Connection to Fortnox is an added feature, if you wih to use Fortnox, please contact our Customer Support.

Step 1 – Creating an account plan

In order for the sale vouchers to be transferred to Fortnox, there needs to be an account plan mapped up which dictates what information should be transferred which accounts in Fortnox.
This is done by going to app.loomispay.se, logging in and clicking Bokföring and then Kontoplan

On this page, the field Konto needs to be filled out on each separate row to ensure nothing will be missing from the voucher.

If a voucher uses any of the fields which remains unmapped, the transfer will NOT be successful.

Columns Momskod & Kundnr are optional to fill out.

Make sure not to miss the fields for Kontanter and Försäljning at the bottom of the page.

Once everything has been filled out, make sure to click Spara

Step 2 – Connecting Fortnox to Loomis Pay

Continue by clicking on Fortnox under the menu for Bokföring

Before connecting the integration, select which date under Från datum that the integration should start transfering data from.

This setting allows for importing historical Z-reports that have already been closed from previous dates.

Click Sätt upp integration once you have selected your date.

This will redirect you to Fortnox, if you are not logged in, you will be asked to do so before moving to the next step. If you already are logged in, you will be shown a page which asks you to approve the permissions to connect the integration.

Once the permissions has been approved, you will be redirected back to the Portal. The button previously showing Sätt upp integration will now show Integration OK to indicate you are connected.

Start by configuring your verification series, this can also be referred to as journal. It decides where your vouchers from the till should be transferred to in Fortnox.

The most common selection is F – Kassa, to select your series, enter the letter corresponding to the series (example F, as shown in image above)

• If you want the vouchers to be transferred automatically every night, enable Automatisk överföring, and Z-rapport if you wish to get a PDF copy of the digital Z-report with each voucher.

• If you are using Projekt and Kostnadsställe, fill in their respective ID from Fortnox (example 100 for Cost Center 100)

Once everything has been configured, make sure to click Spara before leaving the page.

Tips
You can trigger a manual transfer every 15 minutes to Fortnox by clicking Synkronisera in the bottom of the page, next to Spara.