Fortnox integration

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

Enabling the Fortnox integration

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

Connecting to Fortnox

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

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

Configuring the accounting settings

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 a input field for the accounting asset account for each of the Cardboard accounts. Set the value to the account you want us to assign the payment to, e.g. 1930.

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 Fortnox.
• Project - This is the project number from Fortnox.
• Department - This is the cost center number from Fortnox.
• Expense account - The account number of the expense account, e.g. 5420.
• VAT rate - The percentage of VAT applied. We will select the correct accounts for the postings based on this rate and whether reverse charge is selected.
• Reverse charge - Select this if the VAT should be done as a reverse charge.

Pushing payments and receipts to Fortnox

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 fortnox by either clicking the push button next to the header or by clicking the push icons on individual payments.
• Pushed to Fortnox - 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 Fortnox as supplier invoices already marked as payed.