Fortnox

Introduction

The integration between TimeLog and Fortnox consists of partial integrations that provide seamless cooperation between the two systems. The integration consists of the following features:

  • Two-way synchronization of customers
  • Automatic transfer of customers from TimeLog to Fortnox
  • Automatic update of customer information in Fortnox
  • Import of product numbers from Fortnox into TimeLog
  • Transfer of booked invoices from TimeLog to Fortnox
  • Automatic update of Fortnox Invoice status, invoice no. and invoice amount in TimeLog
  • Import of Fortnox expenses
  • Transfer of TimeLog project number
  • Export of TimeLog project expenses to Fortnox incl. photo


Features

This section includes a list of features and limitations to each transfer area of the integration.

Currencies

The currency rate is decided by Fortnox, meaning you only need to choose your invoice's currency.

The currency exchange rate is handled by Fortnox.

Customers

Customers are linked when configuring the integration. New customers in TimeLog are transferred and created in Fortnox when transferring the first invoice to the new customer. Added customers in Fortnox is to be imported into TimeLog.

The preferred functionality is setup in the integration.

Contact persons

Contact persons in TimeLog is not transferred to Fortnox.

First - and lastname is added as a reference on invoice.

Product numbers

Product numbers are imported from Fortnox in the integration configuration. Product numbers in Fortnox cannot be added, modified or deleted from TimeLog.

Employees

Employees in TimeLog is not transferred to Fortnox.

Invoices

Only booked invoices can be transferred from TimeLog to Fortnox. Invoices are transferred as drafts and changes on the invoice drafts inside Fortnox will not be reflected in TimeLog.

Invoice lines

Invoice lines are transferred along with the invoice and invoice lines can be modified in Fortnox. Changes will not be reflected in TimeLog.

Each transferred invoice line incl. product number, invoice line description, number of units and price per unit. Calculations are handled by Fortnox.

Unit type is not transferred and is to be setup on the product number in Fortnox.

Fortnox can receive TimeLog header lines, empty invoice lines and text lines. If an invoice line description text is exceeding 50 characters is TimeLog adding additional text lines to the Fortnox draft.

Expense import

TimeLog can import expenses from selected Journal and accounts from Fortnox. TimeLog will match the account number to the TimeLog expense types if the expense types have an Fortnox account number added. If the TimeLog project number is added to the Fortnox expense is this used to map the project in TimeLog.

Expense export

TimeLog can transfer project expenses to Fortnox. If the expense types in TimeLog include the Fortnox account number is it included in the transfer. The expenses are transferred to the configured supplier name. Transferred expenses is to be handled in Fortnox after the transfer.

All expenses that get transferred from TimeLog is comming from a project and is in that way project expenses.  If it is an employee that have added the expense to the project, is the comment text sowing the name of the employee

Projects

TimeLog can transfer the project number and name to Fortnox. Product numbers are only to include letters and numbers.

Project tasks

TimeLog project tasks are not transferred.

Allocations

Allocated employees on tasks are not transferred.

Registrations

Employee time tracking, mileage and allowance is not transferred.


Mapping

This section of the integration documentation include information about which TimeLog fields are transferred to which field in Fortnox.

Kunder (Customers)

Customer information is handled when setting up the integration and/or when new customers are created in TimeLog.

TimeLog Fortnox Kommentar
Företagsnamn (Company name) Namn -
Kundnr. (Customer no) Kundnummer -
Kundansvarig (Owner) Vår referens -
Telefon (Phone) Telefon -
Fax (Fax) Fax -
E-post (Email) E-post -
Webbplats (Website) Webbadress -
Adress (Address) Fakturaadress -
Adress 2 (Address 2) Fakturaadress 2 -
Adress 3 (Address 3) - Fortnox does not have this field
Postnummer (Postal code) Postnr -
Ort (City) Ort -
Delstat (State) - Fortnox does not have this field
Land (Country) Land -
Momsregistreringsnr (VAT no.) VAT nummer -
Organisation nr. VOrg-/Personnummer -
Postgiro/Bankgiro (Giro number). - Fortnox does not have this field
Valuta (Currency) Valuta -

Kontaktpersoner (Contact persons)

Contact persons are added as our reference on the invoice.

TimeLog Fortnox Kommentar
Förnamn (First name) - First name and last name is merged
Efternamn (Last name) - First name and last name is merged
Telefon (Phone) - Fortnox does not have this field on the invoice
E-post (Email) - Fortnox does not have this field on the invoice
Min kommentar (your comment) - Fortnox does not have this field on the invoice

Varenumre (Product numbers)

Product numbers are imported when setting up the integration.

TimeLog Fortnox Kommentar
Artikelnummer (Product no..) No. -
Namn (Name) Benämning -

Medarbejdere (Employees)

TimeLog employees is added as internal reference on the invoice.

TimeLog Fortnox Kommentar
Förnamn (first name) - First name and last name is merged
Efternamn (Last name) - First name and last name is merged

Fakturaer (Invoice)

Invoice information that is transferred to Fortnox.

TimeLog Fortnox Kommentar
Fakturanr. (Invoice no.) - TimeLog invoice number is not transferred
Kundnr. (Customer no.) - The customer number is linking to the customer data in Fortnox
Kontaktperson (Contact) - -
Fakturaadress, kundadress (Customer address) - -
Fakturaadress, kontaktperson (Invoice address, contact person) - Added if setup on TimeLog customer
Fakturadatum (Invoice date) - Is handeled by Fortnox
Upprättat, (Created) - Is not transferred
Uppdaterat (Updated) - Is not transferred
Avdeling (Department) - Is not transferred
Projekt (Project name) - Is not transferred
Projektnummer. (Project no.) - Is not transferred
Rekvisionsnr. (P.O. no.) Ert ordernummer -
Kundens referens. (Customer ’s Ref.) Er referens -
Intern referens (Internal reference) Vår referens -
EAN/GLN - Is handled in Fortnox
Fakturaadress: (address 1) Fakturaadress -
Fakturaadress: (address 2) Fakturaadress 2 -
Fakturaadress: (address 3) - Fortnox does not have this field
By (City) Ort -
Postnr. (Postal code) Postnr. -
Land (Country) Land Has to be the Swedish name to be valid
Overskrift (Heading) Fakturatext Is visible on a physical invoice as a remark in the bottom left corner
Besked (Message) Kommentar Is not visible on a physical invoice but is visible in the system. Max 1024 characters
Betalingsbetingelser (Payment terms) - Payment term is added from the customer in Fortnox
Betalingsfrist (Due date) - Is handled by Fortnox
Valuta (Currency) Valuta Abbreviation of the currency from the invoice in TimeLog
Moms % (Default VAT %) - Is handled by Fortnox

Fakturalinjer (Invoice lines)

Invoice line information that is transferred to Fortnox.

TimeLog Fortnox Kommentar
Artikelnr. (Product no.) Artikelnr -
Beskrivelse (Description) Benämning Text exceeding 50 characters is added to a new invoice line
Antal (Quantity) Antal -
Enhed (Unit) Antal Unit type is not transferred. Is to be selected on the product number in Fortnox
Sats (Rate) Á-pris -
% (%) Rabat -
Moms (VAT %) - Handled by product number setup
Beløb (Amount) - Not transferred. Is calculated by Fortnox

Import av projektkostnader (Import of project expenses)

Import of project expenses from Fortnox.

TimeLog Fortnox Kommentar
Dato (Date) Fakturadatum -
Utgiftsnr. (Expense no.) Utgiftsnr Expense number in Fortnox
Leverannnnnnntör (Supplier) Utgiftsnr Is matched if supplier no. is found in TimeLog
Meddelande (Comment) Kommentar -
Fakturanr. (Invoice no.) Fakturanummer -
Valuta (Currency) Valuta -
Valutakurs (Exchange rate) Kurs -
Beløb inkl. moms (Amount incl. VAT) Debet Expenses are imported without VAT
Moms (VAT) Moms Expenses are imported without VAT
Uttgiftstyp (Expense type) Konto TimeLog expense type name if matched with Fortnox account no.
Projekt (Project) Projekt Is imported if selected on the Fortnox expense

Projekt (Project)

Export of TimeLog project.

TimeLog Fortnox Kommentar
Projektnummer (Project no.) Projektnr. May consist of letters and numbers
Namn (Name) Benämning -
Projektledare (Project manager) Prrojektledare -

Överför kostnader till ekonomisystem (Transfer expenses to finance system)

TimeLog transfer of project expenses.

TimeLog Fortnox Kommentar
Datum (Date) Fakturadatum May consist of letters and numbers
Leverantör (Supplier) Leverantör Supplier name added I TimeLog integration
Medarbetare (Employee) Kommentar The TimeLog employee name is added in the comment field
Utgiftsnr. (Expense no.) - TimeLog expense no. is not transferred
Beskrivning (Description) Kommentar TimeLog comment and employee name/supplier name.
Projektnr. (Project no.) Projekt Project number in TimeLog must match project number in Fortnox, else transfering will not take place
Expense type Konto Expense type in TimeLog must match expense type in Fortnox, else transfering will not take place
Valuta (Currency) Valuta -
Belopp(Amount) Debet Amount ex. VAT
Utgiftsnr. (Expense no.) Löpnr Expense number in Fortnox