Skip to main content

Welcome to the Winvoice Documentation

Winvoice is the Nordic region's leading platform for digital invoice management, AI-based capture, and automated approval workflows with seamless real-time connections to leading ERP systems.

🎬 Watch Our Official Video Guide (15 min)

Looking for a quick and visual overview of how Winvoice operates in practice? Watch our Video Guide: Winvoice in 15 Minutes with chapter markers and direct links to each workflow!

In this portal, you will find everything you need to get started, optimize your accounting workflows, and connect your financial system:

  • User Guides: Step-by-step instructions for dashboard overviews, invoice review, line coding with 4 decimals, purchase order matching, posting templates, and delegations.
  • ERP Systems & Integrations: Complete guides and setup steps for Fortnox, Visma.net, Visma Business NXT, Visma Spiris, Visma Administration, Bokio, Unimicro, and Peppol.
  • Winvoice Agent: Installation guides, system requirements, firewall rules, and operational troubleshooting for on-premise ERP servers.
  • Administration & Master Data: Multi-company management, corporate group structures, chart of accounts, and VAT codes.
  • Release Notes: Our latest product updates, new features, and bug fixes published directly after each release.

Quick Start by Role​

For Approvers and Reviewers​

  1. Log in: Navigate to app.winvoice.se and log in with your email address.
  2. Open My Invoices: View your personal approval queue and review invoices in the side-by-side PDF viewer (Approval Workflows).
  3. Approve or forward: Click Approve or forward to a colleague if additional supporting documentation is required.
  4. Set up a delegate: Going on vacation? Configure a substitute under your profile (Delegation).

For Accountants and Administrators​

  • Search and filter: Find historical invoices and export audit reports to Excel and PDF (Invoice Search & Statuses).
  • Automate with rules: Set up intelligent rules and buyer references for automated accounting (Coding Rules).
  • Purchase Order matching: Automatically match invoices against purchase orders and goods receipts (PO Matching).
  • Governance & Permissions: Configure approval limits and team workflows (Limits & Groups).

Need Further Assistance?​

Our support team is here to assist you on business days: