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trifact365

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<p>Met vriendelijke groeten,</p><p><strong>TriFact365</strong></p>

Hey {name|there}! 👋

Knowledge base

System status

Go to TriFact365

How can we help you?

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

Getting started

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

Upload and submit

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

Overviews

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

All information on invoice checking and processing

Invoice checking and processing

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

Authorisation and confirmation

Add administrations to TriFact365 to work in them

Administrations

Find all information about the accounting software links with TriFact365.

Links

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

Users

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

Account Information

Be the first to test new features as they become available.

Preview Features

<video data-width="100%" data-align="left" alt="" data-featurebase-content-key="eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTllZDAzMC1kNmQzLTc1NjEtYmQ0MS02MGUwM2E3OTMzZGYiLCJ0eXBlIjoidmlkZW8tdXJsIiwicmVzb3VyY2VJZCI6IjY5ZThlM2QxMjFkZWRmZmVjZjA4ZjdkNiIsInJlc291cmNlVHlwZSI6ImFydGljbGUiLCJvcmdJZCI6IjY5ZTg5MThmNTRhZDUyZGUxZmM1OTAxZSIsImlhdCI6MTc4MTYwOTMyMn0.xycVGoUH-Nonv6vLoAGtKd0ChGUTA5VQBKmWcu2QJy4" data-featurebase-content-filename="Personal-settings.mp4" src="https://69e8918f54ad52de1fc5901e.featurebase-attachments.com/c/videos/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTllZDAzMC1kNmQzLTc1NjEtYmQ0MS02MGUwM2E3OTMzZGYiLCJleHAiOjE3OTE2ODc2MDAsInR5cGUiOiJ2aWRlby11cmwiLCJvcmdJZCI6IjY5ZTg5MThmNTRhZDUyZGUxZmM1OTAxZSIsInJlc291cmNlSWQiOiI2OWU4ZTNkMTIxZGVkZmZlY2YwOGY3ZDYiLCJyZXNvdXJjZVR5cGUiOiJhcnRpY2xlIn0.iwk0sqvOW_VlbwKoKgj-ArY4Orcn4N06a3czuvcwVLA/manifest.mpd"></video><p>In the top right corner of the blue menu go to <strong>User-icon → Personal settings </strong>to modify the following user settings:</p><img data-width="100%" data-align="left" alt="Personal settings Change password Change name Change Language Change phone number Change two-factor authentication Chance preferences for action after document processing Enable or disable preview features" data-featurebase-content-key="69e8918f54ad52de1fc5901e/article/69e8e3d121dedffecf08f7d6/019ed031-1638-7bdb-88db-9200716059e4/b64u-MDE5ZWQwMzEtMTYyZC03MDliLTg1ZDUtZjAzOGM5MWY4Njhk.png" data-featurebase-content-filename="019ed031-162d-709b-85d5-f038c91f868d" src="https://69e8918f54ad52de1fc5901e.featurebase-attachments.com/c/article/69e8e3d121dedffecf08f7d6/019ed031-1638-7bdb-88db-9200716059e4/b64u-MDE5ZWQwMzEtMTYyZC03MDliLTg1ZDUtZjAzOGM5MWY4Njhk.png?X-Amz-Expires=3600&amp;X-Amz-Date=20261011T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20261011%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=30ef7c8dc424659ebb3be98e6d47499aa24511c089233f20d60b6d524241f336" width="533" height="661"><div data-type="horizontalRule"><hr></div><h2 id="083akstbfbk" data-toc-id="083akstbfbk">Frequently Asked Questions</h2><details class="details"><summary>Can I change my email address?</summary><div data-type="detailsContent"><p>You cannot change a User’s email address. However, you can create a new User with the new email address (and optionally delete the old one).</p></div></details><details class="details"><summary>What does preview features mean?</summary><div data-type="detailsContent"><p>We first test new functionalities as preview features. Would you like to get access to these functionalities as soon as possible? If so, enable the Preview features. You can find more information here.</p></div></details><div data-type="horizontalRule"><hr></div><h3 id="e0obz6p6i5z" data-toc-id="e0obz6p6i5z">Related articles</h3><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI0NDkyNDE2IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Login and change password">@Login and change password</span></p><p><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="eyJhcnRpY2xlSWQiOiI3MDcxNjg5IiwiaGVscENlbnRlcklkIjoianNpMWFiNzZsc2JndGphNiIsIm9yZ2FuaXphdGlvbklkIjoiNjllODkxOGY1NGFkNTJkZTFmYzU5MDFlIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Set up two-factor authentication">@Set up two-factor authentication</span> </p>

Personal settings