Confirmation of documents

Via the portal

1. There are several ways to access documents that need to be confirmed:

   • Click the Confirm tile on the Home screen (if you have one administration in TriFact365).

   • On the Home screen, click the Confirm column in the Backlog per administration table (if you have multiple administrations).

   • Go to Backlog. Then click the Confirm status next to the document.

2. On the right, you’ll see the relevant document. On the left, you’ll see the associated posting details. You can perform the following actions:

   • Approve: This approves the document and the associated entry, and moves it to the next phase.

   • Reject: This rejects the document and the associated entry, setting its status to Rejected.

     • Rejected invoices

   • Skip: The document remains in the Confirmation stage. You can review it again at a later time.

Add Comment and History
You can add a comment in the white field below the confirmation schedule. After approving, rejecting, or skipping the document, the comment will be added to the History on the right-hand side.

Display Options
Using the Display Options, you can change the screen layout. This allows you to move the document to the left and resize it to fit.

• Display Options

Via the mobile app

1. Select the administration you want to Confirm documents for. You will then see the first document that can be approved.

2. You can take the following actions:

   • Reject: Click the red button or swipe left

   • Approve: Click the green button or swipe right

   • Add a comment: Click on History, add a comment, and click on the Paper Airplane

   • Skip: Click the three dots and then click Skip

Email Reminders

You can also receive email reminders. You’ll get an email when documents are ready for you to sign.

• Email reminders

Frequently Asked Questions