Change password
After requesting a new subscription or trial version you will automatically receive an email with a username and password. After...
Settings
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Linking with an accounting package
To begin: Go to the cogwheel at the top right and click on ‘Links’ and then click on the ‘Add’... -
Changing links with the accounting system
If you have a link with AFAS, SnelStart, Twinfield, Unit4 Multivers or Visma eAccounting, it is possible to change an... -
Add an accounting record
You can add an accounting record after successfully linking with your accounting software. Step 1 Go to the cogwheel at... -
Changing the accounting record name
If you have changed the name of the accounting record in the accounting package, you can update the master data... -
Entry settings: Invoice number is entry number with sales invoice
In TriFact365 it can be set that the booking number of a sales invoice is seen as the invoice number.... -
Standard journal for purchase/sales invoices
In addition to the creditor/debtor level, it is possible to set a standard journal for purchase invoices and sales invoices... -
Set up default descriptions for invoices
Default descriptions are often used when booking invoices. At accounting record level you can set a default invoice description for... -
Entry before confirmation
If you have established confirmation workflows, you can also choose to pre-book invoices before confirmation. Put a checkmark at ‘Entry... -
Period settings
Normally TriFact365 uses a period setting of 12 periods (months). Do you have a different period format in your accounting... -
VAT exempt
In TriFact365 it is possible to work with VAT exempt. Additional settings are required. In TriFact365 go to Settings >... -
Add a user
Step 1 Go to the cogwheel at the top right and click on ‘Users’. Step 2 Select ‘New user’ below... -
User roles and user rights
There are different roles and rights that can be assigned to users. User roles Assigning a user role The owner... -
Deleting a user
Wil je een gebruiker verwijderen? Doorloop het volgende stappenplan om dit succesvol te doen. Do you want to delete a... -
Set up email reminders
It is possible with TriFact365 to send users email reminders for approving invoices. The management of the e-mail reminders is...
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