Master data services

Master data services provide methods for incorporating master data with Kofax AP Essentials. Alternatively, you can import master data from Microsoft Excel. Master data is typically used to validate business information in the system. For example, when you verify an invoice, the Supplier list can be populated with suppliers from master data.

You use Kofax AP Essentials Connect to upload master data to Kofax AP Essentials.

There are two types of master data: pre-defined and generic. You use the pre-defined master data type for suppliers, customers, buyers, currencies, supplier banks and general-ledger accounts. You use generic master- data objects to define custom master data not covered by the pre-defined types