles are now organised more clearly, making it much easier to browse by topic.
    • Our smart AI search function suggests relevant solutions.
    • We are working on a number of new features that will follow soon:
      • Chat directly with an AI-bot or a member of our team if you’re unable to resolve the issue yourself,
      • Submit a support request straight away, so you no longer need to switch between different channels.

  • New way of logging in

    Recently, we have been working hard on a new way of logging in. The login screen has been redesigned and we made the automatic logout after 30 minutes of inactivity smarter.

    • The portal and the mobile app now use the same login screen.
    • Users working only in the mobile app must now also change their password every 210 days for security reasons. This was previously only the case if you (also) work in the portal.
    • After 30 minutes of inactivity in the portal, the user is automatically logged out. Previously, the user was logged out only when an action was performed. Now, the user receives a notification after 30 minutes of inactivity.

  • Various bug fixes and improvements

    Improved
    • General: Updated design of all pop-up windows.
    • Check: In the absence of payment conditions, the due date shows ‘Invalid Date’. (RESOLVED)
    • Check: In the absence of payment conditions, skipping documents does not work. (RESOLVED)
    • Check: Added validation for the maximum number of characters (25) for an invoice number in SnelStart.
    • Check: Due date is not recalculated when the invoice date is copied from the PDF. (RESOLVED)
    • Split: Documents larger than 100 pages are sometimes not split (RESOLVED).

  • New version of the mobile app

    Improved

    The mobile app can be downloaded from the App Store and Google Play Store.

    • Various bug fixes and performance improvements

  • Menu item for keyboard shortcuts

    There are several keyboard shortcuts (hotkeys) to use in TriFact365.

    • When hotkeys are available in a screen, you can now access them via the question mark (?) in the blue menu.

  • Filter by date range

    Improved

    In overviews with dates, you can filter by date range. We have now added some default date ranges to make filtering even easier. The following date ranges are available:

    • This week / last week
    • This month / last month
    • This quarter / last quarter
    • This year / last year

  • New status page

    New

    Our revamped status page shows the real-time status of TriFact365 and our services and integrations. Are there any current issues? Then you can read what’s going on and follow the progress of the solution.

    • The question mark (?) in the blue menu allows you to check the current system status.
    • Are there any current issues? Then you will see a notification in TriFact365.

  • New success notifications

    New

    While processing documents, you now get a clear notification when an action has been performed successfully. This notification is displayed at the top right of the screen.

    • Authorise/Confirm: Notification after successful execution of Approve and Reject.
    • Check: Notification after successful execution of Change type and Delete.
    • Rejected: Notification after successful execution of Restore and Delete.

  • New version of the mobile app

    New

    The mobile app can be downloaded from the App Store and Google Play Store.

    • Upload: Create high-quality scans of your documents directly from the app with the new scan function.
    • Authorize and Confirm: Prefer not to swipe to approve documents? Turn this option off via Settings.

  • Various improvements

    Improved
    • General: Digital signatures in PDFs are now visible during document processing.
    • Check: After updating the master data, a message appears whether the update was successful or unsuccessful.
    • Menu: Updated icons + highlighting of currently active page.
    • Received emails: Emails that cannot be processed due to an SPF error are not displayed. (RESOLVED)

  • Performance improvements

    Improved
    • When loading and sending documents, the spinner has been replaced by grey bars (‘skeleton loader’) in the screen.
    • Various performance improvements for loading and sending during document splitting, authorising, checking, confirming and merging.

  • New version of the mobile app (v3.6.1)

    New

    The mobile app can be downloaded from the App Store and Google Play Store.

    • New way of logging in.
    • Added support for login with two-factor authentication.

  • Various improvements

    Improved
    • Account details: Added hotkey for saving company data.
    • General: New updates and announcements are visible in the blue menu.
    • Add administration: Possible directly from the Administrations overview instead of via a separate page.
    • Documents: New look and feel of history.
    • Split: Various performance improvements.

  • Various improvements

    Improved
    • Check: When proposing to create a new relation, the accompanying message does not always appear. (RESOLVED)
    • Check: Document always remains in view while scrolling in the journal entry proposal when the entry lines are next to the document.
    • Received e-mails: revamped look and feel of viewing an e-mail.
    • Various performance improvements regarding the speed of the portal.

  • Supplying UBL documents without PDF

    Improved

    From now on, UBL documents (.xml) can also be uploaded by e-mail without a PDF document.

    • In some cases, a PDF document is added in the UBL document. TriFact365 automatically adopts these.
    • Is no PDF document added in the UBL document? Then TriFact365 generates a document to display based on the data in the UBL document.

  • New and improved hotkeys

    Improved

    Throughout the portal, we have added several handy hotkeys:

    • Added hotkeys for the general actions New, Save and Refresh in multiple screens.
    • Added hotkeys in the Split, Merge, Authorise, Confirm and Rejected screens.
    • Check: Added hotkeys for the Skip and Delete actions.
    • Check: Added hotkey to activate the Ledger field on the first journal entry line.
    • Check: The operation of the hotkey for copying the description has been changed.
      • In addition to description, copying now works for ledger, cost centre, cost unit, project, item, from and to.
      • When you are in a field and use the hotkey, the entered value is transferred to all underlying journal entry lines.

  • Various improvements

    Improved
    • General: The ellipsis menu (•••) in overviews can now be opened by right-clicking anywhere on the line.
    • General: If a hotkey is available for an action, it is shown when you hover the mouse over the button/action.
    • General: When switching administrations, instead of reloading the entire page, the content of the page is refreshed. This ensures faster operation.
    • General: Speed of page loading improved.
    • Check: The description of the entered VAT code is displayed when you hover over the field.
    • Home: The ‘Backlog by administration’ table is larger when Authorisation/Confirmation is not used.

  • Various bug fixes and improvements

    Improved
    • General: File names, e-mail addresses, invoice numbers and entry numbers can be copied from overview pages.
    • General: Notifications after successfully saving data are now displayed in the top right of the screen.
    • Check: The order of some master data in relations has been changed. After the name follows the CoC number, VAT number and lastly the bank account number and/or IBAN number of the relation.
    • King Finance / Accountancy: When booking the attachment in the ‘Digitaal dossier’, the description is now also filled.

  • Show document in separate window

    Improved

    From now on, you can open the document in a separate window when authorising, checking and confirming documents.

    • In the PDF viewer, click on the icon. The document will now open in a separate window.
    • Close the separate window to return the document to its original screen.

  • Undoing unsaved changes

    New

    In several screens it is now possible to undo unsaved changes.

    • After making a change, the ‘Undo changes’ button appears.
    • When leaving the page, you will be asked if you want to save the unsaved changes.
    • This is available when adding/editing users, authorisation schedules, confirmation schedules and when setting up e-mail reminders.

  • Various bug fixes and improvements

    Improved
    • All documents to be processed: Coloured bullets added to Status column.
    • Check: Description of dimensions are sometimes not filled when creating a new journal entry line. (RESOLVED)
    • Documents are sometimes not visible in the PDF viewer with older versions of Safari. (RESOLVED)
    • Backlog: Coloured bullets added to Status column.

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