The TriFact365 app is a handy tool for automating invoice processing. Whether you are an entrepreneur, bookkeeper or accountant, this app can save you a lot of time.
But to really get the most out of it, it is important to make the most of its functionalities. Below are some practical tips to work more efficiently with TriFact365.
1. Get off to a good start with clear settings
Start by setting up your records correctly in TriFact365.
- Link your accounting package: Connect the app to your accounting software, such as Exact Online or Twinfield, so that invoices are automatically transferred.
- Check your settings: Make sure VAT codes, currency and other parameters are correct. This will prevent processing errors.
2. Use smart inboxes for structured work
TriFact365 offers the ability to set up smart inboxes.
- Separation by customer or project: Set up different inboxes to process invoices and receipts clearly.
- Automatic assignment: Use e-mail rules to send invoices directly to the right inbox.
3. Make use of AI technology
The app uses AI (Artificial Intelligence) to read data from invoices automatically.
- Check fields on first processing: The algorithms learn from your corrections. The more often you use the app, the better it will recognise and process invoices.
- Use clear documents: Scan invoices with good resolution for better recognition.
4. Take instant photos of receipts in high quality
A good photo of your receipt ensures that the details are accurately recognised by the app.
- Use the app function for photos: Take photos of your receipts directly through the app for best integration.
- Pay attention to quality: Ensure sufficient light and a steady hand so that the text is sharp and easy to read. Avoid shadows or creased receipts.
5. Automate where possible
- Setting booking rules: You can create booking rules for recurring invoices. Think of subscription fees or regular suppliers. TriFact365 recognises these and processes them automatically.
- Automatic approval: use approval workflows to move invoices through the process quickly and securely.
6. Safety first
Because you work with financial data, it is important to take security seriously.
- Strong passwords: Use unique and strong passwords for your account.
- Two-factor authentication (2FA): activate 2FA to make your account extra secure.
7. Train your team
If several people in your organisation are using TriFact365, make sure everyone is familiar with the features and workflows. A short training session can do wonders for efficiency and consistency.
Conclusions
TriFact365 is a powerful app that makes your administration easier and faster. By following these tips, you will get the most out of the app. Invest some time in a good start and keep improving processes. That’s how accounting almost becomes fun!
