Preview

TriFact365 is in continuous development. New functionalities are developed and improvements are implemented on a regular basis.

  • 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.

  • Processing by document type

    New

    From now on, you can process all purchase and sales documents separately.

    • Do you filter in the Backlog by e.g. Purchase? Then you will only see these documents while splitting, authorising, checking or confirming.
    • After all documents of the selected type have been processed, you automatically move on to the other type (if available).

  • New document types

    Preview

    In addition to purchase and sales invoices, you can now upload and store 53 new document types in TriFact365. Click here to see which documents are available.

    • Via Settings > Environment you can define which documents can be uploaded in TriFact365. All documents are sorted by category.
    • Select by document type or directly for an entire category.
    • At the administration level you can deviate from the default environment settings.

  • Debtor account and Creditor account for Visma eAccounting

    Improved

    We have made a number of improvements regarding the connection with Visma eAccounting:

    • The ‘Debtor account’ and ‘Creditor account’ fields for customers and suppliers have been removed.
    • During a synchronization with Visma eAccounting, the default general ledger accounts for purchase and sales journal entries are retrieved.
    • These general ledger accounts will be used automatically when making journal entries and therefore no longer need to be manually recorded as debtor or creditor accounts.

  • 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.

  • 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.

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