Set up your accounts and tax codes in the Zevoy Hub
In the Zevoy Hub under Settings, head over to the Accounting tab:
Add your accounts and make sure they match your accounts in Fortnox. Read more here on how to add ledger accounts.
Add your ingoing and outgoing VAT accounts.
Make sure that your tax codes are correctly added. Remember to set the tax code type: reverse or standard.
Standard VAT: VAT that is included in the price of your card purchase, and refunded later.
Reverse VAT: In special cases (such as when purchasing marketing services outside of your own country, but within the EU), the card transaction does not include VAT. The VAT is instead paid and refunded separately in your own country. The account number for ingoing VAT in Sweden is generally 2640 or 2641.
Set up your categories and tags
Adding your accounting information to Zevoy will allow you to create categories that link your expenses to your ledger accounts and tax codes. Once you've added your accounts and tax codes, create categories from which cardholders can choose from when making purchases. Be sure that all expenses have a category assigned to them before exporting your expenses.
After that, create your tags and make sure that they match the ones in Fortnox.
Your tag groups in Zevoy should be named the same as in Fortnox, "CC" (Cost Center) and ”Project". You can check your tags in Fortnox by clicking the ⚙️ icon → Accounting → Cost centers → Directory - Cost centres.
After setting up, you can activate the integration
Go to Settings → Export. Click on the Activate button below the Fortnox icon.
Add a Voucherclass series, A is the default.
How do I export my expenses directly to Fortnox?
After you’ve logged in and all your accounting information is setup, you’re ready to make your export! Make sure that all expenses have a category added to them. Note that only approved expenses will be exported.
Navigate to the Export page in the Zevoy Hub.
Choose which dates you want to export expenses from, and press Export.
You should get a success notification in the top right hand corner almost instantly.
You're ready! The expenses can now be found in Fortnox!
The Exported column will help you keep track of which exports have been created. A green checkmark means that the export was successful.
Previous exports can be found under Export history. Here you can re-download export files if needed and check which items were included in which export.