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<p>Met vriendelijke groeten,</p><p><strong>TriFact365</strong></p>

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Just started with TriFact365? With this information, you'll get started quickly.

Getting started

Documents can be uploaded to TriFact365 in various ways. Read more about the available upload options here.

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After logging in, you are automatically taken to the home screen, where you have access to various overviews.

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When you upload documents to TriFact365, they are automatically placed in the Backlog. Once you have finished processing the documents, you can find them in the Archive.

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Find all information about the accounting software links with TriFact365.

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Preview Features

<p>This article provides an overview of the TriFact365 settings available for the SnelStart link.</p><h2 id="17we3t1cp21" data-toc-id="17we3t1cp21">Check settings</h2><ul><li><p>Book to a <a target="" rel="noopener noreferrer nofollow" class="link" href="https://help.trifact365.com/en/articles/7349194-display-options" data-organization-id="69e8918f54ad52de1fc5901e" data-help-center-id="jsi1ab76lsbgtja6" data-slug="7349194-display-options" data-article-id="7349194" data-locale="en" data-hash="">Cost Center</a></p></li><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiIyNjI5MDk4IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Processing credit invoices">@Processing credit invoices</span></p></li></ul><h2 id="xbq7dp82d3w" data-toc-id="xbq7dp82d3w">Entry settings</h2><ul><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI1NjM5NzE1IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Send audit trail with the booking entry">@Send audit trail with the booking entry</span></p></li><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI4OTExNDE3IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Set standard journal">@Set standard journal</span></p></li><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI5MDAyNDg0IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Set default payment reference">@Set default payment reference</span></p></li><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI4MjU2ODU3IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Automatic line recognition">@Automatic line recognition</span></p></li><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiIxMTg5NDQwIiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="VAT exempt">@VAT exempt</span></p></li></ul><h2 id="80w0ttzb3c2" data-toc-id="80w0ttzb3c2">Finding the PDF in SnelStart</h2><p>The PDF is automatically send along with the journal entry to SnelStart.</p><ul><li><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI0MTY2Nzk5IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Viewing PDFs in SnelStart">@Viewing PDFs in SnelStart</span></p></li></ul><div data-type="horizontalRule"><hr></div><h2 id="atdbw084l6p" data-toc-id="atdbw084l6p">Frequently Asked Questions</h2><details class="details"><summary>What does the “Automatic Payment” field do with invoices in SnelStart?</summary><div data-type="detailsContent"><p>When this setting is set to Yes, the <strong>Betaalopdracht</strong> checkbox will automatically be selected in SnelStart.</p><p></p></div></details><p></p>

Notes for the SnelStart link