Exchange documents with M.E.Doc
Exchange data between your accounting system and M.E.Doc. Data Bridge collects the required details, checks them and prepares documents in the format needed for the configured exchange.
Data preparation
Less repeated transfer of already prepared data
Structural checks before an agreed import
A defined file route between responsible systems
Collect the data from accounting sources
Exchange data can come from a business database, ERP application or Excel. Identify the fields required by the destination process and map them to the agreed format. Records from several sources can, for example, follow the same detail-validation rules before subsequent document processing.
- Combine files, databases and available APIs
- Map document details, identifiers and dates
- Check required values and duplicates
Create a predictable exchange
Agree the available import or export method, format and file rules with your M.E.Doc administrator. Data Bridge can prepare XML, tabular data or another supported dataset to match that contract and deliver it to an exchange folder or configured interface.
- Format and structure defined for your scenario
- A local folder, network resource or agreed API
- Rules for names, locations and repeated delivery
Describe the exchange
Identify the documents, available formats and responsible systems.
Map and validate the data
Configure fields, keys and preparation rules for a controlled dataset.
Agree the working route
Verify import or export with the M.E.Doc owner and choose how the flow should start.
Connect document data to subsequent analysis
Data received through an agreed export can be normalized, reconciled with accounting records and used in internal reporting. Build a clear sequence of retrieval, validation, delivery and notification. Document operations remain part of your configured M.E.Doc working process.
- Reconcile available identifiers and measures
- Prepare data for reporting and operational checks
- Review flow history and processing notifications
Your questions, answered.
How to connect your data, manage access and get started.
How is the exchange format selected?
It follows the capabilities of your M.E.Doc version and configured process. The contract defines structure, required fields and delivery rules for the specific dataset.
Can an internal network folder be used?
Yes. An agreed file route can use accessible storage or an approved local or network folder through UBC Agent.
What does this scenario deliver?
A prepared and validated exchange dataset, a clear route for its delivery and information that supports subsequent internal checks.
Let’s start with your task.
Tell us which data you need to connect. We will explain how it works and show you an example.
Bring your challenge. See a way forward.
Sources, rules and outcomes — let’s build the conversation around your workflow.