Get invoices approved
Let colleagues approve invoices via the portal or mobile app. This allows you to see exactly whether invoices have been reviewed by the right people.
Link with all leading accounting software
Tailor Workflows to your process
Make sure documents can be approved anytime, anywhere via the app or online tool.
- Easily set up Workflows yourself
- Flexible options ensure the right approval
- Determine who approves booking or payment
Keep track of all invoices
Prevent invoices from being forgotten and left unpaid in a colleague’s desk drawer.
- See which colleagues need to approve invoices
- Avoid invoices waiting too long for approval
- Automatically capture the approval process digitally
Assure yourself of quick approval
Be proactive with automatic reminders. This contributes to timely and correct payments.
- Automatically send notifications to colleagues’ phones
- Set when e-mail reminders are sent
Frequently asked questions
Yes, this is possible. For example, you can set that approval of one of the two members of the board is required to approve the invoice.
If multiple people need to approve a document, you can create a sequence, so that, for example, a department manager must always give approval before a document needs approval from the director. A workflow consists of a maximum of 5 of these phases.
You can choose to start a workflow immediately upon receipt of a document. For this you can set one standard workflow per administration. If you need more flexibility you can also start the workflow only after a colleague, for example from the financial administration, has assessed the content and assigned it to a workflow.
If you use the default settings of TriFact365, an invoice will only be visible once it has been approved, so you can be sure that the invoices sent from TriFact365 to the accounting package have also been approved. You can also choose to send bookings to the accounting package before approval. If you choose this last function, it is possible to book the invoice in such a way that it is booked in such a way that it is clear that it may not be included in payment orders. As soon as the invoice has gone through the entire workflow in TriFact365, the booking is released for payment. This function works for AccountView, AFAS, Exact Online, Twinfield and Boekhoudgemak.
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