This article describes the Revenue Accounting feature in Next Project and explains in which situations it is required, for example when integrating with Next Cloud Link or when revenue needs to be allocated to the correct work order and change order (ÄTA). The article walks through how to configure the feature under Administration – Finance – Revenue Accounting, including how posting dimensions are set up to control what information is included when the customer invoice is exported to the accounting system.

Background

In Next there are two ways to manage which account a customer invoice should be posted to. One way is to use the cost account that matches an item from the accounting system. The other way is the Revenue Accounting feature – and that is what we will look at in this guide.

Revenue Accounting is required in the following situations, among others:

• The integration requires it, for example Next Cloud Link (which replaces Next Connect for customers using Fortnox and Visma e-Accounting).
• If you want the revenue to be allocated to the correct work order or change order (ÄTA), and not only to the Base Contract.
• If the same type of service or product can belong to different revenue accounts depending on the situation or recipient. For example, invoiced labour can be posted to one account for sales to affiliated companies and another for sales to external customers. Another example is when you have different revenue accounts depending on the type of compensation.

If you have been contacted by Next regarding a move to the Next Cloud Link integration, which replaces Next Connect for Fortnox customers, you should review your Revenue Accounting setup. If you do not have this feature, we will set it up together – please read through the information to prepare for an upcoming meeting.

Setup in Next Project

The rule set governing the Revenue Accounting feature can be found under Administration – Finance – Revenue Accounting. Note that only users with the administrative permission "Revenue Accounting" have access to this tab. The feature also needs to be activated in your database. If you wish to activate the feature, please contact our support team.

Posting Dimensions

Posting dimensions refer to the information that can potentially accompany the customer invoice when it is exported to the accounting system. In our standard integrations Next Connect and Next Cloud Link, dimensions 1–4 are relevant. Dimensions 5–6 are not included in our standard integration and therefore cannot be transferred to the accounting system.

The Posting Dimensions tab — note which dimensions are selected and which are mandatory.

The most common setup is for dimensions 1–3 to be checked and also set as mandatory. If you only want the revenue to go to the project's base contract, do not check row 3. If you want Cost Centre to be included in the integration, check that as well.

Note that if you transfer work orders and change orders (ÄTA) as projects to the accounting system via the integration, row 3 "work order" must be checked. This ensures that revenue is allocated to the correct work order or ÄTA both in Next Project and in your accounting system. For example, project 10,000 work order 2 in Next will correspond to project number 10,000-2 in your accounting system. Note that the formatting of project numbers may differ between accounting systems and configurations.

If you do not include work order as a dimension, all revenue is posted against the main project. Project 10,000 work order 2 in Next will then correspond to project number 10,000 in your accounting system.

Posting Rules

Under the Posting Rules tab you set up the rule set for the revenue accounts used during invoicing. Accounts for penny rounding or accounts used in isolated cases – for example for fixed assets – do not need to be set up here.

The first row is a default rule that revenue always lands on if no exception rule on the other rows is met. The account set as the default rule is also used for manual invoices and manual adjustments to invoice lines. Exception rules can be created based on various criteria depending on the type of sales the revenue should belong to.

Note that the balance account for accounts receivable must be specified in Next Project. In our standard integrations it is the accounting system that controls which account is used in the bookkeeping – meaning it does not come from Next Project, even if it is entered in the posting rules.

Below are some common Revenue Accounting configurations. For more complex configurations we recommend contacting us. Note that these are examples only – accounts and configuration may differ depending on your needs.

Example 1. Applies when you have two revenue accounts for invoicing: one for sales with 25% VAT (3001) and one for sales with reverse charge VAT (3231). If the majority of your invoices relate to reverse charge VAT, account 3231 can be set as the default rule and on row two "excluded" can be set in the construction VAT column with account 3001.

The Posting Rules tab — review criteria and account settings for each row.

Example 2. Applies when you have four revenue accounts, where in addition to the split between sales with 25% VAT and reverse charge VAT, a distinction is also made between external sales and intra-group sales.

The Posting Rules page shows configurable rules with criteria and account mappings.

Example 3. Applies when you separate the sale of goods and services at 25% VAT and then have one account for reverse charge VAT. The main account is set to material sales since many different cost accounts may be involved. The specified cost accounts are those used for time reporting in Next and should generate revenue for services when invoiced.

The Posting Rules tab shows rule rows with criteria and account settings.

Accounting System Connection

If you use Next Cloud Link for Fortnox as your integration, no items need to be created in the accounting system.

If you use Next Connect or Cloud Link for Spiris or Bjorn Lunden as the integration between Next Project and your accounting system, items need to be created in the accounting system. You then link these to the correct revenue account in Next's chart of accounts. Enter the item number from the accounting system in the Item no. on invoice column, and fill in the VAT code for the revenue account in the accounting system under the External VAT code column in Next's chart of accounts (Administration – Finance – Chart of Accounts). A single item can be used for both an account with 25% VAT and an account for reverse charge VAT.

Chart of accounts view where the Item no. on invoice and External VAT code fields should be reviewed.

For more information about items when using Next Connect, see the following guides:
Integration Next Connect - Fortnox
Integration Next Connect - Visma Administration
Integration Next Connect - Spiris

Permissions

Permissions for Revenue Accounting are managed under Administration – Groups/Permissions. To view and manage the Revenue Accounting setup you need the administrative permission "Revenue Accounting" – this setting is recommended for finance administrators. To see the Revenue Accounting tab in the invoice module you need the module permission "Use revenue accounting in invoices".

The page shows permission settings; note the difference between read and full permission.

You can also configure a specific permission for how revenue accounting may be used in invoices. For example, it is possible to restrict users so that they can only change the project, work order, or change order (ÄTA) – and not the accounts or other parameters in the revenue accounting rule set.

Revenue Accounting on an Invoice in Next Project

When a new invoice is created in Next Project, you automatically receive a revenue accounting proposal, generated based on the rule set that has been configured.

Note that manual invoices and changes to invoice lines are generally posted against the revenue account set as the default rule in the rule set. Revenue Accounting information must therefore be updated manually per line if you wish to use an account other than the default rule.

The revenue accounting proposal is based on when the invoice basis is created, not when the invoice is locked. You should therefore always check the invoice's revenue accounting before it is marked as locked and transferred to the accounting system. The invoice's revenue accounting is updated if you change, for example, the VAT or construction VAT.

NOTE! If you then change back to standard VAT, all lines will be updated according to the current rule set and any manual changes will be lost. This is not a problem in most cases, but something to be aware of if you for example switch from standard VAT to construction VAT and back again.

You can see on each individual invoice line which revenue account the line will be posted to. This can be edited manually, provided you have the correct permission. A major advantage of the revenue account being visible on each line is that you can easily control how the revenue is posted. You also get a summary of the posting on the Revenue Accounting tab, where you see all conditions and associated lines.

You can choose to show or hide the revenue accounting by showing or hiding columns, or by clicking the Show revenue accounting button.

The Invoice Lines tab shows lines with associated revenue accounting and project information.

On the Revenue Accounting sub-tab in the invoice module you can see how the posting is distributed. On the left you see the rule set and on the right you see the invoice lines covered by the rule set. If you make changes here, all lines on the invoice are updated automatically.

The Revenue Accounting tab — note the columns for account, work order, and amount.

Invoicing with ROT/RUT/Green Technology

When invoicing ROT/RUT/Green Technology (Swedish tax reduction schemes for home improvement and cleaning services), you handle the reduction under the Tax Reduction tab. Manual changes or additions to Work Type and reduction amount – on invoice lines or under the Tax Reduction tab – only affect the invoice sent to the customer, not what is transferred to the accounting system. These changes must also be made under Revenue Accounting – Basis for accounting system, as it is these details that are sent to the accounting system and can subsequently be used for applications to the Swedish Tax Agency.

The information in Basis for accounting system is created when the invoice basis is created, not when the invoice is locked, and is only partially updated when adjustments are made to the invoice. You should therefore always verify the revenue accounting and the basis for the accounting system.

To facilitate handling of invoices with tax reduction, we recommend that the invoice is prepared by reviewing the pricing and, for example, whether order lines should be billable or not.

For fixed-price invoices with tax reduction we recommend adding one or two order lines to be invoiced, for example "Fixed price materials" and "Fixed price hours". If you wish to supplement from Next Project with how many hours the fixed price covers, you can do so under Tax Reduction – Select work type – Work hours. The hours are then only included in the transfer to the accounting system and do not appear on the customer invoice.

The 'Tax Reduction Basis' dialog — note the Work Type filter.

Split Line

A new feature in the revenue accounting in the invoice view in Next is the ability to split a line on the invoice. This means that from a single line you can distribute the revenue across multiple locations in the project, for example if you have a fixed-price invoice whose revenue you want to allocate to multiple work orders (AO)/change orders (ÄTA), or if you need different ROT types on a single invoice line.

You can combine the use of split line in any way you like on an invoice. If, for example, you only want certain lines to be split, you can of course do so individually.

New in the interface

A new button, Split line, is now available in the toolbar on the Invoice Lines tab.


Each individual invoice line can be split into multiple revenue lines. In the example below we have a fixed-price invoice where we have split the invoice line into four individual lines linked to different work orders (AO)/change orders (ÄTA) in the project. To split into multiple lines, click the green plus and then choose how you want to distribute the revenue.



The posting for all invoice lines created is summarised on the Revenue Accounting tab, just as before, but now each individually posted line is also shown as an entry.


The image above shows the four lines created in the revenue accounting and how their amounts and connections look.

Split line is also introduced in the Tax Reduction Basis, i.e. the Select work type button, on the Tax Reduction tab.

In the image you can see four different splits across different types of ROT services.
In the same dialog there is now also the ability to manually select which lines are eligible for reduction, as shown in the image above.

NOTE!

When you create an invoice with tax reduction in Next, the respective account on the invoice lines will be suggested based on whether it is eligible for reduction, material, or other. The pre-selected options are based on the chart of accounts settings in Next.

In the image below you can see an example from a chart of accounts. For each account you can choose between Cost (if the account is a cost account in Next), Work (if the account relates to labour time), and Material, which defines whether it is a material account. These settings directly affect the tax reduction in Next and which costs should form the basis for the tax reduction. If no selection has been made, the account is counted as other.

When the invoice is created, the reduction type is distributed based on account, but you can manually adjust this afterwards.



For more information about tax reduction, read more about tax reduction in this article.

Common Questions When Activating Revenue Accounting

• Q: Why can't I lock my invoice?
  A: If there were invoices that were started but lacked an external invoice number when Revenue Accounting was activated, you need to manually add the Revenue Accounting line. Do this by clicking Balance posting, or alternatively the green plus, on the Revenue Accounting tab, and fill in the mandatory fields.

• Q: I get an error message when I try to credit an invoice?

  

  Error dialog during posting — contact your administrator for this error code.

  A: The error occurs because the original invoice was created before Revenue Accounting was activated and therefore lacks the Revenue Accounting line that the system copies when crediting. Follow these steps to resolve the issue:

  1. Unlock the original invoice.
  2. Go to the Revenue Accounting tab and create the line by clicking Balance posting, then add the correct account and any other missing information.
  3. Lock the original invoice.
  4. Credit the invoice again.
• Q: I used to have more information about the customer invoice in the accounting system but now I only see the total – can we revert this?
  A: That is correct. When Revenue Accounting is activated, only one line per account and project is sent to the accounting system, with the exception of tax reduction invoices where labour and materials/other are separated even if the same revenue account is used. When transitioning to Cloud Link we include the customer invoice image to facilitate the process.
• Q: Do I need both the "Construction VAT checkbox" on the invoice and the correct account in Revenue Accounting?
  A: With Cloud Link – yes, both are required. The construction VAT checkbox affects the invoice's appearance and VAT rate, while Revenue Accounting controls how the invoice is posted. With a Next Connect integration, the construction VAT checkbox also affects how the invoice is posted in the accounting system.

News – latest updates from release notes

Summary of changes and improvements retrieved from Next Project's release notes.

2026

May 2026

• PDF reports created from invoice templates are now named according to the template's FU number
• Revenue recognition in customer invoice: An individual invoice line can now be split into multiple revenue lines with individual dimensions (project, AO/ÄTA, account). This simplifies the workflow for your customers who need to categorize invoiced amounts in different ways in their accounting system, for example when applying for ROT deduction
• A new button, Split line, is now available in the toolbar in the Invoice lines tab
• Each individual invoice line can be split into multiple revenue lines
• The posting of all invoice lines is compiled in the Revenue recognition tab
• Split line is also introduced in Tax reduction basis, that is the button Select type of work, in the Tax reduction tab. NOTE! When you create an invoice with tax reduction in Next, the respective account on the invoice lines will be suggested if it is reduction-qualifying, material, or other. The default options will be based on the settings in the chart of accounts in Next
• In revenue recognition, material and other are now separated on tax reduction invoices
• On Monday, May 18, an updated quick guide will be available with more detailed information. It is linked HERE. Read under the heading Split line