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.

  • Improved screen for checking documents

    Improved

    We have made a number of improvements regarding the entry lines:

    • Display of all fields on the entry lines has been optimized.
    • VAT code and VAT amount have been widened to improve readability.
    • Entry lines next to document: With 3 additional dimensions, the label of the ledger is removed to improve readability of all fields.
    • Entry lines under document: The labels of all additional dimensions are now visible (Cost center, Project, Item, Cost unit).

  • Various improvements

    Improved
    • Check: New customer suggestions don’t have ISO code filled in for ‘Country’. (FIXED)
    • Check: Customer/supplier name sometimes not showing. (FIXED)
    • Users: When exporting the table, the ‘Status’ column remains empty. (FIXED)
    • Links: When exporting the table, the ‘Status’ column remains empty. (FIXED)
    • Received emails: When exporting the table, the ‘Processed attachments’ column remains empty. (FIXED)
    • Total backlog: Users with only ‘Confirm’ rights get an error. (FIXED)
    • Mobile app: Upload fails when description contains ‘\’. (FIXED)

  • Administration settings: Unsaved changes

    New

    In the administration settings it is now possible to undo unsaved changes.

    • After a change on the ‘Settings’ or ‘Users’ tab, the ‘Undo changes’ button appears.
    • When leaving the page, you will be asked if you want to save the unsaved changes.

  • Administration switcher

    Preview

    Do you work with multiple administrations in TriFact365? With the Administration Switcher you can easily select an administration to work in.

    • Easily switch administrations via the blue menu. You no longer need to apply an administration filter in each screen.
    • The tiles in the Dashboard automatically show your personal backlog for the selected administration.
    • When you click on the Split, Authorise, Check or Confirm tile, you will go directly to the first document to be processed.
    • The overviews in the Dashboard continue to contain data on all administrations.

  • Mandatory fields marked

    New

    Mandatory fields are marked with an *.

    • Applied to all screens

  • Mobile app Android and iOS

    New

    Updated version for Android and iOS of the mobile app (BETA) available for registered users.

    • Improved Look and Feel
    • Uploading simplified
    • Cropping no longer mandatory

  • TriFact365 GetConnectors (AFAS)

    new

    Updated version of the TriFact365 GetConnectors for the benefit of AFAS Profit available.

  • Portal upload

    new
    • New screen for Upload available for all users

  • Improved: Inbox replaces Mailbox

    Improved

  • Overview pages

    new
    • Upated version of overview pages like Backlog, Mailbox and Archive for Preview users
      • Icons at the back of the line replaced by submenu (…)
      • Additional functionalities
      • Double-click on table line
      • Copy e-mail address from administration

  • Loading bar

    Improved
    • Loading bar added (top) on several pages

  • Split: Scroll bar

    Improved
    • Scroll bar added to page view

  • Menu

    new
    • New Menu available for all users
      • Menu items from the horizontal blue bar have been moved to the vertical menu
      • Mailbox has been added as a menu item for Users with access to this functionality
      • The vertical menu is collapsible to allow extra space in the screen

  • Archive

    new
    • New screen for Archive available for all users
      • Date range filter added for Invoice date
      • Display for VAT reverse charge entries improved
      • Option to search in all columns
      • Option to export a list to Excel
      • Setting for maximum number of results per page

  • Autorisation- and Confirmation schedules

    new

    Updated version of the Autorisation- and Confirmation schedules screen available for Administrators.

    • Level replaced by Stage.
    • Required/Optional replaced by All Users/Single User.

  • Check: Copy

    Improved
    • Copying and pasting from the PDF is available for all text fields of the journal entry

  • Account details and invoice overview

    new

    Updated version of the Account details screen available for all Owners.

  • VAT calculator

    Improved
    • Improved rounding of Amount and VAT

  • Purchase subscription

    New

    Updated version of the Purchase subcription screen avalaible.

  • Email addresses

    Improved
    • Email addresses with a domain extension of more than 10 characters are allowed

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