Fortnox Integration: How to Set Up and Transfer Data

Expense is designed to seamlessly integrate with your existing accounting system and offers a reliable, proven integration with Fortnox.

Follow this guide to set up the integration and transfer data, such as internal accounts and accounting entries.

Setting Up the Fortnox Integration

1. Access the Integration Settings
   Navigate to Administration > Settings > Integrations.

2. Add the Fortnox Integration
   Select Fortnox from the Choose integration menu, then click Add.

3. Configure the Verification Series
   Enter the desired verification series and save the settings.

4. Activate Fortnox Integration
   Go to Integrations > Activate Fortnox.
   Log in to Fortnox through the popup window and grant permission to complete the integration.

Transferring Internal Accounts and Accounting Data to Fortnox

Internal Accounts

1. Go to Internal Accounts > Account Codes.
2. Click the three dots and select Import internal account codes from Fortnox.
   All cost centers will automatically be transferred from Fortnox into Expense.
   Note: The Dimension Type must be set to the relevant internal account (cost center/project) in order to allow for export.

Accounting
The approval and authorization process remains unchanged. However, once you click Export, all transactions along with any attached receipt images are sent directly to Fortnox under the Verifications section.

Important Considerations

• The user configuring the integration must have the appropriate licenses in Fortnox, including both Accounting and Archive licenses.
• If payments are to be processed via payroll, the user must also have a Payroll license in Fortnox.