Modules

Modules are function packages that bundle related program functions in konfipay. Each module can be booked independently of the others, so konfipay can be adapted to the needs of the client. Most modules can be tested for a limited period first.

Module overview

On the administration landing page, the Modules section shows how many modules are booked, in trial or available. Show modules opens the module overview. It groups the modules into the sections Basic, Bank access, Extensions and Country modules and briefly describes each module; More info leads to the matching section of this article.

Each module has one of the following states:

Modules that are not offered to the client do not appear in the overview. Administrators of the client can start a trial or book a module with the buttons Test for 30 days, Book or Book now.

Available modules

The following modules are currently available:

konfipay (base module)

Section Basic. The base module is the foundation for payment transactions: entry and submission of payment orders, retrieval, processing and display of account transactions and balances, and the management of bank accounts, payment partners and other master data. The following functions are also included:

• Exchange rates

• PayPal

• Import

• Payment providers

konfipaySign

Section Basic. konfipaySign is used to sign payment orders electronically via the distributed electronic signature (VEU): open orders of all connected banks are retrieved, reviewed and signed or cancelled in one place – automatically according to your own rules if required, and on the go with the konfipaySign app. Further information can be found in the article konfipaySign.

PSD2/FinTS module

Section Bank access, listed as PSD2/FinTS in the module overview. The module also connects banks and accounts without EBICS: account transactions are retrieved and payments sent via the PSD2 and FinTS interfaces. There is no trial version for this module.

SFTP Module

Section Bank access, listed as SFTP in the module overview. The module exchanges account statements automatically via SFTP: konfipay collects statements from an SFTP server and also places them there for other systems such as an ERP system. Payments are not transferred via SFTP. There is no trial version for this module.

konfipaySync

Section Extensions. The module is required for the konfipaySync application: it retrieves account transactions in camt or MT940 format and transfers payment files from the file system to konfipay – scheduled and without any programming. Without the module, konfipaySync cannot log in to konfipay. The download in the administration area under API › konfipay sync is available with the module or during the trial.

Country Module AT

Section Country modules, listed as Austria in the module overview. The module supports Austrian payment formats and country-specific requirements, for example tax office payments. Newly created EBICS contacts can thereby receive the country code AT and the Austrian EBICS order types.

Further information

• Modules generally neither restrict nor extend the interfaces offered via the API. The exception is konfipaySync: the application can only log in if the module of the same name is active.

• Some program functions are required by several modules and are available as soon as one of these modules is active. Example: the EBICS function is required by both the konfipay and the konfipaySign module and is therefore available in both.

• Each module can be tested independently of other modules. When a trial expires, only the functions that belong exclusively to this module are deactivated. Functions required by several modules remain available as long as at least one of these modules is booked or in trial.

• A trial lasts 30 days. The module overview shows whether a trial is offered for a module; there is no trial version for PSD2/FinTS and SFTP.

• Only modules that are available to your own client can be passed on to subordinate accounts.