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Preview Features

Document types

Written By Tess Hoogeboom

Last updated 2 months ago

Preview

This functionality is currently available as a Preview Feature. Haven’t you enabled Preview Features for your user? Go to your personal settings and set Preview Features to Yes.

Besides purchase and sales invoices, it is also possible to upload other business documents in TriFact365. See below per category which types of documents are available to set up. In this article you can find more information on the different settings:

  • Letter of demand

  • Packing slip

  • Payment reminder

  • Price list

  • Purchase agreement

  • Purchase conditions

  • Purchase invoice

  • Purchase order

  • Purchase quote

  • Shipping document

  • Letter of demand

  • Packing slip

  • Payment reminder

  • Price list

  • Sales agreement

  • Sales conditions

  • Sales invoice

  • Sales order

  • Sales quote

  • Shipping document

  • Annual statement

  • Application letter

  • Certificate / diploma

  • Certificate of good conduct

  • Declaration of payroll tax data

  • Employment contract

  • Evaluation

  • Expense report

  • Identity document

  • Pay slip

  • Progress meeting

  • Residence document

  • Vacancy

  • Bank statement

  • Cash flow

  • Credit card statement

  • Annual accounts

  • Chamber of Commerce

  • Intrastat / CBS

  • Corporation taxes

  • Dividend tax

  • ICP declaration

  • Income taxes

  • Payroll tax declaration

  • VAT declaration

  • Deed of incorporation

  • Management agreement

  • Settlement agreement

  • Statutes

  • Ultimate Beneficial Owner

  • Attachment

  • Conversation report

  • Email

  • Letter

  • Note

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