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.

  • Administration settings

    New

    Updated version of the Administration settings screen available.

  • Documents pending

    New

    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)

  • Rejected, Confirm, Authorise and View document

    New

    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

  • Improvement in the add administration screen

    Improved
    • When adding an administration from a link with a large number of available administrations, it is no longer necessary to scroll down for the arrow that allows the administration to be added.

  • Mobile app available in more countries

    New

    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

  • Authorisation schedules and confirmation schedules

    New

    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)

  • Authorisation overview and Confirmation overview

    New

    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)

  • Dashboard

    New
    • New screen for Dashboard

  • Backlog

    New
    • 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

  • Administrations: Change administration name

    Improved
    • Administrators can change the administration name

  • Check: Additional validations

    Improved
    • Validation on length invoice number and numeric invoice number

  • Backlog: Text pop-ups

    Improved
    • Text improvement pop-up when confirming action
    • Text improvement pop-up when editing selection

  • Check: Additional validation

    Improved
    • Validation on length description

  • Upload: Error messages extended

    Improved
    • Error messages extended with more specific messages instead of one general error message

  • Date range filter

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

  • Mailbox

    New
    • 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

  • Users

    New
    • 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

  • Processing documents without delay

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

  • Split

    Improved
    • Enlarged images
    • Selection frame around selected image

  • Downtime

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

  • General ledger validations

    Improved
    • Check: General ledger validations in conjunction with VAT codes, cost centers, cost carriers and projects added

  • Split

    New
    • 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

  • Upload

    New
    • 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

  • Check: Various improvements

    Improved
    • Total line fixed for more than 10 booking lines
    • Merge of entry lines improved

  • Modify type

    Improved
    • Check: Action button ‘Modify type’ added

  • Total backlog

    New
    • 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)

  • Entry without confirmation

    Improved
    • Check: Order of action buttons changed when ‘Entry without confirmation’ is available

  • Adding administrations

    New
    • New screen for adding Administrations

  • Various improvements

    Improved
    • Administrations: Search in administrations is slow (FIXED)
    • Check: Zooming in and out is not possible when ‘Fit document to screen’ setting is on (FIXED)
    • Check: Supplier/Customer is reloaded when you tab out of the field, even though it hasn’t been changed (FIXED)
    • Check: Message about placing entry lines under document is now only shown if you turn on dimensions
    • Check: Checkbox buttons cannot be operated with the spacebar (FIXED)
    • Check: ALT text added to different dimensions when showing no description
    • Check: Fields of dimensions have been made wider when placing entry lines under the document
    • Check: VAT code is adopted from the supplier/customer if there is only one entry line
    • Check: Blocked VAT codes remain available (FIXED)

  • New version of the mobile app (v2.3.3)

    Improved
    • Improved photo cropping function
    • Upload history loading has been improved
    • Various bug fixes and performance improvements

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

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