Pages Overview
Pages
Entry Texts
| Type | Caption | Description |
|---|---|---|
| Field | Text | Specifies the value of an Entry Text field from Swedish Tax Agency entries. |
Swedish Tax Agency Balance Log
| Type | Caption | Description |
|---|---|---|
| Field | Entry No. | Specifies the unique identifier of the line. |
| Field | Created At | Specifies when the line was retrieved from the Swedish Tax Agency (Skatteverket) |
| Field | User ID | Specifies the ID of the user who made the request. |
| Field | Balance | Specifies the balance with the Swedish Tax Agency (Skatteverket). |
| Field | Information Text | Specifies a description of what the line refers to. |
| Field | Interest | Specifies the interest amount with the Swedish Tax Agency (Skatteverket). |
| Field | Balance (Swedish Enforcement Authority) | Specifies the balance with the Swedish Enforcement Agency (Kronofogden). |
| Field | Interest (Swedish Enforcement Authority) | Specifies the interest amount with the Swedish Enforcement Agency (Kronofogden). |
| Field | Last Updated | Specifies when the line was updated. |
| Field | Next Reconciliation Date | Specifies the date of the next reconciliation. |
| Field | OCR No. | Specifies the optical character recognition number. |
Swedish Tax Agency Entries
| Type | Caption | Description |
|---|---|---|
| Field | Balance | Specifies balance retrieved from the Swedish Tax Agency. |
| Field | Balance Last Updated | Specifies when the balance was updated. |
| Field | Entry Type | Specifies whether the transaction has been completed or is an upcoming transaction. |
| Field | Entry Date | Specifies when the transaction has been completed or will be completed, depending on the Entry Type. |
| Field | Entry Text | Specifies a description of what the line refers to. |
| Field | Amount | Specifies the amount with the Swedish Tax Agency (Skatteverket). |
| Field | Interest Calculation Date | Specifies the date of the interest calculation. |
| Field | Decision Date | Specifies the date of the decision. |
| Field | Amount (Swedish Enforcement Authority) | Specifies the amount with the Swedish Enforcement Agency (Kronofogden). |
| Field | Due Date | Specifies the due date of the line. |
| Field | Transferred to Journal | Specifies if the entry is transferred to a journal. |
| Field | Posted | Specifies if the entry is posted. |
| Field | G/L Register No. | Specifies the number of the general ledger register. |
| Field | Manually Posted | Specifies if the entry has been posted manually. |
| Action | Get Entries | Get entries and balance from the Swedish Tax Agency, according to the setup done in the Swedish Tax Agency Setup page. |
| Action | Transfer selected to Journal | Transfer the selected entries to the journal specified on the Swedish Tax Agency Setup page. Only unhandled entries are transferred. |
| Action | Transfer to Journal | Open a request page to filter which entries to transfer to the journal specified on the Swedish Tax Agency Setup page. Only unhandled entries are transferred. |
| Action | Set selected as Manually Posted | Set selected lines as manually posted. Entries marked as manually posted will not be transferred to the journal. |
| Action | Set selected as not Manually Posted | Set selected lines as not manually posted. Entries not marked as manually posted will be transferred to the journal. |
| Action | Entries Log | View a log for each time entries has been requested from the Swedish Tax Agency. |
| Action | Balance Log | View a log for each time balance has been requested from the Swedish Tax Agency. |
Swedish Tax Agency Entries Log
| Type | Caption | Description |
|---|---|---|
| Field | Entry No. | Specifies the unique identifier of the line. |
| Field | Created At | Specifies when the line was retrieved from the Swedish Tax Agency (Skatteverket). |
| Field | User ID | Specifies the ID of the user who made the request. |
| Field | Next Reconciliation Date | Specifies the date of the next reconciliation. |
| Field | Last Updated | Specifies when the line was updated. |
| Field | Information Text | Specifies a description of what the line refers to. |
| Field | Date From | Specifies the date from which the line has been retrieved. There may exist transactions for the tax account earlier than this date, but these have not been retrieved. |
Swedish Tax Agency Setup
| Type | Caption | Description |
|---|---|---|
| Field | Registration No. | Specifies the company's organization number and is used when transactions and balances are retrieved from the Swedish Tax Agency (Skatteverket). The value in the Registration No. field on the Company Information page is inserted the first time this page is opened, but it is possible to change it. The registration number must be 12 characters long and consist of only numbers. A company registration number must be prefixed with 16. |
| Field | Account Type | Specifies the type of account that corresponds to the tax account with the Swedish Tax Agency (Skatteverket). |
| Field | Account No. | Specifies the number of the account that corresponds to the tax account with the Swedish Tax Agency (Skatteverket). |
| Field | General Journal Template Name | Specifies which journal template to use when transferring Swedish Tax Agency Entries with the specified Transfer Rules. |
| Field | General Journal Batch Name | Specifies which journal batch to fill when transferring Swedish Tax Agency Entries with the specified Transfer Rules. |
| Field | Use Custom Connection | Specifies whether to use the connection provided by SmartApps or not. Enable this to enter your own connections. |
| Field | OAuth2 Client Id | Specifies the OAuth2 client id for the registration, provided by the Swedish Tax Agency. |
| Field | OAuth2 Client Secret | Specifies the OAuth2 client secret for the registration, provided by the Swedish Tax Agency. |
| Field | APIgw Client Id | Specifies the API client id for the registration, provided by the Swedish Tax Agency. |
| Field | APIgw Client Secret | Specifies the API client secret for the registration, provided by the Swedish Tax Agency. |
| Field | Redirect Url | Specifies the OAuth 2.0 redirect Url of the registration. |
| Field | Authorization Request Url | Specifies the Authorization Request Url. |
| Field | API Base Url | Specifies the API Base Url. |
| Action | Get Entries | Get entries and balance from the Swedish Tax Agency. |
| Action | Entries | View transactions retrieved from the Swedish Tax Agency. |
| Action | Entries Log | View a log for each time entries has been requested from the Swedish Tax Agency. |
| Action | Balance Log | View a log for each time balance has been requested from the Swedish Tax Agency. |
| Action | Transfer Rules | Open the transfer rules which are used to map the text of the Swedish Tax Agency Entries to an account depending on the Entry Text. |
Filter Lines
| Type | Caption | Description | |
|---|---|---|---|
| Field | Filter | Specifies a filter to determine which Tax Agency Entries this rule should apply for. Type for example tax to apply the rule for entries that has the word tax in the entry text, or *@tax* to apply the rule for both Tax and tax. It is also possible to enter a pipe ( | ) to combine several filters. |
| Field | Transfer Rule Code | Specifies the code for the rule to be used to map the text to an account when transferring the Swedish Tax Agency Entries to a general journal. |
Filter Lines
| Type | Caption | Description | |
|---|---|---|---|
| Field | Transfer Rule Code | Specifies the code for the rule to be used to map the text to an account when transferring the Swedish Tax Agency Entries to a general journal. | |
| Field | Filter | Specifies a filter to determine which Tax Agency Entries this rule should apply for. Type for example tax to apply the rule for entries that has the word tax in the entry text, or *@tax* to apply the rule for both Tax and tax. It is also possible to enter a pipe ( | ) to combine several filters. |
Transfer Rules
| Type | Caption | Description |
|---|---|---|
| Action | Export | Download all transfer rules. Useful when migrating settings between companies/environments. |
| Action | Import | Upload a previously exported settings file to add transfer rules. Useful for getting started with transfer rules. |
| Action | Verify Transfer Rules | Check which Transfer Rules the Swedish Tax Agency Entries matches depending on the Entry Text. |
| Sub page | Transfer Rules | Transfer Rules |
| Sub page | Filter Lines | Filter Lines |
Transfer Rules List
| Type | Caption | Description |
|---|---|---|
| Field | Code | Specifies the code for the rule to be used to map the text to a an account when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Description | Specifies the description of the rule to be used to map the text to a an account when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account Type | Specifies which account type to be used for the rule when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account No. | Specifies which account is to be used for the rule when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account Name | Specifies the name of account to be used for the rule when transferring the Swedish Tax Agency entries to a general journal. |
Transfer Rules
| Type | Caption | Description |
|---|---|---|
| Field | Code | Specifies the code for the rule to be used to map the text to an account when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Description | Specifies the description of the rule to be used to map the text to a G/L account when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account Type | Specifies which account type is to be used for the rule when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account No. | Specifies which account is to be used for the rule when transferring the Swedish Tax Agency Entries to a general journal. |
| Field | Account Name | Specifies the name of the account to be used for the rule when transferring the Swedish Tax Agency entries to a general journal. |
| Field | Sign | Specifies whether the rule applies to positive, negative or all amounts. If the tax account entries contain the same text but should be transferred to different accounts depending on whether the amount is positive or negative, this can be used. |
Verify Entry Texts
| Type | Caption | Description |
|---|---|---|
| Field | Transfer Rule Sign | Specifies whether the rule applies to positive, negative or all amounts. |
| Field | Text | Specifies the text in the Entry Text field on the Swedish Tax Agency Entries page. |
| Field | Account Type | Specifies the account type to which the transfer rule is associated. |
| Field | Account No. | Specifies the number of the account to which the transfer rule is associated. |
| Field | Account Name | Specifies the name of the account to which the transfer rule is associated. |
| Field | Transfer Rule Code | Specifies the code for the transfer rule that will be used for this Entry Text according to the current settings. |
| Field | Validation Error | Specifies an error message. |
Verify Transfer Rules
| Type | Caption | Description |
|---|---|---|
| Field | Entry Text | Specifies the text in the Entry Text field on the Swedish Tax Agency Entries page. |
| Field | Transfer Rule Sign | Specifies whether the rule applies to positive, negative or all amounts. |
| Field | Transfer Rule Code | Specifies the code for the transfer rule that will be used for this Entry Text according to the current settings. |
| Field | Account Type | Specifies the account type to which the transfer rule is associated. |
| Field | Account Name | Specifies the account to which the transfer rule is associated. |
| Action | Verify all Entry Texts | Check which Transfer Rules all the Swedish Tax Agency Entries matches depending on the Entry Text. |
| Sub page | Filter Lines | Filter Lines |
Page Extensions
Bank Account Card
| Type | Caption | Description |
|---|---|---|
| Field | Balance (Swedish Tax Agency) | Specifies balance retrieved from the Swedish Tax Agency. |
G/L Account Card
| Type | Caption | Description |
|---|---|---|
| Field | Balance (Swedish Tax Agency) | Specifies balance retrieved from the Swedish Tax Agency. |
VAT Posting Setup
| Type | Caption | Description |
|---|---|---|
| Field | Revenue VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT revenue (sale). On the Swedish VAT Return the following numbers are used: 05-08, 35, 36, 39-42 |
| Field | Rev. EU 3-P. Tr. VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT revenue (sale) for EU third party trade. On the Swedish VAT Return the following numbers are used: 38 |
| Field | Outgoing VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the outgoing VAT. On the Swedish VAT Return the following numbers are used: 10-12, 30-32, 60-62 |
| Field | Cost VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT cost (purchase). On the Swedish VAT Return the following numbers are used: 20-24, 50 |
| Field | Cost EU 3-P. Tr. VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT cost (purchase) for EU third party trade. On the Swedish VAT Return the following numbers are used: 37 |
| Field | Incoming VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the incoming VAT. On the Swedish VAT Return the following numbers are used: 48 |
VAT Posting Setup Card
| Type | Caption | Description |
|---|---|---|
| Field | Revenue VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT revenue (sale). On the Swedish VAT Return the following numbers are used: 05-08, 35, 36, 39-42 |
| Field | Rev. EU 3-P. Tr. VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT revenue (sale) for EU third party trade. On the Swedish VAT Return the following numbers are used: 38 |
| Field | Outgoing VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the outgoing VAT. On the Swedish VAT Return the following numbers are used: 10-12, 30-32, 60-62 |
| Field | Cost VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT cost (purchase). On the Swedish VAT Return the following numbers are used: 20-24, 50 |
| Field | Cost EU 3-P. Tr. VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the VAT cost (purchase) for EU third party trade. On the Swedish VAT Return the following numbers are used: 37 |
| Field | Incoming VAT Line No. | Specifies the Line No. and Box No. on the VAT Statement for the incoming VAT. On the Swedish VAT Return the following numbers are used: 48 |
VAT Report Setup
| Type | Caption | Description |
|---|---|---|
| Field | Contact | Specifies the Contact Person that is shown in the EC Sales List Report that is submitted to the Swedish Skatteverket |
| Field | Phone No. | Specifies the Phone Number that is shown in the EC Sales List Report that is submitted to the Swedish Skatteverket. |
| Field | Specifies the E-mail that is shown in the EC Sales List Report that is submitted to the Swedish Skatteverket |
VAT Statement
| Type | Caption | Description |
|---|---|---|
| Action | Update Template Lines | Updates the Template Lines, using the Box No. specified in VAT Posting Setup to create a Swedish VAT Statement. |
| Action | Create VAT Return | Creates a VAT Return, using the Box No. from the VAT Statement Lines |