Notes for the Twinfield link

Written By Tess Hoogeboom

Last updated 18 days ago

This article provides an overview of the TriFact365 settings available for the Twinfield link.

Check settings

Some features in the Check screen require additional configuration. Read more about all available options when using Twinfield:

Book to a Cost Center and Project
Processing credit invoices
Accrual entry
Foreign currency

Entry settings

At the administration level, you can configure various default settings. Read more about all available options when working with Twinfield.

Automatic line recognition
Set default payment reference
Set default descriptions for invoices
VAT exempt

Finding the PDF in Twinfield

The PDF is not sent to Twinfield. However, you can view the invoice in TriFact365 directly from Twinfield.

Viewing the PDF in Twinfield

Note

If you delete a Twinfield administration in TriFact365 or cancel your TriFact365 subscription, you will no longer be able to view the PDF from within Twinfield.

If you would like to retain access to your PDFs, you can request an export of your archive.