We help book invoices faster in TriFact365 with these underexposed features

Are you an avid user of TriFact365 and want to speed up your invoice processing process even more? Then read on, because there are a number of handy tricks built into TriFact365 that can help you do just that. Three tips on features you probably don’t know yet and how to use them to your advantage.

Shortcuts

To help you process invoices efficiently, we want to introduce you to our shortcuts and how to use them. By learning more about them, you can easily increase your productivity and save valuable time.

Shortcuts for Windows
in TriFact365
ALT + S Book/process
ALT + plus (+) Add an additional booking line
ALT + minus (-) Delete the last booking line
ALT + C Copy the description of the first booking line to all lines
ALT + N Create a new debtor/creditor
ALT + M Change the selected debtor/creditor
ALT + U Update master data
ALT + T Activate transit entry
ALT + comma (,) Go to the previous page of the PDF
ALT + dot (.) Go to next page of PDF
Hotkeys for Mac
in TriFact365
CTRL + ALT + S Booking/processing
CTRL + ALT + plus (+) Add an additional booking line
CTRL + ALT + minus (-) Delete the last booking line
CTRL + ALT + C Copy the description of the first booking line to all lines
CTRL + ALT + R Create a new debtor/creditor
CTRL + ALT + M Modify the selected debtor/creditor
CTRL + ALT + U Update master data
CTRL + ALT + comma (,) Go to the previous page of the PDF
CTRL + ALT + period (.) Go to next page of PDF

Calculation function

To enter a calculation, simply type the desired formula in the corresponding cell. As soon as you press Enter, TriFact365 performs the calculation and immediately displays the result.

In pursuit of even greater efficiency and ease of use, TriFact365 has integrated a handy calculation function into the booking screen. This enables TriFact365 users to quickly and accurately perform calculations within specific fields.

Screen shot from TriFact365 where the amount field is marked in red.

The fields include the ability to perform simple calculations, including addition (+), subtraction (-), multiplication (*) and division (/). The calculation function applies to the “Amount” and “VAT” cells, allowing you to make financial calculations quickly and easily.

VAT calculator

Sometimes it may happen that the amount including VAT is recognised instead of the amount excluding VAT. For correct accounting, it is essential that the “Amount” field always contains the amount excluding VAT. TriFact365 has integrated a special VAT calculator for this purpose.

Screen shot from TriFact365 where the VAT calculator is circled red.

With this calculator, you can easily convert the amount including VAT to the amount excluding VAT. You do this by simply clicking on the Calculator icon. The amount will then be adjusted automatically. You can undo the calculation by clicking on the Calculator again.

Summary

Using keyboard shortcuts, calculation functionalities and the VAT calculator will increase your accuracy in accounting. TriFact365 continuously develops smart features for a smoother and error-free accounting process. We would be happy to hear if you have any questions about these functionalities or other aspects of TriFact365.

Development wishes

We record all requirements per user. We call these development wishes. These development wishes form an important starting point for further development. So it certainly makes sense to report your questions or wishes!

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