> For the complete documentation index, see [llms.txt](https://docs.younium.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.younium.com/erp-and-accounting-integrations/saf-t.md).

# SAF-T

## Overview

The SAF-T integration exports Norwegian SAF-T Financial XML (schema version 1.30) for a selected period. Younium builds an `AuditFile` with company header, master files (GL accounts, customers, tax table), and general ledger entries from postings, validates against the bundled XSD, and returns serialised XML (JSON-wrapped inner XML string in the API response path).

## Authentication

No external system. Export is generated on demand from Younium ledger and master data.

## Settings

| Setting                  | Description    | Validation                        |
| ------------------------ | -------------- | --------------------------------- |
| `ContactPersonEmail`     | Header contact | Required with first/last name     |
| `ContactPersonFirstName` | Header contact | Required                          |
| `ContactPersonLastName`  | Header contact | Required                          |
| `SelectionStartDate`     | Period start   | Must be before `SelectionEndDate` |
| `SelectionEndDate`       | Period end     | Must be after start               |

`SaveSettings` and export both call `ValidateSettings`.

## Export workflow

1. Load current legal entity; fail if missing.
2. `CreateSaftFile` for date range.
3. `ValidateSaftXml` against Norwegian SAF-T Financial Schema v1.30.
4. Serialize to `XmlDocument`; log integration success `Create Saft Xml`.
5. Return JSON-serialised inner XML.

Failures log integration failure and throw `ApiException`.

## Header mapping

| Younium Field                                         | SAF-T `Header` element                                                                                        |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| `ApplicationLegalEntity.Address.Country.TwoAlphaCode` | `AuditFileCountry`                                                                                            |
| UTC date                                              | `AuditFileDateCreated`                                                                                        |
| Fixed                                                 | `AuditFileVersion` `1.0`, `SoftwareCompanyName` `Younium AB`, `SoftwareID` `Younium`, `SoftwareVersion` `1.3` |
| Legal entity base currency (repository may update)    | `DefaultCurrencyCode`                                                                                         |
| Fixed                                                 | `TaxAccountingBasis` `A`                                                                                      |
| `ApplicationLegalEntity.OrganizationNumber`           | `Company/RegistrationNumber`                                                                                  |
| `ApplicationLegalEntity.Name`                         | `Company/Name`                                                                                                |
| Legal entity address street, city, zip, country       | `Company/Address`                                                                                             |
| Settings contact names + email                        | `Company/Contact`                                                                                             |
| `ApplicationLegalEntity.TaxRegistrationNumber`        | `Company/TaxRegistration`                                                                                     |
| `SelectionStartDate`, `SelectionEndDate`              | `SelectionCriteria` items                                                                                     |

## Master files — general ledger accounts

Financial accounts with activity in the period are mapped from repository queries (account codes and descriptions per SAF-T repository logic).

## Master files — customers

| Younium Field                       | SAF-T `Customer`                               |
| ----------------------------------- | ---------------------------------------------- |
| `Account.AccountNumber`             | `CustomerID`                                   |
| `Account.Name`                      | `Name`                                         |
| `Account.OrganizationNumber`        | `RegistrationNumber`                           |
| `Account.TaxRegistrationNumber`     | `TaxRegistration` (optional)                   |
| `Account.DefaultPaymentTerm.Days`   | `PartyInfo/PaymentTerms/Days`                  |
| `Account.Currency.Code`             | `PartyInfo/CurrencyCode`                       |
| Default delivery or invoice address | `Address` (street or billing type)             |
| Opening/closing balance in period   | Balance fields from `GetAccountInvoiceBalance` |

Accounts missing default payment term or both addresses are skipped with integration log failure for that account.

## Master files — tax table

| Younium Field                  | SAF-T tax table                                                   |
| ------------------------------ | ----------------------------------------------------------------- |
| `TaxTemplateDetails.Tax1`      | Tax percentage item                                               |
| `TaxCategoryType.Description`  | Description                                                       |
| `Country.TwoAlphaCode`         | Country                                                           |
| `TaxCategoryType.ExternalCode` | `TaxCode`, `StandardTaxCode` (required — export fails if missing) |
| `TaxTemplate.EffectiveFrom`    | `EffectiveDate`                                                   |
| Fixed description/type         | `Merverdiavgift` / `MVA`                                          |

> **Note on external tax codes:** Every tax category used must have **External code** set under Accounts receivable tax categories; otherwise export throws naming the tax template.

## General ledger entries

Postings in the date range are grouped by journal number, then by transaction number.

| Younium `PostingData`           | SAF-T `Transaction` / `Line`                               |
| ------------------------------- | ---------------------------------------------------------- |
| `JournalNumber`                 | `Journal/JournalID`                                        |
| `JournalType` + journal number  | `Description`                                              |
| Fixed                           | `Type` `GL`                                                |
| `TransactionDate`               | `TransactionDate`, `GLPostingDate`, `Period`, `PeriodYear` |
| `TransactionNumber`             | `TransactionID`                                            |
| `InvoiceNumber`                 | `Description`                                              |
| `CustomerId`                    | `CustomerID`                                               |
| `AccountCode`                   | `Line/AccountID`                                           |
| `Debit` / `Credit` base amounts | `DebitAmount` or `CreditAmount` with currency              |
| Zero debit and credit lines     | Skipped                                                    |

Journal totals: `NumberOfEntries`, `TotalDebit`, `TotalCredit` summed in base currency rounded.

## Eligibility

Requires complete legal entity address with country. Tax templates must have external codes. Posting data must exist for the selected window.


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