Bookkeeping & Invoicing +
Lunar
Here you'll find information on how to activate bank integration with Lunar. Unlike other banks, we use Open Banking for Lunar's bank integration. This means a simpler activation process, and most importantly no extra cost for you as a customer.
Set up bank integration with your bank
If you're a new customer in Bookkeeping & Invoicing and use Lunar as your bank, you activate the connection in the start guide. You choose whether you have a personal or business account with the bank, enter your personal identity number, and then receive a notification from your Lunar app to approve the connection. If you have multiple accounts with the bank, you select which account or accounts you want to activate the connection for.
The bank integration is activated immediately and the next time a transaction occurs, it will be sent to Bookkeeping & Invoicing. We retrieve transactions four times a day.
Below are instructions for existing customers in Bookkeeping & Invoicing.
- Select Settings - Cash and bank accounts.
- Click on your Lunar account that you want to activate the bank integration for. The row expands and the Edit and Activate bank integration buttons appear.
- Select Activate bank integration.
- Select whether you have a personal or business account and enter your personal identity number.
- You are redirected to a new page where you enter your personal identity number again and click Next.
- Open the Lunar app and approve.
If you have multiple accounts with the bank, you select in Bookkeeping & Invoicing which account or accounts you want to activate the connection for.
The bank integration is activated immediately and the next time a transaction occurs, it will be sent to Bookkeeping & Invoicing. We retrieve transactions four times a day.
Work with bank integration
When are the bank statements read?
Four times a day: at 08:00, 14:00, 20:00 and 02:00.
Can I paste or import bank statements?
Yes, if the copied text/file only contains bank transactions dated before the bank integration was activated.
Do I need to save the bank statement from the bank?
Yes. When you have a bank integration with Lunar, not all information on the bank statement is transferred to Spiris. You therefore need to save the bank statement from the bank yourself and store it in accordance with the Swedish Accounting Act.
Related topics
|
Work with bank integration |
|
|
Import bank statements |
Work smarter
This is how you can work most effectively
9 tips to take your company from liquidity problems
Video tutorials
Search terms: bank integration, activate bank integration, set up bank integration