Authorisation and confirmation overview

Authorisation overview

IAs an Administrator, you can view the Authorisation overview via Home or Current administration. This overview shows all documents that are currently in an authorisation workflow. For each document, you can see which schedule is linked to it and which user or users still need to authorise it.

Stop authorisation process

If needed, you can stop the authorisation process for one or more documents.

• Click the menu (•••) in the Document column and select Stop.

• Or select multiple documents and click Stop above the table.

The documents will then be moved to the Rejected status. You can then resubmit them for authorisation if required.

Confirmation overview

As an Administrator, you can view the Confirmation overview via Home or Current administration. This overview shows all documents that are currently in a confirmation workflow. For each document, you can see which schedule is linked to it and which user or users still need to confirm it.

Stop confirmation process

If needed, you can stop the confirmation process for one or more documents.

• Click the menu (•••) in the Document column and select Stop.

• Or select multiple documents and click Stop above the table.

The documents will then be moved back to the Check status. You can then resubmit them for confirmation if required.

Finalise

You can also finalise documents. This moves the documents to the Archive in TriFact365 without posting them to the accounting software.

• Click the menu (•••) in the Document column and select Finalise.

• Or select multiple documents and click Finalise above the table.