BjornTech Accounting Report for WooCommerce vs Fortnox for WooCommerce

This is the report that will make your accountant happy! You will find the report in the WooCommerce->Reports section (if you need a country specific report, please contact us and we will add what is needed) The report is working with WPML and Polylang and will specify the fee part for Stripe payments (if you have a payment plugin storing data on orders and you want it in the report, please contact us) Configuration can be found at WooCommerce->Settings->Accounting Report The configuration that can be done is: Base report on order date – Choose which order date is used when filtering report data. Include order statuses – Select which order statuses are included in report calculations. Treat all sales as domestic – Classify all sales as domestic regardless of customer country. Present in local currency – Convert all Analytics report values to store currency using exchange rates. Send bug reports or suggestions to [email protected] External services This plugin connects to BjornTech services to fetch exchange rates and EU VAT rate data used by the reports. Exchange rate service: – Service: BjornTech Accounting Services (https://accounting.services.bjorntech.eu/latest) – Purpose: Fetch latest currency exchange rates for local-currency presentation and totals conversion. – Data sent: Your configured API key, the requested base currency, and optionally requested currency symbols. – When sent: When an admin opens a report that requires exchange-rate conversion or calls the exchange-rates REST endpoint. – Terms of service: https://bjorntech.com/terms-and-conditions/ – Privacy policy: https://bjorntech.com/privacy-policy/ EU VAT service: – Service: BjornTech Tax Services (https://taxes.services.bjorntech.eu/eu/vat) – Purpose: Fetch EU VAT rates, country lists, and VAT rate categories for the Analytics report. – Data sent: Your configured API key, optionally selected country codes, optionally selected VAT rate types, and the requested date/path. – When sent: When an admin loads VAT-related Analytics data or calls the EU VAT REST endpoints. – Terms of service: https://bjorntech.com/terms-and-conditions/ – Privacy policy: https://bjorntech.com/privacy-policy/

Syncs customers, products, orders, and invoices between WooCommerce and Fortnox. Supports automation flows, refunds, inventory management, accounting accounts, shipping mapping, and extensive developer hooks. Features Order and customer sync: Creates and updates Fortnox customers, syncs orders with correct order lines, currencies, and text. Product sync: Creates and updates items (SERVICE/STOCK), updates price lists, measurements/weights, and SKU management. Invoices: Automatic invoice generation, email sending, accounting, and payment registration. Refunds: Supports partial and full crediting as orders or credit invoices in Fortnox. Shipping: Mapping of WooCommerce shipping methods and zones to Fortnox WayOfDelivery, alternative SKU solution for shipping within and outside the EU. Accounting: Management of revenue accounts per VAT (0/6/12/25%), payment accounts per payment method, and EU sales accounts per country. Automation: Automatic sync based on order status, auto-invoicing, auto-bookkeeping, auto-marking as paid, and auto-sending invoices. Inventory: Fetching inventory levels from Fortnox to WooCommerce as needed. Company Fields: Organization number in checkout and order view; validation and sync to customer in Fortnox. Sequence Number: Prefix for sequential order numbers in WooCommerce and Fortnox. Admin UI: Fortnox column in order and product lists for status and quick actions, product metafields for sales account and purchase price. Bulk Tools: Bulk sync of products and orders within a date range. Onboarding: Step-by-step activation with license key, organization number, app activation, and settings retrieval. Compatibility: WooCommerce HPOS, multisite support, PHP 8+ and WP 6.6 tested. Developer Friendly: Extensive support for actions and filters to customize payloads and flows. Detailed Feature Overview Customers * Creation/update in Fortnox based on WooCommerce order. * EU VAT logic and VATType: SEVAT, EUVAT, EUREVERSEDVAT, EXPORT. * Organization number field in checkout (optional). * Option: “Do not sync customer on update.” Orders * Syncs customer number, document/order number, currency, date, order lines, shipping, discounts, etc. * Support for Fortnox Warehouse module and proper VAT handling per order line. Products * Automated and manual sync, variant support, SKU handling, and price lists. * Product metafields: Fortnox sales account (select from Fortnox revenue accounts), purchase price. Invoices * Automatic invoice generation and bookkeeping upon successful order sync, with options for auto-marking as paid and auto-sending the invoice. Refunds * Full and partial refunds, with correct VAT calculation for shipping credits. Shipping * Mapping of WooCommerce shipping methods and zones to Fortnox, as well as specific SKU solutions for shipping within and outside the EU. Accounting * Revenue accounts for VAT (0/6/12/25%), sales accounts per EU country, payment accounts per payment method. Automation * Flexible settings for automated actions at various order statuses, including invoicing and refund flows. OSS * The plugin supports OSS **Admin and UX * Clear admin interface with status columns in order and product lists, quick actions, and bulk tools. Onboarding and Security * Step-by-step activation and secure authentication via AJAX. Compatibility WooCommerce HPOS compatibility declared Multisite support Tested with WordPress 6.6 and WooCommerce 9.0 Developer Hooks Orders: wf_order_before_create_or_update, wf_order_payload_before_create_or_update, wf_order_row_payload_before_create_or_update Products: wf_product_payload_before_create_or_update, wf_price_payload_before_create_or_update Customers: wf_customer_before_post, wf_customer_vat_info Invoices: wf_invoice_before_create_or_update, wf_invoice_payment_before_create_or_update Requirements WordPress 4.0+ (recommended: latest version) WooCommerce (latest version) PHP 7.4+ (recommended: 8.0+) Fortnox account and active app FAQ For full FAQ and troubleshooting, please visit our documentation page. Automated testing For developers: PHPUnit is run with Composer (composer test, see tests/README.md in the repo). Browser end-to-end tests use Playwright against a disposable WordPress instance in Docker; see e2e/README.md in the repository.