To ensure a smooth collaboration from the start, the right settings and integrations need to be in place. Below is a practical step-by-step guide for getting started in Fortnox.

New to Fortnox

If you do not already have Fortnox, we will:

• Create your company through our agency license
• You will receive an activation email from Fortnox
• Select the modules you need (Accounting, Invoicing, Payroll, Inventory, etc.)
• Define user permissions (full access or limited access)

We recommend activating:

• Accounting
• Invoicing (if you sell services or products)
• Supplier invoice approval (if multiple users approve invoices)

Existing Fortnox company

If you already use Fortnox:

• We send a collaboration request from our agency
• Log in to Fortnox
• Go to Administration → Agency Collaboration
• Approve the request from Stormyran

Once approved, we will gain access and can begin working.

Set up bank connection and Tax Agency integration

Bank connection

We strongly recommend activating a bank connection. We will assist you in setting this up once we have access to Fortnox.

Benefits:

• Automatic bank transactions
• Simplified reconciliation
• Reduced manual errors

Swedish Tax Agency integration

This connection enables us to submit VAT and employer declarations digitally directly from Fortnox.

Register Stormyran as tax representative

• Log in to the Swedish Tax Agency
• Go to Representatives and Authorisations
• Add your Stormyran contact person as tax representative

Exact personal details will be provided separately.

Submit receipts via Fortnox Receipt App

All supporting documents must be stored in the system for correct bookkeeping.

• Download the Fortnox Receipt app
• Log in
• Photograph the receipt immediately after purchase
• Select payment method (company card, personal expense, etc.)
• Add a comment if needed

Supplier invoices

Send supplier invoices to your unique Fortnox inbox (found in the supplier invoice module). We review supplier details and book the invoice accordingly.

We can also set up approval rules, spending limits and project controls if required.

Customer invoicing

You can create invoices directly in Fortnox and use the article register for standard services. If you work with projects, we recommend tagging invoices accordingly.

If you prefer us to handle invoicing, let us know and we will set up a routine.

Payroll management

To start payroll processing, we need:

• Employment agreement
• Salary and start date
• Vacation model
• Bank details
• Any benefits

Monthly routine – how we work together

You ensure that:

• All receipts are submitted
• All supplier invoices are in the system
• Payroll documentation is completed

We:

• Book all transactions
• Reconcile bank accounts
• Submit VAT and employer declarations when required
• Follow up on questions or discrepancies