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  3. Add an accounting record

Add an accounting record

You can add an accounting record after successfully linking with your accounting software.

Step 1
Go to the cogwheel at the top right and click on ‘Accounting records’.

Step 2
Select ‘Add’ below the table.

Step 3
Here you can find an overview of the links you have made. Select the relevant link and then select the accounting record(s) you want to work with in TriFact365.

Step 4
The data is saved automatically. When you return to ‘Accounting records’ you can find the selected administration including its own unique e-mail address.

 

Linking with AFAS

Do you want to add accounting records from separate environments (companies) from AFAS? A new link must then be made for each environment since the GetConnectors are set up at this level.

Linking with SnelStart

Do you want to add multiple accounting records from SnelStart? A new link must then be made for each accounting record. Read more about how to link with SnelStart. Make sure you generate a link key for the correct administration.

Linking with Visma eAccounting

Do you want to add multiple accounting records from Visma eAccounting? A new link must then be made for each accounting record.

Updated on Monday April 1st, 2019

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