Fortnox

Connect Shopify to Fortnox via a marketplace connector.

Map Shopify product codes to Fortnox account numbers.

Set up auto-generation of invoices when orders are marked 'shipped' in Shopify.

Enable automatic matching of Shopify Payouts against bank statements.

Employees download the Fortnox app and scan receipts via OCR.

System suggests account codes and VAT amounts.

Manager approves claims digitally within the 'Attest' module.

Accounting entries are generated and scheduled for the next payroll run.

Create a project code in the Fortnox Project module.

Tag all related supplier invoices and staff time entries to this code.

Use the Project Report dashboard to view real-time income vs. costs.

Adjust resource allocation based on current margin data.

Enable 'Automatic Reminders' for overdue invoices.

Configure the system to send late fees after a 10-day grace period.

Automatically transfer persistent non-payers to Fortnox Finans for collection services.

Update customer credit scores based on payment history.

Create an 'Auditor' user role with read-only access.

Auditor logs in to verify digital verifications and audit trails.

Export the SIE4 file for advanced external analysis if needed.

Lock the fiscal year digitally after final adjustments are made.

Create a recurring invoice template in the Invoicing module.

Set the frequency (e.g., monthly) and end date.

Link the template to specific customer contracts.

The system generates and emails invoices automatically on the 1st of each month.

Register the vehicle in the Fixed Assets module.

Select the depreciation method (e.g., linear over 5 years).

The system automatically posts monthly depreciation entries to the ledger.

Run an asset report for the balance sheet with one click.