Fortnox integration to Taimer

Learn how to integrate and sync Invoices and Bills between Fortnox and Taimer.

Content

  • Authentication in Fortnox
  • How to activate Fortnox in Taimer
  • How to send invoices from Taimer to Fortnox
  • How to receive Bills from Fortnox to Taimer
  • Select Bills to import by status
  • Send to Fortnox for payment approval
  • Send travel and expense invoices to Fortnox as accounting material

Description

Activate the Fortnox integration to Taimer and send sales invoices digitally directly from Taimer to Fortnox.

You can also select which Bills you wish to receive from Fortnox to Taimer for approval, and then send them back to Fortnox to be approved for payment.

Authentication in Fortnox

Navigate to header in Fortnox, click on the settings icon and select Manage users.

  • Scroll down to Integrations and click on Add integration

  • Select Taimer Ltd integration and you will get an API code for the integration

  • Copy the API code

  • Go to Fortnox integration settings in Taimer

How to activate Fortnox in Taimer

Navigate to Taimer settings and select integrations.

Navigate to the Fortnox box and click on Activate.

Authentication in Taimer

Go to Integrations > All Integrations > Fortnox Settings, paste the API code from Fortnox to the API key field and click Authenticate to activate your integration.

How to send invoices from Taimer to Fortnox

Go to Taimer's Invoicing list and select the invoices you wish to send. Click on Print & export in the bar above the list and select Send to Fortnox.

Invoices will automatically be sent to Fortnox and marked as sent in Taimer.

How to receive Bills from Fortnox to Taimer

You can choose to import bills from Fortnox to Taimer. Go to the Fortnox integration page to manage import selections for bills.

Fetching bills

Bills are fetched from Fortnox to Taimer every day at 05:00 GMT +2.

Attachments from Bills in Fortnox

Taimer will import all attachments linked to a bill in Fortnox.

Select Bills to import by Status

You can enable or disable the fetching of bills in Taimer Fortnox settings and select what types of bills you want to fetch daily, by the status of the bills in Fortnox.

  • Don't fetch bills

  • Fully paid

  • Unpaid

  • Unpaid and overdue

  • Unbooked

  • Payment pending

  • Waiting, authorisation pending

  • All invoices

Send to Fortnox for payment approval

After your bills approval process in Taimer you can select which bills you wish to send to Fortnox for approval of payment.

  • Select bills from check box

  • Select from Print & export dropdown Approve for payment in Fortnox

Bills will automatically be sent to Fortnox and marked as approved for payment.

Change status of sent bill in Taimer

After selecting and sending Bills to Fortnox for payment, you will be asked if you wish to archive bills in Taimer. Select Archive to change status in Taimer to archived.

Assign archived bill to user

After archiving a bill you will see one more popup that asks if you wish to assign an archived bill to a specific user. You can also add a note.

Message log

If you navigate to a Bill and open it, you can find the messages and activity log.

Send travel and expense invoices to Fortnox as accounting material

Approved travel and expense invoices can be sent to Fortnox as accounting material from Taimer's Expense invoice and Travel invoice lists.

  • Select the expenses or travel expenses to be sent to Fortnox from the list view by clicking the box in front of the line

  • Click on Print & Export

  • Select Send to Fortnox