Settings

Company Settings

Under the settings menu, Företagsinställningar and the tab Bokföring, you find settings for accounting method and VAT. You can also see the date from when you started bookkeeping in Dooer.

Shareholders

In the share register, you keep a record of a limited company’s shares and shareholders.

Read more about the requirement to have a share register at Bolagsverket.

Fiscal Year

Under fiscal year, you can see fiscal years and view and change their details, including the ability to close and open accounting periods. You can also import SIE files and create new fiscal years.

View Fiscal Year

When you open a fiscal year by clicking on the button Visa, you get an overview of the fiscal year and can further see your accounting periods and have the opportunity to set opening balances.

You can also close the year for bookkeeping here when you are finished with the annual accounts.

Fiscal Year

Here displays an overview of the fiscal year’s period and any SIE files that have been imported into the year.

Delete imported SIE file

You can delete an imported SIE file by clicking on Radera importerade bokningar for the file you want to remove. When you click here, vouchers that were created when the file was imported are removed.

Accounting Periods

Here the accounting periods for the fiscal year are displayed, and you can close and open periods by clicking on the dots to the right.

Opening Balances

This function is used to change and set opening balances for a fiscal year.

This may be relevant if you lack a correct SIE file for previous fiscal years and instead set opening balances based on the latest annual accounts.

Keep in mind that opening balances are set per the first date in the fiscal year.

Create Fiscal Year

Here you can create a new fiscal year. It can be a current fiscal year or a previous fiscal year that you want in the system. The current fiscal year must be mapped to Dooer’s chart of accounts.

Import SIE File

SIE files are a standardized file format for transferring bookkeeping between accounting programs. The version of SIE that Dooer supports is SIE4.

When you start bookkeeping with Dooer, you can choose to either do it in the current year (the year in which you have open bookkeeping) or for previous years.

What makes the import of the current year unique is that you must remap this bookkeeping to Dooer’s chart of accounts. This ensures that, among other things, VAT reports and bookkeeping are handled correctly.

If you are moving to Dooer, you can find information on how to export bookkeeping in SIE format from other accounting programs on the following pages:

• Bokio
• Fortnox
• Speedledger
• Visma

Import with Remapping

Select the file to import. When the file is uploaded, you will get help to remap the previous chart of accounts to Dooer’s chart of accounts.

Accounts where you need to take action will be marked in red so that you can find them more easily in the list.

Import without Remapping

Use only this option if you are importing a previous fiscal year. If you are importing into an open fiscal year that you will continue booking in, you must import with remapping instead. Please note that if you import into a fiscal year that already exists, it will be overwritten.

FAQ

Can I continue bookkeeping in a voucher series that I imported from a previous accounting program?

No, your previous voucher series is marked as external, and new vouchers are created in a new voucher series.

How do I export my bookkeeping?

Click on the settings menu (the gear) at the top left and select Export. Follow the instructions to get a ZIP file containing, among other things, SIE4 files in the subfolder fiscalYears.

Can I import vouchers into a series other than the A-series?

Dooer currently only supports import into the A-series for the current year with remapping.

How do I change the date for the fiscal year?

You can update the date of a fiscal year by going to the page for fiscal years and there clicking on the “Visa” button for the fiscal year you want to update. Then click on the link “Redigera datum” on the far right and follow the instructions.

Remove company from Dooer

When logged into the account (company) you want to remove, you can delete it by going to “Företagsinställningar” and click the button “Ta bort företag” in the upper right corner. Please note that when doing so all data in that will be removed which is why we recommend that you export any bookkeeping data that you want to keep before closing the account.