Fiken integration

Cardboard offers an integration to Fiken so that the payments and receipts can be pushed from Cardboard to Fiken with one click. This document explains how to set this up and configure the accounting part of Cardboard.

Enabling the Fiken integration

In Cardboard go to Accounting > Settings > General and check that the accounting systems is set to Fiken before going to Accounting > Settings > Integration. On that page there should be a button “Enable Fiken add-on”. Click it to enable the add-on. The system should tell you if this will upgrade your Cardboard subscription.

Connecting to Fiken

This step has to be done by someone with access to Fiken.

Note that Cardboard's integration with Fiken requires the "API-modul" to be enabled in your Fiken account. This feature might incur additional costs for your Fiken account unless you already have it enabled for an existing integration.

After enabling the add-on in the previous step the button should now say “Connect to Fiken”. Click this button and Fiken should open up where you will have to log in and approve the Cardboard integration in Fiken. After that is done you should have been returned back to Cardboard, and the button should now say “Fiken connected”.

Configuration in Fiken

Bank account

Fikens needs to have a bank account for each of the Cardboard accounts. Go to Foretak > Bankkontoer. Click Ny bankonto. Fill the form:

• Navn: Cardboard NOK-konto
• Type: Utenlands / betalingstjeneste
• Bank / betalingstjeneste: Utenlandsk bankkonto
• Bankkontonummer: Can we anything. We recommend using the "BA..." account number from Cardboard which you can find in the account list.

Click Legg til ny bankkonto. Note the Regnskapskonto, e.g. "1960:10007", of the new bank account, as you'll need this when configuring Cardboard later.

Configuring the accounting settings in Cardboard

The next step is to configure the accounting settings for both your accounts and your subscriptions.

Configuring accounts

In order to configure the accounts go to Accounting > Settings > General. There is an input field for the accounting asset account for each of the Cardboard accounts. Enter the Regnskapskonto, e.g. "1960:10007", that you created in the Fiken setup step above here.

Configuring subscriptions

In order to configure the subscriptions go to Accounting > Settings > Subscriptions. It is also possible to configure from the accounting tab on the subscription page of each subscription. The first section contains the default values. These values will be used if the same values are not set on the subscription line in the section below. On each of the subscription these values can be configured:

• Supplier (required) - This is the supplier number in Fiken, e.g. 20003.
• Project code - This is the project number from Fiken.
• Expense account - The account number of the expense account, e.g. 46103.
• VAT code - The VAT code used for expenses from this subscription.

Pushing payments and receipts to Fiken

To push payments and receipts go to Accounting > Export. On that page select the month you want to push. The next page will show all the payments for that month. They are listed in different sections:

• Needs attention - These payments needs manual intervention before they can be pushed., e.g. uploading a missing receipt.
• Ready - These can be pushed to Fiken by either clicking the push button next to the header or by clicking the push icons on individual payments.
• Pushed to Exact - These are the ones that already have been pushed. They can be pushed again by clicking the push icon on the payment.

The pushed payments will show up in Fiken as kjøpsutkast, which can be found by going to Kjøp > Kjøpsoversikt > Utkast. Click into each draft, review it, and click Registrer kjøp to make the draft fully accounted purchase.