Direct Fortnox Integration

Vendion's Fortnox connection can send the day-end accounting voucher directly to Fortnox. Connect it under Admin → Integrationer (Integrations). Selecting Fortnox in the chart of accounts alone does not connect your company.

Before connecting

You need:

• a Vendion API licence for the restaurant,
• permission to manage integrations in Vendion,
• a Fortnox account with the required Bookkeeping licence and access,
• an agreed chart of accounts and the correct financial year in Fortnox.

Invoicing and Fortnox Payroll have separate settings and may require additional permissions and licences. Check the company name after connecting to avoid linking the wrong business.

Connect Fortnox

1. Open Admin → Integrationer and the Integrationer tab.
2. Click Anslut Fortnox (Connect Fortnox) on the Fortnox card.
3. Sign in to Fortnox and approve the access shown there.
4. On returning, check Ansluten (Connected) and the company name.
5. Click Hantera (Manage) to open Fortnox-inställningar.

If the card shows Licens saknas (Licence missing), add the required Fortnox licence and use Återanslut Fortnox (Reconnect). If you cannot access the integration page, ask the restaurant administrator to check your permissions and licence.

Enable automatic bookkeeping

Turn on Bokför Z-rapporter automatiskt (Post Z-reports automatically). The switch saves as you change it. Day-end vouchers can then be sent without opening each voucher.

Failed transfers are retried automatically every 30 minutes. Still check the integration log and reconcile with your accountant. A successful day-end close does not by itself prove that Fortnox received the voucher.

There is no choice of real-time, a 03:00 nightly batch or a custom interval. To send individual vouchers manually, switch automation off and use Skicka till Fortnox on the voucher.

Check accounts and cost centres

Set sales, VAT and payment accounts under Bokföring → Verifikat & export → Kontoplan. Ensure these accounts exist and can be used in Fortnox. There is no separate two-way chart sync or table translating each Vendion account into a different Fortnox account.

Examples of Vendion defaults:

These are examples, not a requirement for your accountant to use these exact numbers.

If you use cost centres, the integration settings provide separate mapping to Fortnox cost centres. Follow any messages requesting renewed permission for cost-centre access.

Review or send a voucher

1. Open Bokföring → Verifikat & export → Verifikat.
2. Open the voucher and check its accounts, debits, credits and total.
3. Skicka till Fortnox (Send to Fortnox) is available if it has not already been sent and you have the required access.
4. Click and wait for confirmation. If it fails, retain the displayed error message.

Follow transfers under Integrationer → Integrationslogg. Also check Fortnox before importing the same period manually. The integration cannot know that a separate SIE file was imported manually.

POS invoices

Skicka kassafakturor till Fortnox (Send POS invoices to Fortnox) is separate from automatic Z posting. When enabled, new POS invoices are handled through Fortnox, and the corresponding invoice sales are excluded from the Z-voucher to prevent double posting.

Enabling this does not automatically send older invoice records. Check these under Försäljning → Fakturering → Underlag (Sales → Invoicing → Records) and coordinate the change with your accountant.

If a transfer fails

• Reconnect: Renew the connection using the Fortnox card and approve access again.
• Missing account or financial year: Check Fortnox and the specific error message.
• Pending voucher: Check Integrationslogg and the automation switch. Do not create the voucher again to solve a transfer problem.
• Fortnox temporarily unavailable: Closing the sales day and transferring the voucher are separate steps. Verify that the report was saved and follow the pending transfer.

You can agree a SIE-file workflow with your accountant, but avoid transferring and manually importing the same vouchers. Koppla från (Disconnect) is available on the Fortnox card; reconcile what was already sent before disconnecting.