Export transactions in SIE format

The SIE format is a standardized Swedish accounting export file format designed to simplify data exchange between different accounting systems.

Admins and Finance users can configure the export template by mapping the custom accounting fields in Cledara to SIE columns.

Here are the step-by-step guides on how to set up and export your SIE exports:

  Map custom accounting fields to SIE columns
  Export transactions in SIE format

Map custom accounting fields to SIE columns

1. Create custom accounting fields in any of your application’s Accounting tab.

   

   You will need two custom fields for the following columns:

   • Expense account
   • Asset account

2. Head to Settings > Integrations > Accounting > Accounting export templates, and click Set up to choose the template.

   

3. Select the SIE template.

4. Map your custom accounting fields to the corresponding SIE columns:

   

5. Fill in the default values for these columns. These defaults will apply unless specific values are customised for individual applications.

6. To customise the expense codes for each vendor, head to each application's Accounting tab and edit their value. All transactions under this application will use the customised values in the export.

   

Export transactions in SIE format

Once you’ve completed the configuration, exporting transactions in the SIE format is simple:

1. Head to the Transactions tab.
2. Click Filter results > Export > to SIE (Fortnox).
3. Select the desired timeframe for the transactions.
4. Click Export to generate the file.