Need an advice on using Trovi?

Dashboard is an initial screen of your Trovi application and it provides a complex overview of your business. There is up-to-date information about revenues, expenses and overall balance. You also have an overview about the biggest partners, non-payers and invoices past-due. If your business is a non-VAT business at the moment, dashboard provides an insight about your status.

Your colleagues, employees, an accountant or a lawyer can use Trovi as well. Just create an user account for them in the company settings and Trovi will automatically send login credentials to the e-mail address you provide.

You can use a single Trovi account for all your companies and businesses, accessible under one login. They are visually well separated to get a comfortable overview.

There is a simple table in Contacts section with all your customers, suppliers and their balances. It will give you the right insight into how many invoices are issued with a particular partner and for how much money. If there is anything past due, there is a selected list of such invoices with their resepective amounts.

Trovi has integrations with slovak commercial registers (more countries coming soon), so all you need to fill in is a particular business name and all data from commercial registers will complete automatically.

Tagging of documents is a structured and effective tool for quick navigation and search. You can use tags to search in any documents (invoices, expenses, orders or price offers), projects, products, or customers
Tags can be added or deleted very simply.

The Trovi system also provides an API platform through which you can connect Trovi with your e-shop, CRM system, or your website with an order form and automate various operations, such as invoice generation. You will find the section with your API key under the "Edit Company" section, in the "API" option. You can find the publicly available documentation at https://api.trovi.sk/docs.

Create structured and modern invoices carrying the visual identity of your company by uploading the custom logo and stamp in the company settings. They will be automatically added to any created document (invoice, order, price offer, ...). It is possible to have a different logo and a stamp assigned to any company.

An integral part of modern and smart invoicing without any typos is a QR code for easy and fast payments. Give your customers comfort in paying your invoices. QR code is generated and added to the invoices. Please note, that QR codes work for EUR currency only.

Trovi enables invoicing in any currency, in multiple languages. You can change the currency and language of your invoice on the right side of the screen. This setting is possible to pre-define in the contact details of your customer or supplier.

In case you have multiple bank accounts for one of your companies, you can add them all to Trovi, so you can use them with invoices and costs. There is possibility to add unlimited number of accounts in section Bank accounts under company settings. Afterwards, you can choose any account from your list while creating an invoice. There is also possibility to add new account while creating an invoice. If you are using automatic payments pairing, it will work for all paired accounts - find out more in section Automatic payments pairing.

Set up automatic notifications about payments and SEPA statements, and all payments and settlements in Trovi will automatically pair with your invoices or expenses according to data from your bank. You can count on Trovi, that it will keep everything up-to-date and save your time.
All you need to do is to set up sending SEPA statements or payment notifications (in your internet/mobile banking) to your e-mail defined in the company settings in Trovi (Payments pairing). If you have multiple bank accounts for one of your companies, automatic payments pairing will work for all accounts paired with your internet/mobile banking.

Payment discipline and past due invoices is a big issue. Reduce the volume of your claims by sending reminders. Trovi will notify you on the Dashboard about every past due invoice, so you can send professional reminder to your partner, prepared by a lawyer. It is possible to adjust the text of the reminder which is included into the email with the details of the claim attached.

To create and manage Proforma invoices, visit Proforma section in your sidebar menu. After the received payment, it is possible to create a proper invoice just right from the particular Proforma invoice.

Record all expenses and received invoices in a structured way including information about their payment. It is possible to export and send them to your accountant. Information about expenses are integrated into the Dashboard. The expenses chart provides you with the general overview, actual balance and cost effectiveness.

Save time preparing materials for your accountant. Choose what data you want to provide. Invoices, Proforma Invoices, Expenses, Invoices Received, Orders. Following export file formats are supported: *.xlsx, *.pdf, *.csv, *.xml.

Make ordering of your goods and services easier and create structured and modern orders labeled with your custom logo and a stamp. All orders are stored, so it is possible to get back to or bulk export them. It is also possible to send them by e-mail directly from the application.

Number series are used mainly by more demanding or larger companies. They help to divide some particular series of invoices, proforma invoices, orders or price offer due to various reasons, e. g. special project, client, …
Each new company in Trovi has preset one default number series for each document type. This default setting is recommended by our accountants.
Settings of number series can be changed and it is also possible to deleted them or add unlimited number of series for each document type. But there has to be at least one number series for each document type. You can also choose any from your series and set it as default for particular document type, then it will be automatically chosen when creating new document.
Settings of number series can be found in Edit company section, when you click on Number series tab. Here you will see list of your number series will all needed details. Number series can be modified, added, deleted or set as default.
When creating new number series, you have to choose document type you would like to use it for and period after which it should reset (e. g. monthly period has some symbol for particular month in its format). Next you can set static variable (e. g. number indicating document type, project, client, …), date format and dynamic variable (please think of how many documents in total you would need to create for this document type in that particular period). You can also change order for these 3 parameters, simply drag&drop any of them. In the end, you just enter name for the new number series and choose whether it should be default for the particular document type.

For each document type there is at least one number series and also at most one default series. Default number series is automatically chosen when creating new document, but it can be changed. For each document there can be, of course, just one number series chosen. According to it Trovi will generate closest available document number (e. g. invoice number).Number series can be chosen while creating document, but can be modified anytime later. In addition to the choice of number series, also document number can be changed. Trovi will always automatically choose closest available document number in the particular number series. It can by changed so you skip several number due to some reason (e. g. if you need to reserve them for other use). Of course, it is not possible to choose already used document number, but Trovi will notify you about that, so you do not end up with errors in your bookkeeping.
If needed, new number series can be also created while creating new or editing existing document.

You can add a discount to an invoice item. To do so, click on the “Discount“ option on the right below the total amount of the item. After you click on this option additional fields will be displayed to fill in the discount information. In the first field, you can enter the name or reason for the discount on the item. Then enter the amount of the discount in % in the second field. The sum and total sum of the discount will be recalculated automatically.

Upgrade your price offers to the professional level and save time. It is possible to create structured and professional price offers including a custom logo and a stamp. There are also options to document them as well as bulk export them. It is also possible to send them by e-mail directly from the application.

Track the time spent on your projects and manage them better. Tracker function provides the option to create projects and tasks per each partner with an option to assign a various hourly rate. Using the time tracking tool, available also as Google Chrome plugin, it is possible to track the spent time. It is possible to report and invoice directly to the partner as well.

Reporting of projects via Trovi is very simple. All you need to do is to choose time period (e.g. calendar month) or particular projects or tasks which you would like to report and/or invoice. After you choose your projects, tasks and time period your report and invoice is just 2 clicks away. If you wish there is possibility to e-mail them directly from Trovi, it takes just 1 more click.

There is Accounting services module in Trovi with which you can access professional and verified accounting services or advisory. Based on provided information we will get you in touch with right partner for your particular needs.
All you need to do is to fill out the initial form. From that point on, we will take care of your request.

There is Accounting and HR services module in Trovi with which you can access professional and verified payroll and HR services or advisory. Based on provided information we will get you in touch with right partner for your particular needs.
All you need to do is to fill out the initial form. From that point on, we will take care of your request.

There is Legal services module in Trovi with which you can access professional and verified legal services or advisory. Based on provided information we will get you lawyer with the necessary specialization.
All you need to do is to fill out the initial form. From that point on, we will take care of your request.

Open Banking is new, innovative and more secure way to connect your accounts with business administration that you have in Trovi. Thanks to Open Banking you can use automatic payments pairing with invoices or expenses and keep track of your account balance and transactions right in Trovi. We are already working on new features, which will safe you some time, effort and will bring you some new benefits.
The service is provided by Tatra banka, licensed payment service provider.
The service is charged according to the price list.
Open Banking is currently available for accounts in following banks:

Open Banking service is provided by Tatra banka, licensed payment service provider. Trovi is connected to this service by a secured and audited API, which combines the technical and security requirements of Tatra banka and the National Bank of Slovakia. After Open Banking activation you will be redirected to Tatra banka site, where you will authorize your accounts for Trovi. Your bank login credentials are processed exclusively by the bank. Authorization can be revoked at any time.

After you log in to the Trovi, you will find Open Banking on the bottom of left menu. There you will find all basic information about the service, which we recommend you to read. Fees for use of the Open Banking service are always generated for the entire calendar month by the bank. Due to this reason, a full monthly fee will be charged for activation on any date. If your situation allows so, we recommend activating the service at the beginning of the month to get the most out of the fee. Before activating the service, it is also necessary to add a payment card, which will be used for payments for the Open Banking service. You can add a card in the settings of the service or go straight to the activation, where Trovi will automatically notify you and allow you to add the card. After clicking Activate Open Banking service button, you will be redirected to a bank site, where you will authorize your accounts for Trovi. On the site of the bank it is necessary to log in with your internet/mobile banking login credentials. Your bank login credentials are processed exclusively by the bank. You will then be redirected to a screen where you will be able to choose which of your accounts you want to authorize and add to the Trovi. If you wish to add accounts from other available banks, you will be redirected to the site of a particular bank, where you will need to verify yourself with the login credentials of that particular bank. After selecting particular accounts and confirming your selection, you will be redirected back to the Trovi, where you will be able to work with your accounts. If you want to use any of the accounts for automatic payments pairing, you must also add this account/IBAN to the Bank accounts section. Each account will be authorized for 90 days, after this period it will be necessary to reauthorize each account (reauthorization can be done for all accounts at once). The length of the 90-day authorization is set for security reasons based on the requirements of Tatra banka and the National Bank of Slovakia.

You can change the authorization of accounts at any time.If you already have an account or accounts activated, you can add more of them at any time. You can also deauthorize any of your accounts at any time. If you wish to make any change, you can do so via the Open Banking settings, which you can access via section Edit company, or via the Open Banking settings button on the screen of the service. You make these changes exclusively on the bank's site, so you will be redirected to the bank's site after clicking the Edit accounts authorization button in the Open Banking settings. Then follow the instructions and select which accounts you want to authorize. Please note that this change only authorizes the accounts you select at this time and they will be reauthorized for another 90 days. The entire service can be deactivated by clicking the Deactivate Open Banking button in the Open Banking settings. The service will be immediately deactivated withoutobligationtoauthentication on the banksite. The Open Banking service is charged according to the price list per each account that was active in a given month, regardless the number of active days. For this reason, we recommend that you consider changing your accounts or deactivating the service at the end of the month.

You can check account balance and transactions with all necessary details for each authorized account.You always have a history of 3-6 months, depending on when you have authorized the account.You can filter or export transactions for each account to xlsx. If you want to use any of the accounts for automatic payments pairing, you must also add this account/IBAN to the Bank accounts section. Subsequently, all account's transactions will be paired with invoices or expenses in Trovi. Pairing of a transaction with an invoice or expense is indicated by a distinctive icon at the end of the line in the transactions statement. On the invoice or expense detail with paired transaction, a button will appear next to the payment date, under which a detailed statement of all paired transactions could be found, together with their sum. We will also notify you about the pairing of the payment with the invoice or expense on the Dashboard and in the All events section.

The service is charged according to the price list. Payment for the service is possible only with a payment card, which needs to be added before service activation. The payment card administration can be found in the Open Banking settings, together with a list of all payments for this service and invoices, which can be downloaded anytime (even after service deactivation). These invoices for the service are also automatically uploaded to the Expenses section (if you have this setting). The service is paid per month in advance and it is charged for each account that was authorized. After activation and the first payment, the monthly fee is paid automatically, of course, unless you deactivate the service. Automatic payments are performed several days before the end of the month and if payment fails for any reason, we will try it again twice more. Fees for use of the Open Banking service are always generated for the entire calendar month by the bank. Due to this reason, a full monthly fee will be charged for activation on any date. If your situation allows so, we recommend activating the service at the beginning of the month to get the most out of the fee. We also recommend that you consider this setup when changing or disabling accounts. We recommend that you deactivate any account at the end of the month to get the most out of the fee.