Send audit trail with the booking entry

Written By Tess Hoogeboom

Last updated About 1 month ago

With every invoice in TriFact365 there is an audit trail (History) available. All actions executed in TriFact365 are registrated by User and date/time. Depending on the accounting software, the adit trail can be send along with the booking entry.

Note

The audit trail can only be sent to the following accounting software: AccountView, Exact Online, SnelStart and Visma eAccounting.

  1. Go to Settings (Cogwheel) > Administrations > Three dots > Edit > Settings

  2. Put the option Send audit trail with the booking entry on Yes and click Save.

All journal entries will now contain an extra PDF file for the audit trail. Here you can find an example of how the audit trail looks.

Note

When using Entry before Confirmation, the audit trail will be sent to the accounting software when the Conformation is finalised.