Preview

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

  • 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.

  • Check: Copy

    Improved
    • Copying and pasting from the PDF is available for all text fields of the journal entry

  • Account details and invoice overview

    new

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

  • VAT calculator

    Improved
    • Improved rounding of Amount and VAT

  • Purchase subscription

    New

    Updated version of the Purchase subcription screen avalaible.

  • Email addresses

    Improved
    • Email addresses with a domain extension of more than 10 characters are allowed

  • Email reminders

    New

    Updated version of the Email Reminders screen avalaible.

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

  • Exact Online: Blocked VAT codes

    Improved
    • Exact Online: Blocked VAT codes are no longer shown in the Check screen

  • 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)

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