Introduction
As a partner, you have access to your customers and their customer accounts through the partner portal. When you log in to a customer account, you gain access to the entire toolbox of the account. The possibilities are extensive, and while they are powerful, the complexity of mastering all the parts also increases.
Therefore, the concept of assistants exists within the platform. These are designed to hide much of the advanced features when they are not needed and instead offer a simplified and cleaner interface for the end user to interact with. The assistant is intended to make it easy to get started and configure given workflows where the full toolbox is not required.
Examples of Assistants
There are several pre-made assistants available in the partner portal that can be used by those who have access to them. We continuously make new assistants available and welcome feedback on workflows that would work well as an Assistant.
| Namn | Use case |
| Order & Settlements → Ledger Entry | Orders from sales channel(s) are aggregated into a daily summary that is finally recorded as a ledger entry. Settlements per day are recorded as an additional ledger entry. |
| Daily summary & Settlements → Ledger Entry | ZReports from sales channel(s) per day are finally recorded as a ledger entry. Settlements per day are recorded as an additional ledger entry. |
| Ledger entry/SIE & Settlements → Ledger Entry | SIE files from cash registers or other systems are imported as ledger entries and recorded as a ledger entry. Settlements per day are recorded as an additional ledger entry. |
| Order transfer | Orders from sales channel(s) are imported and finally recorded as orders. |
Example of an assistant and user experience
Connect systems
Below is an example of a customer account that has Shopify (order source and reconciliation) and PayPal (reconciliation) connected to Fortnox (accounting). The guide presents a step-by-step walkthrough so the user can configure and activate the account with automated accounting. The end customer only sees what is most relevant to them to make the process as clear and simple as possible.
Configure accounting
The configuration mostly consists of the ability to influence the accounting of various business transactions. The guide suggests accounts based on the chart of accounts in your connected Fortnox company, and there is an option to change them if desired. Depending on the business, it is possible to set up One Stop Shop (OSS), export sales, as well as reconciliation for payment gateways.
Complete and activate
As the final step in the process, you can choose from which date the transfer should start and the verification series in which to register the journal entries. Then, the data will be transferred continuously every night with the previous day’s business transactions.
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