Notes for the Exact Online link

This article provides an overview of the TriFact365 settings available for the Exact Online link.

Check settings

Some features in the Check screen require additional configuration. Read more about all available options when using Exact Online:

• Book to a Cost Center, Cost Unit and Project

• Accrual entry

• Processing credit invoices

• Foreign currency

• Processing entries with VAT codes included (Exact Online)

Entry settings

At the administration level, you can configure various default settings. Read more about all available options when working with Exact Online.

• Send audit trail with the booking entry

• Automatic line recognition

• Using invoice number as entry number

• Set standard journal

• Set default payment reference

• Set default descriptions for invoices

• VAT exempt

Confirmation settings

Do you use confirmation together with Exact Online? Read more about the available options here:

• Skip confirmation

• Entry before confirmation

• Unblock/Block for Payment (Exact Online)

Finding the PDF in Exact Online

The PDF of the invoice is automatically sent to Exact Online. The Exact Online user used to establish the link between Exact Online and TriFact365 must have the appropriate permissions in Exact Online.

• Viewing the PDF in Exact Online

Frequently Asked Questions