For Administrators in Cardlay Expense
Follow this step-by-step guide to integrate your ERP system with Cardlay Expense.
1. Notify Cardlay
Start by informing Cardlay that you wish to integrate with Fortnox. Be sure to include the name and email address of the person responsible for setting up the integration.
2. Complete the accounting template
Once Cardlay initiates the setup, the specified person will receive an email from our integration partner Standout containing a file that needs to be filled out. This file is essential, as it defines how expenses will be recorded in Fortnox.
Required Information for each expense category and sub category:
-
Category Name
-
Expense Account (must be filled out in both Cardlay Expense and the file)
-
VAT Rate (only whole numbers)
-
VAT Account (must match the correct account in Fortnox)
Once completed, return the file to Standout.
Example Template:
3. Connect Fortnox and Cardlay Expense
You will receive two connection links from Standout support:
-
A link to connect Fortnox.
-
A link to connect Cardlay Expense.
Click on both links and follow the on-screen instructions to grant the required access. Once completed, your integration will be active.
4. Handling expenses related to cost of representation
If an employee submits an expense related to cost of representation (e.g., a business dinner with alcohol), they must specify the number of participants in the comment section (e.g., "2 people").
To ensure correct VAT handling, create the following subcategories in Cardlay Expense:
-
With alcohol
-
Without alcohol
This ensures proper expense classification and tax compliance.
5. Ready to Export!
Once all steps are completed, you can now seamlessly export transactions from Cardlay Expense to Fortnox.