In a world where digital collaboration is increasingly important, approving documents – such as purchase invoices – is a crucial part of efficient administration. Yet we find that to approve documents is still unnecessarily slow or error-prone in many organisations. At TriFact365, we believe this can be improved. Even better: we make sure it gets better.
Why approving is important
Whether you work at an SME or a larger organisation, the approval process is essential for financial control. It prevents unwanted payments, provides insight into expenses and ensures a clear audit trail. But if this process relies on emails, signatures or even paper documents, risks arise: miscommunication, delays and lack of oversight.
TriFact365’s smart workflow
With TriFact365, you digitise and automate the entire approval process. As soon as an invoice is recognised and linked to the correct creditor, you can immediately start the approval workflow. Depending on your settings, the right colleague automatically receives a notification – via e-mail or within the platform – that a document is ready for approval.
What are the benefits?
- Time-saving: no more endless mail traffic. Approval can be done with one click.
- Full transparency: always see who approved what and when.
- Fewer errors: through preset workflows and automatic checks.
- Flexibility: Approve via desktop, tablet or smartphone – wherever you are.
- Seamless connection: Integration with your accounting package, such as Exact Online, AFAS or Twinfield.
Who approves what?
In TriFact365, you can easily determine who gets to approve which documents. You can create unlimited workflows with approvers per administration. This keeps you in control of the process and prevents unnecessary intermediate steps.
Everything recorded for the accountant
An approval in TriFact365 is not just a tick. We record exactly who approved or rejected a document, when and with what comment. This is not only useful for internal overview, but also valuable for your accountant or in the event of an audit by the tax authorities.
With TriFact365, approve documents becomes an efficient part of your digital administration. No more separate e-mails, no unclear Excel statements – just one clear process, entirely in the cloud.
