Invoice export to SÅ Webbkalkyl

You can export income and costs from Opter in order to track earnings in SÅ Webbkalkyl. This is done through an invoice export. You can choose to export both income and costs, or just costs. This is because the income for some transport operations is imported into SÅ Webbkalkyl from systems other than Opter, and therefore does not need to be exported.

The following is required for the export to work:

A premium subscription to SÅ Webbkalkyl. For more information about subscriptions, see sacalc.akeri.se.
The vehicles to which the income and costs are linked must be registered with the same registration number in both SÅ Webbkalkyl and Opter.

Step 1: Get an API key from SÅ Webbkalkyl

Log into SÅ Webbkalkyl and get an API key. Read the help for SÅ Webbkalkyl or contact them for more information.

Step 2: Create an invoice export in Opter

Click on Economy > Invoices > Invoice export and create a new invoice export. The following fields must be filled in:

Name: for example, “SÅ Webbkalkyl”.
Type: SÅ Webbkalkyl API or SÅ Webbkalkyl API - only cost.
Encoding: “.” (full stop). This field must be filled in, but is basically not actually used.
Password: the API key you downloaded in step 1.

If you wish, you can also fill in the Start text and End text fields to modify the ID of the exported entries in SÅ Webbkalkyl. If you do not fill in any of the fields, “Delivery <ordernummer>” is used as the ID for income and “Shipment: <uppdragsnummer>” is used as the ID for costs.

Start text (not used if only costs are exported)

You can modify how the income is identified in SÅ Webbkalkyl here. If you leave the field blank, “Delivery <ordernummer>” is used as the ID. The following parameters can be used. You can only enter one of the parameters:

[ORDERNO] = Only order numbers without “Delivery” to facilitate automatic matching.
[FREIGHTBILL] = Freight bill number.
[EXTRAID1] = The value of the ExtraID1(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID2] = The value of the ExtraID2(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID3] = The value of the ExtraID3(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID4] = The value of the ExtraID4(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID5] = The value of the ExtraID5(order) field on the order (the real name of the field is on the Terminology tab in the office settings).

End text

You can modify how the cost is identified in SÅ Webbkalkyl here. If you leave the field blank, “Shipment: <uppdragsnummer>” is used as the ID. The following parameters can be used. You can only enter one of the parameters:

[SHIPMENTNO] = Shipment number only without “Shipment:” to facilitate automatic matching.
[ORDERNO] = Order number.
[FREIGHTBILL] = Freight bill number.
[EXTRAID1] = The value of the ExtraID1(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID2] = The value of the ExtraID2(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID3] = The value of the ExtraID3(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID4] = The value of the ExtraID4(order) field on the order (the real name of the field is on the Terminology tab in the office settings).
[EXTRAID5] = The value of the ExtraID5(order) field on the order (the real name of the field is on the Terminology tab in the office settings).

Step 3: Add the invoice export in the invoice export settings

The easiest way is to create a new invoice export setting and select it on the customers for whom you want statistics in SÅ Webbkalkyl. Proceed as follows:

Click on Economy > Invoices > Invoice export settings and create a new setting.
Select the checkbox for “SÅ Webbkalkyl” (or the name you gave the invoice export) and any other exports under Exports.
Click on to save all changes.
Go to the customer registry and select the invoice export setting you just created in the Invoice export setting field on the Invoice information tab for all customers you want to have statistics for in SÅ Webbkalkyl.

Another way is to check which invoice export settings are used for the customers you want statistics for, and select the checkbox for “SÅ Webbkalkyl” (or the name you gave the invoice export) for those invoice export settings.

Step 4: Export income and costs

You can export the income and costs for entire invoice periods or individual invoices from the Invoices window.

When the export is finished, a message is displayed with information about the vehicles for which the export was unsuccessful. This may include fictitious vehicles that should not be included in the tracking of earnings. No new vehicles are created in SÅ Webbkalkyl during export. The income and costs are exported only to existing vehicles with the same registration numbers as in Opter.