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.

The post Administration settings: Unsaved changes appeared first on TriFact365.

Mandatory fields are marked with an *.

• Applied to all screens

The post Mandatory fields marked appeared first on TriFact365.

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

The post Mobile app Android and iOS appeared first on TriFact365.

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

• Added GetConnector Trifact_VatReclaimPerVatCode to support different VAT recovery rates
• GetConnector Version 4.0 updated to Version 5.0

The post TriFact365 GetConnectors (AFAS) appeared first on TriFact365.

• New screen for Upload available for all users
  • Selection options in one screen
  • Remember selections added

The post Portal upload appeared first on TriFact365.

• 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

The post Overview pages appeared first on TriFact365.

• 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

The post Menu appeared first on TriFact365.

• 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

The post Archive appeared first on TriFact365.

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

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

The post Autorisation- and Confirmation schedules appeared first on TriFact365.

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

• Tabs in vertical menu
• Subscription history added

The post Account details and invoice overview appeared first on TriFact365.

Updated version of the Purchase subcription screen avalaible.

The post Purchase subscription appeared first on TriFact365.

Updated version of the Email Reminders screen avalaible.

• Default template for email reminder content
• Send on Working days instead of Hours to …

The post Email reminders appeared first on TriFact365.

Updated version of the Administration settings screen available.

• Tabs moved to vertical menu
• Assigning Users per administration

The post Administration settings appeared first on TriFact365.

Updated version of the Documents pending screen available.

• Follow-up actions placed at the top
• Option to sort in all columns
• Option to search in columns
• Option to export the list to Excel
• Setting for maximum number of results per page (10, 25, 50 and 100)

The post Documents pending appeared first on TriFact365.

Updated version of the Rejected, Confirm, Authorise and View document screens.

For all four screens, the following applies: Follow-up actions are at the top and Display options have been added.

• Rejected
  • More details of the rejected invoice visible (Only for invoices rejected during procuration)
    • Master data relation: IBAN, VAT and Chamber of Commerce number
    • Invoice details: e.g. Invoice number and date, and Entry number (Only if Entry before confirmation is active)
    • Journal entry details: e.g. General ledger, Description and Amount
• Confirm
  • More details of the invoice visible
    • IBAN number of relation shown
    • Journal entry details: a.o. VAT code per line visibility improved, Journal and Entry number (Only if Entry before confirmation is active)
• Authorise
• View document

The post Rejected, Confirm, Authorise and View document appeared first on TriFact365.

Following requests from our international users, the mobile app has been made available in the United States and some EU member states where it was not yet available. The mobile app, Android and iOS, is now available in the following countries:

• United States
• United Kingdom
• EU: Belgium, Bulgaria, Cyprus, Germany, Denmark, Estonia, Finland, France, Greece, Hungary, Ireland, Italy, Croatia, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Austria, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Czech Republic and Sweden

The post Mobile app available in more countries appeared first on TriFact365.

Updated version of the Authorisation schedules and Confirmation schedules screens

• Option to search in all columns
• Option to sort in all columns
• Option to export the list to Excel
• Setting for maximum number of results per page (10, 25, 50 and 100)

The post Authorisation schedules and confirmation schedules appeared first on TriFact365.

Updated version of the Authorisation overview and Confirmation overview screens

• Date range filter for the column Added
• Option to search all columns
• Option to export the list to Excel
• Setting for maximum number of results per page (10, 25, 50 and 100)

The post Authorisation overview and Confirmation overview appeared first on TriFact365.

• New screen for Dashboard

The post Dashboard appeared first on TriFact365.

• New screen for Backlog
  • Date range filter added for Added
  • Option to search in all columns
  • Option to export a list to Excel
  • Setting for maximum number of results per page

The post Backlog appeared first on TriFact365.

• Added date range filter for the pages:
  • Users
  • Mailbox
  • Downtime

The post Date range filter appeared first on TriFact365.

• New screen for Mailbox
  • Option to search in all columns
  • Option to export the list of e-mails to Excel
  • Setting for maximum number of results per page

The post Mailbox appeared first on TriFact365.

• New screen for Users
  • Option to search in all columns
  • New columns Administrations, User rights and Status
  • Added time to Last login
  • Option to export the list of Users to Excel
  • Setting for maximum number of results per page

The post Users appeared first on TriFact365.

• Check: Processing documents without delay
  • Activated for all users

The post Processing documents without delay appeared first on TriFact365.

• New screen for Downtime
  • Option to search in all columns
  • Setting for maximum number of documents per page (10, 25, 50 and 100)

The post Downtime appeared first on TriFact365.

• New screen for Split
  • Option to delete a bulk document
  • PDF viewer for viewing the different pages
  • Number of documents after splitting visible, based on selections
  • Display options ‘Document position left’ and ‘Fit document to screen’ added

The post Split appeared first on TriFact365.

• New screen for Upload
  • Option to select administrations by search
  • One progress bar for all documents instead of per document
  • Improved feedback on errors during the upload process

The post Upload appeared first on TriFact365.

• Check: Action button ‘Modify type’ added

The post Modify type appeared first on TriFact365.

• New screen for Total backlog
  • Option to search in the Administration column
  • New columns Underway and Total
  • Setting for maximum number of administrations per page (10, 25, 50 and 100)

The post Total backlog appeared first on TriFact365.

• New screen for adding Administrations

The post Adding administrations appeared first on TriFact365.