Tips on using software for your composition practice

Using software for your composition practice such as TriFact365 can make your composition practice significantly more efficient. This cloud solution automates the processing of purchase and sales invoices, leaving you more time for valuable advisory services and optimising client relationships. Here are some practical tips to get the most out of TriFact365:

Start with a good layout

Efficient use of TriFact365 starts with setting up the platform correctly. Ensure that:

• Your links with your accounting software (such as Exact, Twinfield or SnelStart) are properly configured.
• The correct settings for each customer are defined, such as VAT codes, general ledger accounts and cost centres.
• Employees and customers have access to the application with appropriate roles and rights.

Work smart with AI technology

TriFact365 uses Artificial Intelligence (AI) to extract data from invoices automatically. To take full advantage of this:

• Upload high-quality invoices; make sure scans are sharp and easy to read.
• Check and improve the data generated and train the system to minimise errors.

Engage your customers

To make the use of TriFact365 successful, it is important that your customers also understand their role:

• Encourage customers to submit invoices digitally via the portal or a unique e-mail address.
• Explain how they can approve or reject invoices themselves in the system, reducing processing time.
• Share a simple guide or organise a short training session to get customers started.

Monitor and optimise your processes

Digitalisation does not stop at implementation. Keep evaluating and improving your processes:

• Regularly analyse error rates and adjust settings where necessary.
• Solicit feedback from your team and customers to solve workflow bottlenecks.
• Keep up to date with updates and new features of TriFact365 to always benefit from the latest technology.

Commit to collaboration with your team

Due to the cloud-based nature of TriFact365, your team can easily collaborate on customer files:

• Ensure clear division of tasks within the team, e.g. who checks invoices and who processes them.
• Use notes and comments in the system to streamline internal communication.
• Schedule periodic team meetings to discuss progress and share best practices.

TriFact365 as software for your composition practice can be a powerful tool, provided it is used effectively. By focusing on proper setup, automation, collaboration and client engagement, you can ease the administrative burden and take your services to the next level. Start optimising your processes today and see how TriFact365 transforms your practice!