Administration settings (Overview)

Several administration settings are available to make the processing of invoices even faster and easier. Go to Settings (cogwheel) → Administrations.

Here you will first find an overview of all the administrations that have been added to your TriFact365 environment.

• Mailbox: In the column Mailbox you will find the email address of the administration. You can use this email address to send documents by email.

• Link: This column shows the description of the link with the accounting software.

In addition, you can use the checkboxes to activate the functions for Confirmation, Entry before Confirmation and Email reminder for the relevant administration.

Click on the Three dots → Edit behind the administration to view more administration settings. Depending on the accounting software you work with, different settings are available.

Administration information

On this tab, you will find the basic details of the administration, such as the Description, Code, and, for some accounting packages, also the VAT number, Chamber of Commerce number, and/or IBAN.

You can perform the following actions:

• Update master data

• Changing the administration name

Users

On this tab, you can manage the users who have access to the administration.

Settings

On this tab, you will find the following settings:

Upload settings

• Upload by e-mail: Disable authentication of sender

Entry settings

• Send audit trail with the booking entry

• Automatic line recognition

• Using invoice number as entry number

• Set default descriptions for invoices

• Set standard journal

• Set default payment reference

• VAT exempt

Confirmation settings

• Entry before confirmation

• Skip confirmation

Period-date table

On this tab, you will find the fiscal years and period settings that have been imported from your administration. For more information:

• Period-date table

Document types

On this tab, you will find the document types that may be uploaded in the administration. By default, the environment settings are applied. Administration-specific settings can be configured here if needed. More information about the available document types:

• Document types

Master data

Finally, under Master data, you can consult the VAT codes and Journals (or Balance accounts) tabs.