Simplyfile Topal Connector

The Topal Connector enables the collection of master data from Topal for metadata allocation. The booking items are transferred to Topal for posting. After payment has been made, the status of the invoices or credit notes is written back to M-Files.

Publisher: simplyfile AG

Product Description

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 simplyfile 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)

Documentation and Additional Information


Download Link Description
 Product Screenshot Topal Screenshot
 Website Topal Website

Licensing and Downloads

Licence Type Purchase Required - Contact Publisher for Licensing Information


Version Description M-Files Version Support

Contact Information

Website https://www.simplyfile.ch
Sales and More Information
Contact Name Urs Kälin
Email Address info@simplyfile.ch
Phone +41 (0) 71 228 59 61
Technical Support


Support Email support@simplyfile.ch
Support Site
Support Phone

Product Specifications

Supported Environments

Customer Environment:

M-Files Standard Cloud:

M-Files Isolated Cloud:

 Yes

 No

 Contact M-Files

Supported Languages German, English
Regional Availability Global

Screenshots