Fortnox integration

• Activate the integration
  • Fetching of bills
  • Update customer numbers
  • Get account plan
  • Choose expense payment methods
• Using the integration
• Common error messages

In PSA-Fortnox integration you can: 

• send sales invoices from PSA to Fortnox.
• receive bills from Fortnox to PSA for approval.
• send accounting data of approved expenses and travel expenses from PSA to Fortnox. 

Permissions: Admin (integration settings), feature specific permissions
PSA plans: Growth, Business, Enterprise, Enterprise +

Activate the integration

1. Go to Settings > Integrations > Fortnox.
2. Click Authenticate Oauth2.
3. You will be redirected to Fortnox's authentication page. Follow the page's instructions.
4. After successful authentication, you will be redirected to PSA where you can proceed according to these instructions.

Fetching of bills

You can enable/disable the fetching of bills by choosing what types of bills you want to fetch daily. This way you will receive bills to PSA to allocate them to projects and approve them. After this you can go to Fortnox for payment. 

• Don't fetch bills
• Fully paid
• Unpaid
• Unpaid and overdue
• Unbooked
• Payment pending
• Waiting, authorisation pending
• All invoices
  
  

Update customer numbers

You can update the customer numbers from Fortnox to PSA. The updated customer numbers will be shown in PSA's account cards. 

Get account plan

You can fetch a list of active accounts from Fortnox. There are some limitations on what accounts are fetched from Fortnox.

Choose expense payment methods

You can set the payment methods for company card and own money, which will be transferred as expense accounting data. 

Using the integration

Sales invoices

• Sales invoices can be sent to Fortnox from the invoice list by selecting invoices you want to send and selecting Print & Export > Send to Fortnox.
• If the invoice's customer number doesn't exist in Fortnox, a new customer will be created to Fortnox during the invoice transfer.
• Invoices can be in currencies that are found in Fortnox settings.
• Support for attachments is enabled.
• Invoice payments are fetched from Fortnox once a day. 

Bills

The imported bill is targeted to PSA's default invoice receiver without project, unless the invoice includes the following data (one reference per invoice): 

• If the invoice contains a PR/PRJ number (same that can be found in PSA project's E-invoice target field) on some invoice field, the invoice will be automatically associated with that project and its project manager. 
• If the invoice contains a PO number in some invoice field, and similar purchase order has been saved in PSA, the invoice is associated with that purchase order, its project and project manager.
• If the invoice contains a US number in some invoice field, the invoice will be assigned to that user.
• If the bill has a project selected in Fortnox, PSA will automatically target the bill to that project and to project's manager.

You can approve your bills in Finago PSA. Information about approval is sent automatically to Fortnox (Approved + date). If you navigate to a bill in PSA and open it, you can find the messages and activity log on the right side.

Expenses and travel expenses

Accounting data of approved travel expenses and expenses can be sent to Fortnox from Finago PSA's Expenses and Travel expenses list > Print & Export > Send to Fortnox. Each cost row will get account number from the payment method, in order to be sent. 

Common error messages