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.

  • 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    • When loading and sending documents, the spinner has been replaced by grey bars (‘skeleton loader’) in the screen.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.

  • Adjustable PDF viewer width

    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.

  • Various bug fixes and improvements

    Improved
    • Account details: Company data cannot be saved during a trial version. (RESOLVED)
    • General: New look and feel of the PDF viewer.
    • Check: Number of visible buttons adjusted according to screen width.
    • Check: Last updated is now visible in the ‘Update master data’ button.
    • Home: The total count at the bottom of the ‘Backlog per administration’ table is now clickable and leads to All documents to be processed.

  • Various bug fixes and improvements

    Improved
    • Account details: Spaces and punctuation are removed when pasting in the KvK number, VAT number, Phone number, IBAN number and BIC code fields.
    • Add administration: All links are shown in the list instead of only the first 10 links.
    • Check: The list of ledgers, cost centres etc. sometimes disappears from view on the bottom entry lines. (RESOLVED)
    • Check: The message about an error during the previous booking attempt has been clarified.
    • Check: A message about missing exchange rates for the selected currency is sometimes displayed incorrectly. (RESOLVED)
    • General: Action buttons, titles, filters and pagination buttons now always remain in view on pages with overviews.

  • Various bug fixes and improvements

    Improved
    • Subscription details: The accountant subscription does not show ‘FIXED’ when it is part of the subscription. (RESOLVED)
    • General: Dates are shown as -1 day in certain time zones. (RESOLVED)
    • Check: Spaces and punctuation are removed when pasting in the Bank Account Number, IBAN number, Chamber of Commerce number, VAT number and Phone number fields.
    • Check: Fields at relation jump when a Standard account with long description is entered. (RESOLVED)
    • Backlog: User can click Confirm on a document while it is not yet the user’s turn to confirm. (RESOLVED)

  • New Home screen, Administration switcher and renewed Dashboard

    New

    From now on, you will always work in one administration at a time in TriFact365. This means that a number of adjustments have been made to how TriFact365 works, without you losing track of all administrations.

    • After logging in, you automatically enter the new Home screen when you have access to multiple administrations.
      • Top 50 tables including total count.
      • Overviews of all received emails, all received documents, all documents to be processed, and all processed documents. These overviews can also be found in the new “Overview” menu item.
      • o Click on an administration to open and work in it.
    • Switch administrations via the Administration Switcher in the blue menu. You now no longer need to apply an administration filter again in each screen.
    • The Dashboard has been renewed for all users and adjusted to a dashboard for one administration, which can be found under Overview > Current administration.
      • We removed the ‘Upload’ and ‘Archive’ tiles. Both screens remain accessible via the vertical menu.
      • We removed ‘Outage’ tile and moved it to Notifications.
      • When you click on the Split, Authorise, Check or Confirm tile, you go directly to the first document to be processed.
      • Top 5 Backlog per administration is replaced with the backlog per document type.
    • The Received e-mails, Received documents, Backlog and Archive screens have been updated to one administration.

  • Action after document processing

    New

    Do you work with multiple administrations in TriFact365? From now on, you decide which screen opens when you have finished processing documents.

    • By default, the Dashboard of the selected administration opens.
    • Via the Action after document processing setting in Personal Settings, you can change this to:
      • Show administrations with backlog: You will be taken to an overview of the backlog for administrations for the relevant status.
      • Show Home: You will be taken back to the Home screen.
      • Show Total backlog: You will be taken to an overview of the complete backlog for all administrations.

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