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Upload via the portal

Upload via the portal

Upload documents using the upload function in the portal.

Written By Tess Hoogeboom

Last updated 5 months ago

A printscreen of the new upload option in the webportal of TriFact365. There are three input fields: 1. Select an administration, 2. Select a document type, 3. Do you want to sp;lit the docyument?. Below those input options you can check the box "remember the settings above. To the right you can click to select (files) to upload, or drag and drop files.

Uploading documents

  1. Click on Upload (+) in the vertical menu.

  2. Do you have more than one administration in your environment? If so, first select the Administration to which you want to add the document.

  3. Select the Document type. By default, “Purchase” is selected

  4. Determine whether the document needs to be split. By default, this setting is set to NO.

    1. Does the document contain one invoice? Then select NO.

    2. Does the document contain multiple invoices? Then select YES.

  5. Next, select your files or drag and drop them into the gray box. Click Finish when the upload is complete.

Remember the settings above

Would you prefer different default settings for ‘Type’ and ‘Split’? Then adjust the selections and check ‘Remember the settings above’. After you’ve finished uploading, these selections will be filled in by default next time.

Note

  • A file may be up to 20MB in size.

  • It is not possible to select YES for splitting when uploading images.

  • UBL invoices can only be submitted via email. See the article below for more information.
    Upload by e-mail

Related articles

Upload via the mobile app

Upload by e-mail

Uploading via online (cloud) storage

Receiving e-invoices through Peppol

Uploading UBL invoices

Frequently Asked Questions

  1. Always upload the original document

  2. Upload .PDF and Word files via de portal or e-mail

  3. Upload receipts via the TriFact365 mobile app

TriFact365 accepts the following file formats in the portal:
.bmp, .doc, .docx, .gif, .jpg, .jpeg, .pdf, .png, .tif, .tiff, .xls, .xlsx.

Do you want to upload UBL invoices (.xml)? You can only submit these via email. See the article below for more information:

Upload by e-mail

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