Target system integrations
Kofax AP Essentials supports integrations with a number of ERP systems, financial systems and accounting programs. The level of integration with each target system can vary. For example, some systems simply accept incoming invoice data (output) from Kofax AP Essentials, whereas others integrate master data and workflows.
|Target system (version)||Output formats||Master-data||Workflow|
|Coupa (R31)||Data transfer via API, PDF, TIF||Accounts, Suppliers, Currencies, Contracts, coding fields (coding combinations for billing), Units of measure, PO data||Coding, Posting.|
|E-conomic||Data transfer via API, PDF, TIF||Accounts, Cost centers, Currencies, Payment types, Projects, Suppliers.||Coding, Posting.|
|Hogia||Data transfer via AP Essentials Connect, XML, PDF, TIF||Not supported.||Not supported.|
Dynamics AX 2012 (R2 to R3)
Because Dynamics AX is approaching its end of life, new features are no longer developed for this integration. Only critical fixes are provided.
|Data transfer via an integration inside Dynamics AX, PDF, TIF||Accounts, Suppliers, Currencies, and coding fields (coding dimensions).||Preliminary registration, Coding, Posting.|
|Microsoft Dynamics NAV ( 2016, 2017, 2018, Dynamics 365 Business Central)||Data transfer via an integration inside Dynamics AX, PDF, TIF||Supplier master data is supported in NAV 2017 CU7 and forward.||Not supported.|
|Microsoft Dynamics 365 for Finance and Operations (2021)||Data transfer via API, PDF, TIF||Suppliers (vendors), Procurement categories, Items/articles, Currencies with exchange rates, Sales tax groups, Item sales tax groups, PO data (2-way matching is supported, but 3-way is not)||Posting|
The integration uses API version 2021.2, which is forward-compatible with recent NetSuite versions.
|Data transfer via API, PDF||Accounts, Cost centers, Currencies, Projects, Suppliers.||Coding, Posting.|
|Oracle Financials Cloud||Data transfer via API, PDF, TIF||Accounts, Coding fields, Currencies, Suppliers.||Coding, Posting.|
|PROCESS DIRECTOR AP||Data transfer via AP Essentials Connect, PDF, TIF||Suppliers.||Coding and posting is possible, but we recommend using built-in functions in PDAP.|
|SAP S/4HANA Cloud ES||Data transfer via API, PDF, TIF||Accounts, Purchase orders, Suppliers||Coding, Parking, Posting.|
|SharePoint Online (Office 365)||Data transfer via AP Essentials Connect, PDF, TIF||Not supported.||You can use the Workflow service, but it does not interact with SharePoint Online.|
|Visma Administration (2013 to 2014.2)||Data transfer via AP Essentials Connect, PDF, TIF||Accounts, Cost centers, Currencies, Projects, Suppliers. Master data is downloaded from Visma. Administration. Supplier creation is supported during verification.||Preliminary registration, Coding, Posting.|
|Visma Business (5.2x, 5.3x, 8.x, 9.x, 10.x, 11.x, 14.x, 16.x)||Data transfer via AP Essentials Connect, PDF, TIF||Accounts, Cost centers, Currencies, Projects, Suppliers. Master data is downloaded Visma Administration. Supplier creation is supported during verification.||Coding, Posting.|
- Coding - General ledger account coding
- Preliminary registration - Document preliminary registration in the target system.
- Posting - Document posting in the target system
- Not supported- Neither workflows nor general ledger account coding are supported