Upload UBL invoices
Written By Tess Hoogeboom
Last updated 28 days ago
In TriFact365, you can upload and process UBL invoices (e-invoices). There are two ways to submit UBL invoices:
Email them to the administration’s unique email address.
This article focuses on emailing a UBL invoice to the administration’s unique email address. You can submit a UBL invoice with or without a PDF document.
Submitting a UBL invoice with a PDF
A UBL invoice (.xml) and the corresponding PDF document must have the same filename to be processed together.
The UBL invoice is used to complete the journal entry proposal. If required, this document can be downloaded via Received documents.
The PDF document is displayed with the posting proposal in TriFact365 and will be sent to the accounting software along with the journal entry.
Submitting a UBL invoice without a PDF
It is also possible to submit only a UBL invoice (.xml).
The UBL invoice is used to complete the journal entry proposal. If required, this document can be downloaded via Received documents.
TriFact365 generates a PDF document based on the data in the UBL invoice. This document is displayed with the posting proposal in TriFact365 and will be sent to the accounting software along with the posting.
In some cases, an accompanying PDF document has been embeded in the UBL invoice by the supplier. TriFact365 will automatically extract this document and display it with the posting proposal.
Click here An example of a PDF document generated by TriFact365.