Fortnox integration

🔗 How the integration works

📊 The accounting is sent directly to Vouchers in Fortnox
📎 The receipts are attached as supporting documents
🏢 Cost centers and projects can be fetched from Fortnox
✅ No file handling is needed

👉 Applies to: administrators in companies that do their accounting in Fortnox.

✅ Before you start

The user who connects the integration must have the following in Fortnox:

Requirement	Why
Bookkeeping license	So that verifications can be created
Archive	So that the receipts can be saved
Payroll license	Only if salaries are paid out through Fortnox

⚠️ If any of these is missing, you cannot connect the integration.

ℹ️ The Fortnox names in this article are translated and may not match exactly what you see in Fortnox.

⚙️ Connect the integration

Go to Administrate > Settings > Integrations.
Click Choose integration > Fortnox and then Add.
Enter the verification series and click Save.
Click Activate Fortnox.
Log in to Fortnox in the window that opens and approve the connection.

✅ The integration is active.

🏢 Fetch internal accounts from Fortnox

Go to Internal accounts > Account codes.
Click the three dots.
Choose Import internal account codes from Fortnox.

✅ The cost centers or projects are imported to Expense.

⚠️ The internal account must have the right dimension type, for example cost center or project. See Step 2: Create and configure internal accounts.

📤 Export to Fortnox

Method	How
Manually	Click Export when the expense reports are ready. See Step 6: Export expense reports to accounting
Automatically	Expense exports on a schedule that you set, see below

Automatic export

Go to Administrate > Settings > Import & Export.
Enable automatic export.
Choose how often: daily, weekly, every other week or monthly.
Choose the time of day and time interval.
Add recipients for the confirmation email and save.

✅ The export runs automatically and a confirmation email is sent when it is done.

📊 What happens in Fortnox?

📊 Verifications are created under Vouchers
📎 The receipts are linked as supporting documents
✅ The accounting is ready for follow-up and year-end closing

🔄 Reactivate or reconnect the integration

If the integration has been inactive for a long time, the connection may need to be renewed.

If	Do this
The integration has stopped working	Go to Administrate > Settings > Integrations, click Fortnox, choose Reactivate and approve the connection again
Reactivation does not work	Click the red stop button next to Fortnox under Integrations and add the integration again

💡 Tips for the best result

✅ Check that the chart of accounts in Expense matches Fortnox
🏢 Fetch internal accounts from Fortnox right after connecting
📊 Test with one export and check the verification in Fortnox
📎 Check that the receipts are included
📧 Add the right recipients for the confirmation emails for automatic export

❓ Frequently asked questions (FAQ)

Do I need to export files manually?
No, the integration sends the verifications directly to Fortnox.

Can the export run automatically?
Yes, enable automatic export and choose how often it should run.

Do I get a confirmation after the export?
Yes, for automatic export an email is sent to the recipients you have chosen.

Can I change how often the export runs?
Yes, at any time under Import & Export.

What do I do if the integration stops working?
Reactivate it. If that does not work, remove it with the stop button and add it again.

✅ Summary

🔗 Connect Expense to Fortnox under Administrate > Settings > Integrations
🏢 Fetch cost centers and projects from Fortnox
📤 Export manually or automatically on a schedule
📎 Verifications and receipts go directly into Fortnox