Setup of factoring solutions

Learn how to set up efficient factoring solutions for maximum productivity.

SVEA

Please visit this article for more information - Svea Factoring API.

SG finans

First, go to System Settings → Economy → Select the relevant department(s).

1. Turn on the KID (do not care about the KID type).
2. Make sure that it is SG finans bank account number that is added to the department(s) and not the company's own.

3. Enter the customer number by pressing Create.

   

4. You must receive an invoice text from SG Finans.
5. In System Settings → Economy → Invoice Export → check off the box for SG finans.

If you press the button for export to SG finans in the invoice overview, two files will be generated (a customer file and an invoice file). At the same time, you must press the Excel button (no. 2 from the left) to take out an invoice journal.

DNB factoring

First, go to System Settings → Economy → Select the relevant department(s).

1. Turn on the KID (do not care about the KID type).
2. Make sure that it is DNB's bank account number that is added to the department(s) and not the company's own.
3. You must receive standard invoice text from DNB.

4. Enter a 5-digit customer number from DNB.

   

5. In System settings → Economy → Invoice export → check off DNB factoring.

Sparebank 1

First, go to System Settings → Economy → Select the relevant department(s).

1. Turn on the KID (do not care about the KID type).
2. Make sure that it is Sparebank1's bank account number that is added to the department (s) and not the company's own.
3. You must receive an invoice text from Sparebank1.

4. Enter the customer number from Sparebank1.

   

5. In System settings → Economy → Invoice export → check off Sparebank1.

Invoice export

After following the steps above and defining your factoring partners in the system settings, these will appear as options for invoice export in the invoice overview. This can be seen in Economy → Invoices → check off the invoices you want to export → Export.