The connector ensures that all relevant master data (creditors, payment methods, VAT codes …) are synchronized from Topal to M-Files. This makes it possible, for example, to manage the accounts payable documents outside Topal.

Key features of the application:

• Communication via Topal WEB Service
• Frequency of data exchange freely configurable
• Master data exchange (Topal à M-Files)
• Document creation in Topal
• Status comparison (Topal à M-Files)
• Automatic recognition of duplicates
• Workflow control
• Automatic account assignment (no plug-in)
• Error return from Topal directly to M-Files
• Posting automatically completed according to master data from Topal (e.g. cost center)
• Select the storage location of the invoices and credit notes
• Receipt (PDF) in M-Files and link in Topal (variant 1)
• Receipt (PDF) in M-Files and additional storage in Topal (variant 2)
• Automatic calculation of the missing amount for item entry#
• Automatic compensation for position differences of less than 4 centimes
• Automatic account assignment
• Easy integration with “parashift”

Benefits

Automatic end-to-end-Process:

Time saving (from various customer feedbacks): per receipt approx. 15 min. With 10’000 receipt per year – you can save approx. 2’000 hours per year.

The Topal connector from Lean Business allows you to create a digital and auditable accounts payable archive with different views according to different status:

e.g. “show me all invoices and credit notes with visa 2 pending”.

e.g. “show me all invoices and credit notes archived previous year n”.

Technical requirements

M-Files Server

• .NET Framework 4.8
• M-Files Server Version >= 20.05.0.0

Others (data extraction)

• The connector from parashift “Parashift Platform”

Others (Topal)

• One dedicated Topal-User for Vault Application
• Topal Version 11.0 or higher
• 9010 | Interfaces User
• 2000 | Accounts Payable Subledger
• Optional: 1020 | Cost centers (If cost centers/cost objects are used in accounting)