Updates

You can now fully customise the overviews in TriFact365. You decide which columns you see, the order they appear in and how wide they are. We have also made a number of other small but valuable improvements.

Show or hide columns

Every overview now has a Display options button in the top right of your screen. Here you can easily show or hide a column. This way, you only see the information you need and your overview stays clear.

Change the order of columns

Want to move a column? Drag the column header in the overview to the left or right. You can also change the order via Display options: drag a column to the right position or move it up and down with the arrows.

Adjust column width

Is a column too narrow or too wide? Move your mouse to the edge of a column header and drag it to the left or right.

Entry lines in the Check screen

In the Check screen, you can also arrange the columns of the entry lines and adjust their width the way you want. This gives you the information you need to review a document at a glance.

Other improvements

• TriFact365 has a new font in the portal. This font is designed specifically for use on screen, which makes text and amounts easier to read.

• You can now also use the company switcher with your keyboard, so you can switch between companies faster.

• In English, German, Spanish and French, TriFact365 now consistently uses standard accounting terms.

• The Underway status is now called Unposted. It shows documents that your accounting package was unable to post. You can resend them or retrieve them to make changes

Bug fixes

• When deleting a connection or user, no error message was shown if something went wrong. (FIXED)

• When adding a connection with Exact Online, countries were not displayed correctly. (FIXED)

We recently gave our knowledge base a complete overhaul. Now we’re bringing everything together in one support portal: you can chat with AI or an agent, submit support tickets and follow the latest updates. You can open all of it straight from TriFact365.

Chat with AI or an agent

In TriFact365, you’ll find the new chat widget at the bottom left of the vertical menu.

• Ask our AI assistant your question, or get connected to an agent if you can’t find the answer. Our agents are available Monday to Friday from 9:00 AM to 5:00 PM.

• In the widget, you can also search the knowledge base, view your open support tickets and read the latest updates, without leaving TriFact365.

• Are you in the support portal, for example in the knowledge base or on the updates page? You’ll find the chat widget there too.

Create support tickets

You can now create and manage support tickets in the support portal. This keeps all your tickets in one place, so you no longer have to search through your email.

• Create a ticket through the chat widget, or click the question mark in the blue menu in TriFact365 and go to ‘My support tickets’. This takes you to the support portal.

• You’ll receive an email notification whenever your ticket is updated. You can reply directly to that email.

Stay up to date

Our updates page is now part of the support portal.

• View new updates through the blue menu or the chat widget.

• We will continue to send periodic update emails to administrators, containing a summary of all new features, improvements, and bug fixes.

Have you accidentally deleted or finalised something in an overview? From now on, it’s possible to undo these actions. This way, you can easily reverse a mistake without losing anything.

• Click the ‘Undo’ button in the message that appears after you’ve carried out the action.

• This notification remains on screen for a few seconds. If you move the mouse pointer over it, the notification remains visible as long as the pointer is over it.

• This feature is available on all overviews where you can delete or finalise something.