LogoLogo
  • The Moment Knowledge Base
  • Moment
  • My Pages
    • My Settings
    • Time
      • Timesheet
      • Hours Report
      • Time balance
      • Absence Overview
      • Absence Report
      • Planned absence
    • My overview
    • My Tasks
      • My Task Board
    • Project Management
      • To be invoiced
      • Project Report
      • Hours report
      • Invoices
    • My Travel & Expense
      • New Expense
      • Claims
    • Project Expenses
    • Education
    • Organization
    • My Stats
    • Menu items
  • Tasks
    • Planning
    • Recurring tasks
    • Tasks report
  • Customers
    • Overview
    • Customer profile page
    • Contacts and mailing lists
    • Invoicing settings for individual customers
  • Offers
    • How to activate the offer module in Moment
    • Sending offers from Moment
    • How do hours in activities from an offer show in Moment's capacity overview?
  • Quality
    • Checklists
      • Working with checklists
      • Importing checklist templates
      • Control column
      • Checklist Report
    • Nonconformities
      • Action types
      • Categorize with tags
      • Impact
    • Routines
    • Project reviews
    • Evaluations
    • Risk management
    • Risk report
    • Settings
    • How can Moment support ISO certification for your company?
  • Projects
    • Overview
      • On map
      • Status
    • Dashboard
    • Report
    • Price Lists
    • Forecast
    • How to setup hours approval in Moment
    • Project Roles
    • Projects Main Page
    • Template projects
    • Activities
      • How to copy activities, move hours from one activity and deleting activities.
    • Project plan
      • Project Plan features
      • Budgeted costs and revenue in Moment's Project Plan
      • Accrual report
    • Expenses
    • Price Model
      • Price model: Hourly rates
      • Price model: Fixed price
      • Price model: Subscription
    • Invoice settings
    • Profit Factor
      • Calculated profit factor
      • Fixed profit factor
    • Products
    • How to keep track of costs in non billable-projects
  • Resources
    • HR (Pro)
      • Configuration
      • Reports
    • Co-workers
      • Schedule
      • New user (co-worker)
        • First time login in Moment for new users
      • Access Rights
      • Education
      • Hourly rates
      • Licenses
      • 📆Absence Approval based on tags
      • How to register furloughing (permitteringer) in Moment?
      • Why do my co-workers and I have too many/few banked hours?
      • How to add co-workers to projects between two partner companies
    • Resource Planner
    • Reservations
    • Capacity
  • Finances
    • Invoices
      • Payment ID
        • Payment ID Examples
      • Credit invoices in Moment
      • Updating the invoice summary.
      • Can't export invoices to an external accounting system
      • Splitting invoices between two customers
    • Project expenses
    • Product sales
    • Subscriptions
    • To be invoiced
      • Invoice draft approval
      • Common problems that prevent invoicing
    • Payments and write off
      • Customer has paid an invoice twice/OCR file has been read twice
    • Customer ledger
    • Payment reminders
    • Invoicing in advance (A-konto)
    • OCR files (KID in Norway)
    • E-invoicing
      • Countries
        • Norway
        • Sweden
        • Iceland
        • Denmark
          • Background info and technical details
      • PEPPOL BIS Billing 3.0 (EHF 3.0)
      • Addresses / PEPPOL ID
  • Company
    • Hours overview
    • Absence
    • Timesheet status
    • Hours and vacation balance
    • Billable time report
    • Performance
    • Files
    • Logs
    • Forecast
    • Holidays
    • Export invoices
  • Setup
    • Access control
      • Settings for Role Based Access Control
    • Tags
    • Travel & Expense
      • T&E configuration
        • Expense types
          • Norway
            • 2022
            • 2023
            • 2024
    • Notifications
      • Export invoices
  • Moment - By topic
    • How to setup and test Moment
    • Education
      • Setup
      • Registration
      • Reporting
    • Partner Companies
    • Moment FAQ
      • Security
    • Integrations
      • Real-time integrations
        • 24SevenOffice
        • Azets
        • Business Central
          • Configuration
            • Business Central App
            • Business Central
            • Moment
          • Data flow
        • Business Central Payments
        • CatalystOne
        • DK+
        • DnB Regnskap
        • Fiken
          • Authorization
        • Fortnox
          • OAuth 2 authorization
        • Fortnox Payments
        • PowerOffice Go
        • SharePoint
          • Configuration
            • Azure Active Directory
              • Postman
            • SharePoint
              • Content Type
                • Activity
                • Year
                • Period
                • Tags
        • Sparebank1 Regnskap
        • Tripletex
          • VAT Settings
          • Cost category names
        • Uni Economy
        • Uniconta
        • Uniconta Payments
        • Visma e-conomic
          • Incoming expenses
          • Demo
        • Visma e-conomic Payments
        • Xledger
      • File exports
        • Accounting system
          • DK
          • Duett
          • Dynamics C5
          • eFina
          • InfoEasy
          • Mamut
          • SIE 4
          • Uni Economy
            • Import central
          • Uni Micro
          • Visma Business
          • Visma DI Systems
          • Visma Global
          • Visma Scenario
          • Visma.net
          • Xero
            • Xero templates
          • Xledger
            • Format AR10
            • Format GL02b
          • Factoring
            • SG Finans
              • File content
            • Sparebank1 factoring
        • Wage system
          • Hogia Lön
          • Huldt & Lillevik Lønn
          • Visma Lønn
        • Export templates
          • Template editor
            • Create template
            • Edit template
              • Content
            • Test template
          • Customers
          • Expenses (Claims)
          • Hours (Time records)
          • Projects
          • Custom template
      • File import
        • Integration/file import
          • SoMe Ad Expenses
            • Configuration
            • Import
            • Ad providers
            • Technical description
          • Visma Document Center
            • SFTP configuration
            • Visma Document Center CSV file
        • Moment Importer
        • Object import/update
          • Import
        • Tools
          • Checklist
          • Expenses from file
          • Import expenses
      • Other systems
        • Ambita
        • Holte
        • JIRA
        • MAKS
        • RecMan
      • SSO
        • Google
        • Microsoft
      • Webhooks
        • Claims
        • Customers
        • Invoices
        • Offers
        • Projects
      • Known issues
        • Tripletex
        • 24SevenOffice
        • General
          • Invoice not transferred due to VAT code
  • Change Log
  • For developers
    • API
      • Authorization
        • Postman
      • Rate limit
      • How to use the API
      • How to get the your data
        • projects/projectRegisteredHoursReport
        • timeRecords/getReport
      • Moment API Swagger
  • ProjectHelp
    • ProjectHelp Support
Powered by GitBook
On this page
  • What data can be transferred with this integration?
  • Important to know
  • One-time configuration

Was this helpful?

  1. Moment - By topic
  2. Integrations
  3. Real-time integrations

Fortnox

PreviousAuthorizationNextOAuth 2 authorization

Last updated 11 months ago

Was this helpful?

Swedish business system company, see more information about on their page.

What data can be transferred with this integration?

When a customer is created in Moment, it will be immediately transferred to Fortnox. Any changes on a customer will trigger a transfer from Moment to Fortnox.

Fields included: customer name, customer number, organization number, email, address fields and country code.

When creating a new project, it will automatically be transferred into Fortnox. Any changes on a project will trigger a transfer from Moment to Fortnox.

Fields included: project name, project number, start date, end date, project status.

If the project start date is missing in Moment, the project's create date will be used.

When activating this, Moment will automatically retrieve incoming expenses (supplier invoice) from Fortnox. Then you can include these expenses when invoicing customers.

We will only retrieve expenses that have been approved and posted on a project that exists in Moment. In addition it is possible to filter what account number the expense is posted to, so that not all expenses are imported if not needed.

When an invoice is finalized in Moment, it will be immediately transferred Fortnox. Each invoice will create an Fortnox-invoice with invoice lines, and then the invoice will be automatically posted in the journal in Fortnox.

The invoice number in Moment will be set as voucher id in the accounting system. The invoice lines will be grouped according to the financial account number. If you finalize a credit note, it will contain the corresponding invoice number.

Fields included in the invoice: invoice number, description, customer number, project number, invoice date, due date, payment id, total amount including vat, your reference, their reference.

Attachments (pdf file and other attachments that has been sent to the customer) will also be transferred into Fortnox, together with the invoice.

Payments that has been registered in Fortnox can be transferred to Moment using the integration Fortnox Payments. With this, payments done in Fortnox will be automatically updated in Moment. Read more about the integration .

Important to know

Moment = master. This means that the invoice number, customer number and project number will be transferred into Fortnox. It is not possible to change these numbers in Fortnox.

This integration requires that you enable the project module in Fortnox.

In order to transfer an expense, it is required that the belonging project must have a start date in Fortnox. If start date is not set on the project in Moment, Moment will transfer the project's create date instead.

The integration checks for new expenses once every day, and get's all expenses date 30 days back in time. The check is done at 22:00 CET.

Fortnox post expenses with their expense date, if an expense is posted more then 30 days after the expense date, this can be imported by manually using the Import tool on the tools page, define the number of days back to cover for any missing expenses.

One-time configuration

  • If you want to import expenses, please decide if you want all expenses to be set as billable be default. This can be overridden on the price model on each project, or for each expense when invoicing.

  • Please make sure your account numbers and vat codes are equal in Moment and Fortnox.

  • Please add the email address that will receive error messages if something fails.

Fortnox has an option to enable OCR on customer invoices, this is by default set ON. This can be set to OFF, as this will be generated in Moment if used. How to configure this can be found .

Fortnox uses OAuth 2 to authenticate integrations and this involves a process of multiple steps to be taken, see more information about this .

here
here
Fortnox
here