Viewing the PDF in AFAS

Written By Tess Hoogeboom

Last updated 14 days ago

TriFact365 uses file numbers to process a journal entry together with its corresponding PDF in AFAS. Make sure that the file numbers are not blocked and are not being used by other workflows in AFAS.

Purchase Invoices

In TriFact365, go to Settings (Cogwheel) → Administrations → (•••) → Edit → Settings. Under Entry Settings, enter the following:

  • File number for purchase invoices: -5

Sales Invoices

For sales invoices, you must first create a file item in AFAS. Download the manual here. After creating the dossier item, go to Settings (Cogwheel) → Administrations → (•••) → Edit → Entry Settings in TriFact365. In the File number for sales invoices field, enter the file number you created.

PDF not visible in AFAS?

When a journal entry is sent to AFAS, the PDF file is added as a dossier item. If the dossier item cannot be created, you can check the log file of the TriFact365 connector in AFAS. The log file will display an error message that explains why the dossier item could not be created.

Project Booking

When creating project booking, TriFact365 also sends the invoice PDF to the Project Dossier. To enable this, the Project destination must be allowed for the relevant dossier item on the Bestemming Extra tab. If this is not configured, the PDF will not be sent to AFAS when processing project booking.