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Invoice exports

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Robin Sinclair

In this article you will find which invoice exports you will find in RecMan, as well as some general information about each of them.

Note that this list will be updated continuously as new integrations come into place.

Note

RecMan has a whole range of exports and integrations, but even if integration is on the list, it does not necessarily mean that the solution works "out of the box". Many solutions have been developed with specific needs in mind, and adjustments may need to be made for them to work for you and your business.

Document export

RecMan is, in addition to everything else, also an invoicing system. This means that you can create invoices directly in the system, which in turn can be sent to the customer, and vouchers can be transferred to financial systems for accounting. Invoices can be based on hours kept by an employee or by the manual creation of orders.

Invoice lines you have on your invoice, whether they come from hours or not, are based on products that you create in the system. These products can be set so that they are linked directly to the financial system, which means that financial data from RecMan ends up in the correct place in the Financial System.

Our exports are in 3 categories: integrations and exports, dispatch methods and factoring.

Integrations and exports

As of today, we have the following integrations/exports to financial systems:

Navision is a file export. The file generated in RecMan can be downloaded and reloaded into the accounting system of the same name. Here, both an invoice file and a customer file are generated, both in TXT format.

Sample files:

Visma business and Visma business order v.2

First of many Visma integrations, Visma Business is available as a flat file export. A single TXT file is generated which in turn can be imported into the Visma Business program.

Visma Business Order V2 is also a file export and generates a file for customer, project and order, all in CSV format

Sample files:

Visma Global and Visma Global Orders

Much like exporting to Visma Business, Visma Global generates a single TXT file that can be downloaded and imported into the Visma Global program.

PowerOffice GO

Although we do not have a direct integration / export with PoGO, we have been told that Visma Global exports will also work in this program. It is PoGO itself that has said this, and we have no further information on how it works.

Visma Global Orders work in the same way as Visma Global, but the information is obtained from orders, and not from invoices. A file is generated for order, project and customer.

Sample files:

PayEx

The export file PayEx is also via flat file, the system generates a file in XML format that you can download and upload in PayEx.

Sample files:

Zirius

As with the previous one, Zirius export generates an XML file, which in turn can be imported into the invoicing program Zirius.

Sample files:

TRIPLETEX (API)

TripleTex has both an export and an integration with our system. The export works by downloading a CSV file that can be imported directly into TripleTex, while the API integration allows you to just press the envelope in RecMan, and it is transferred fully automatically.

You can read more about API integration here.

Sample files:

Authentication API: API key

Unimicro and Unimicro attachment file

If you use UniMicro, then you can export a TXT file which in turn can be imported directly into UniMicro. You can read more about this here.

You can also choose to export the Unimicro document file, which works in the same way as the regular export, but this will also contain RecType = 60.

Sample files:

Fortnox

The integration with FortNox is via an API, which makes the transfer instant. You only need to enter the API key from FortNox to activate and start transferring.

Authentication: API key

Mamut

The Mamut export gives you 2 CSV files when exporting, one for customers and one for vouchers.

Sample files:

Xledger and Xledger API

As of today, we have two integrations, one for file export and one for direct integration. File Export gives you two CSV files, one for customers and one attachment. The integration is activated by entering an API key from the Xledger system.

Sample files:

24SevenOffice

This is a direct integration, which means that we have integrated with 24SO's API. You only need an API key from them to activate the integration.

Authentication: Username and password

Hogia XML and Hogia CSV

Here you will find two identical exports to Hogia, the only difference is which format they are taken out. One is generated in XML, and the other in CSV.

Sample files:

Vitec

Our Vitec integration is an API integration, which means that the transfer takes place directly. To activate this you need a username, password, companyId and endpoint.

Authentication: Username, password, companyID and Endpoint.

Visma admin 2000 v.2

Visma admin 2000 is another Visma export, this time in XML format. This is a file export.

Sample files:

Netvisor

Netvisor is a file export that generates 2 files, one for invoice and one for the customer. Both are in CSV format.

Sample files:

Invoice dispatch

While you can export your finance data to a finance system, there are also several ways to send an invoice directly to a customer. The standard way to do this is via email, which is always activated in the system, but there are also several electronic solutions for this.

EHF (PEPPOL)

The system has direct integration with EHF, the national solution for electronic invoicing. You can send invoices in this format directly from the system without additional steps. EHF sent from RecMan is in PEPPOL format.

General information about EHF in RecMan can be found here.

Note that you can also send international electronic invoices from RecMan, then also in PEPPOL format. Contact Support for more information.

Sleep invoice

Svefaktura is a Swedish format for the electronic sending of invoices. Note that this is a format that will be phased out in connection with the introduction of the EU standard PEPPOL.

If you export to Svefaktura, this goes directly from the system without any intermediate storage.

Invoice Purchasing / Factoring

In addition to being able to export to financial systems, we also have a lot of exports to invoice purchasing suppliers. These are exported in the same way as you export a file to a financial system, either via a file or via direct integration.

Each of these experts also requires that you enter some form of authentication into the system before the file/export works. This is the information you request from the supplier directly.

Nordea Finans

This export gives you 3 files, one for customer data, one for invoice and one for credit memo. All 3 can be downloaded directly from the system.

Authentication: Client number (4 digits)

Sample files:

Avida finance

The export to Avida is a file download, in XML format.

Authentication: PartnerID

Sample files:

Sparebank 1

When you press the button for Sparebank1, you get a file for customer information and one for invoices, both in TXT format.

Authentication: Customer number

Sample files:

SVEA

There is an API integration between RecMan and SVEA, which means you only need to select what you want to export to send it over without additional steps.

Authentication: PartnerID

SG finance

SG Finans' file export generates 2 files in XML format, one for customer information and one for invoices.

Authentication: Customer number

Sample files:

DNB

The export to DNB generates a single file in XML format, which in turn can be imported into DNB's systems.

Authentication: Customer number

Sample files:

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