Fortnox

Koncernify connects to Fortnox through the Fortnox API. An approved journal is booked as a voucher in a series kept for AI journals, which makes AI work visible in Fortnox itself as well as in Koncernify.

Before you start

The person who connects the company must be able to allow integrations in Fortnox. A Fortnox company also needs the integration licence that Fortnox charges for API access. Fortnox’s own test companies do not.

1. Connect

Under Ledgers, choose Connect ledger, pick Fortnox and name the company. Then choose Connect and sign in to Fortnox, which asks you to allow Koncernify to read and write bookkeeping, company information, supplier invoices and payments. After you allow it, Fortnox sends you back to Koncernify, and the ledger shows as connected.

2. The AI voucher series

Koncernify books AI journals in their own voucher series, named AI unless you choose another code when you add the ledger. If the company has no such series, Koncernify creates it. Fortnox accepts vouchers from an integration only in a series marked for manual entry, so Koncernify also sets that flag on the series.

Each voucher’s text ends with its reference, written sg-…, because Fortnox refuses square brackets in voucher text. The reference is what lets the record and the report find the voucher again.

Changes in Fortnox

Fortnox never edits a booked voucher. A change books a correction voucher that reverses the original and adds new rows. Koncernify links the correction to the original, and the books view and the report flag both entries.

What the record shows for the month

Koncernify reads every voucher in the month. Vouchers with a Koncernify reference are matched to their signed decisions. Moreover, vouchers typed in by a person appear as made in the ledger. Fortnox does not record which user created a voucher, so for those the view names the series and not the person.

Supplier invoices and payments

An agent can also send supplier invoices and payments for review. Once approved, Koncernify books them in Fortnox and keeps the same record as for journals.