Fortnox

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

What data can be transferred with this integration?

Customers

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.

Projects

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.

Incoming expenses

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.

Invoices

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

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 here.

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.

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 here.

One-time configuration

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