- 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).
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.
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Improved
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Improved
The mobile app can be downloaded from the App Store and Google Play Store.
- Various bug fixes and performance improvements
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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.
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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
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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.
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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.
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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.
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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)
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
- In the PDF viewer, click on the
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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.
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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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New
From now on you can set the width of the PDF viewer yourself when authorising, checking or confirming documents.
- Move your mouse to the space between the PDF viewer and the document details.
- Drag the vertical gray bar left or right to change the width.
- Double-click the gray bar to reset the width to the default.
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