Tess Hoogeboom

Getting started with TriFact365

Link with Exact Online

Notes for the Exact Online link

Knowledge base

System status

Go to TriFact365

Kristian van Dijk | TriFact365

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

Getting started

Before you begin using TriFact365, you can check a few things to ensure that TriFact365 is working optimally. 

System requirements

When you log in to TriFact365 for the first time after requesting a trial version, you will go through a welcome flow. In this article you will find more information about the different steps you need to go through.

First time login

Just getting started with TriFact365? This start-up guide will help you get up and running quickly.

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

Upload and submit

Read more about the different ways to upload documents to TriFact365

Upload options

Upload via the portal

Upload via the mobiele app

Upload via email

If a document contains more than one invoice you can split this document into separate invoices.

Splitting documents

Received e-mails

Received documents

Errors and troubleshooting

Corrupt PDF document delivered

In rare cases, TriFact365 may be unable to process an invoice. When this happens, the invoice will be shown in Downtime.

Downtime in My Backlog

Error message: SPF check failed when uploading an email

Upload by e-mail: Disable authentication of sender

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

Overviews

Current administration

Home

Notifications

Notification: There are OAuth links whose validity has expired

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.

Backlog and Archive

Backlog

Modify Document Type

Moving documents to other administration

Merge documents

Documents with Status 'Underway'

Data Export

All information on invoice checking and processing

Invoice checking and processing

Booking documents

Checking journal entry proposal

Creating and modifying relationships

Check for duplicate invoices

Processing credit invoices

Reverse VAT

PDF viewer

Calculation function in the check screen

Accrual entry

Foreign currency

Display Options

Improve recognition

Entry stettings

Send audit trail with the booking entry

Automatic line recognition

Using invoice number as entry number

Set default payment reference

Set standard journal

Set default descriptions for invoices

Update master data

General error messages

Error messages from AFAS

Error messages from Exact Online

Error messages from Visma eAccounting

Documents can be authorised and confirmed both before and after posting.

Authorisation and confirmation

Set up an authorisation schedule and ensure uploaded documents are authorised before posting.

Authorisation

Set up Authorisation

Authorisation of documents

Enable confirmation schedules and have documents and the corresponding journal entries confimed, either before or after posting.

Confirmation

Setting up Confirmation

Confirmation of documents

Rejected invoices

Authorisation and confirmation overview

Email reminders

Add administrations to TriFact365 to work in them

Administrations

There are multiple administration settings available. 

Administration settings

Administration settings (Overview)

Changing the administration name

Period-date table

VAT exempt

Add an administration

Assigning users to administrations

Delete administration

Find all information about the accounting software links with TriFact365.

Links

General information

Delete link

Restoring the connection with the accounting system

Link to accounting software

Error message: This link has underlying administrations. Remove these first.

AccountView

Settings for AccountView

AFAS

Settings for AFAS

Exact Online

Settings for Exact Online

iMUIS Online / King Finance

Settings for iMUIS Online / King Finance

King Business Software

Settings for King Business Software

Multivers / Boekhoud Gemak

Settings for Multivers / Boekhoud Gemak

SnelStart

Settings for SnelStart

Twinfield

Settings for Twinfield

Visma eAccounting

Settings for Visma eAccounting

Add users, manage user permissions and give them access to one or more administration(s)

Users

Add and activate a user

Different roles and rights can be assigned to Users.

User rights

Personal settings

Delete a user

Logging in and security 

Log in and change password

Set up two-factor authentication

Forgot your password

Error message: This user still has a role in a workflow and can not be deleted.

Error message: Your account is temporarily blocked. Try again after 5 minutes.

Error message: Name XXX is already taken. Email ‘YYY’ is already taken

Error message: Invalid username or incorrect password

Manage and view your company information, subscription, invoices, and agreements.