Archive

Written By Tess Hoogeboom

Last updated About 1 month ago

TriFact365 stores all documents and entries in a well-organized digital archive for as long as you remain a customer. Some accounting software packages do not allow you to attach a PDF document when creating a journal entry. Fortunately, you can always access these documents in the TriFact365 digital archive.

Tabelweergave van het archief in TriFact365 met de kolommen: Administratie, type (inkoop/verkoop), relatie, factuurnumer, factuurdatum, periode, boekingsperiode, subtotaal, BTW, Totaal.

By default, the most recent journal entry is displayed first in the list based on the invoice number. All columns have filter and sort options, in case you’re looking for a specific journal entry or a selection of journal entries.

Actions

A number of (bulk) actions are available. These are listed above the table from left to right:

  • Refresh – Refresh the table contents.

  • Delete – Delete the selected journal entries (and documents) from the Archive. This action cannot be undone.

Export Table

You also have the option to export the table’s contents to an Excel file. You can do this using the export button at the top right of the table.

Export current page (.xlsx), Export all pages (.xlsx)

View document (and journal entry)

  1. Double-click the row to view the document.

  2. Or click the View action via the menu (•••) in the Invoice Number column.

Download document

  1. Click the Download action via the menu (•••) in the Invoice Number column.

Frequently Asked Questions