Set up Nmbrs® link for domain, administration(s) and employees in Yuki

Modified on Tue, 11 Feb at 3:49 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

To import pay slips, payroll journal entries and annual statements from Nmbrs®, the domain, administration(s) and employees must be properly configured to establish the link with Nmbrs.

The following issues are important here:

The domain name in Yuki must match the debtor name in Nmbrs®.
The administration name in Yuki must match the company name in Nmbrs®.
The contact code in Yuki must match the company code in Nmbrs®.
The employee number in Yuki must match the corresponding employee number in Nmbrs®.

Then, settings can be entered for an administration, including access codes for the Nmbrs® environment and whether or not to automatically import salary documents.

TIP!

For an administration, it can be set that the imported payroll journal entries are split by department or cost center.

For the domain, by default the Nmbrs® settings are taken from the accountant portal. How to set this at the portal can be read in the article Set up Nmbrs® link for portal.

Only a user with a 'Back office' role in the domain can set up a Nmbrs® link for the domain, administration and employee(s).

ATTENTION!

An activated Nmbrs link for a domain is usable for all administrations in that domain.

This means that all administrations in Yuki will have an active payroll contract.

If no payroll documents should be automatically imported for an administration in the domain, disable the 'Automatically import payroll documents' option in the Nmbrs settings for the administration.

Link domain, administration(s) and employees

Below is a description of the steps required to link a domain, administrations and employees with Nmbrs®.

Link domain

A domain in Yuki is called a debtor in Nmbrs®.

When you enter the Nmbrs® debtor number, a debtor in Nmbrs® no longer needs to be or be created with the same name as the domain name in Yuki.

To do this, go through the following steps:

Open the domain from the accountant portal by clicking on Domains.
Click on the name of the domain you want to link with Nmbrs®.
In the navigation bar, click on the Human Resources icon and then click on Nmbrs service.
OR
In the navigation bar, click on the Settings icon and then under Integrations click on Nmbrs settings
In the Nmbrs debtor number field, enter the appropriate debtor number.

TIP!

Text may also be entered in the 'Nmbrs debtor number' field. Do use the most specific text possible to avoid duplicates.

Link administration(s)

An administration in Yuki is called a company in Nmbrs®. To link a company to an administration in Yuki, the company code from Nmbrs® must be entered in Yuki.

To do this, go through the following steps:

Open the domain from the accountant portal by clicking on the Domains button.
Click on the icon after the name of the domain in which the administration is located.
Click on > in front of the name of the administration for which the company code is to be entered
Open the Administration tab.
In the Contact code field, enter the company code from Nmbrs®.

Link employee(s)

Finally, the employees in Yuki need to be linked with the employees in Nmbrs®. This can be done by entering the Nmbrs® employee number in Yuki for the employee.

To do this, go through the following steps:

Hover your mouse over the Contacts icon in the navigation bar, then click on the Employees icon
Open the contact card of the employee you want to edit
Open the Employee tab
In the Employee number field, enter the Nmbrs® employee number.

Enter Nmbrs® settings for administration

To enter specific Nmbrs® settings for an administration, hover your mouse over the Human Resources icon in the navigation bar and then click on Nmbrs service.

The following screen is opened:

Click on the Settings button. The following screen is opened:

In the upper right corner of the above screen, select the administration, then click on the Edit button and in the now-opened screen, enter the correct settings for the administration.

Set up credentials

Use the credentials set for the domain

Specify here whether the administration can use the access credentials set for the domain.

User name and API token

Enter Nmbrs® username and API Token here.

Nmbrs® debtor number

The owner of the account in Nmbrs® can find the debtor number in Nmbrs® by clicking on the icon at the top right of the screen below.

In the now-opened menu, click on My account and then under Invoicing on Information.

Here you will find the debtor number after the Number field.

Set up automatic import of payroll documents

Use the import settings of the domain

Specify here whether domain import settings can be used for the administration.

Split payroll journal entry by

This requires that a user with the 'Management' role has selected the Medium, Large or Unlimited bundle via the Yuki Store in the domain and the Nmbrs® debtor number has been entered.

The payroll journal entry can be split by department or cost center if desired.

Departmental costs in the payroll journal entry are automatically assigned to the project created by Yuki for each department.

All cost center expenses in the payroll journal entry are automatically assigned to a project created by yourself in Yuki. However, this project must have the same name as the cost center in Nmbrs®.

Import payroll documents automatically

Import pay slips automatically
Import journal entries automatically
Import payroll tax assessment automatically
First day of current month from when payroll documents are automatically imported [day].
Last day of current month when payroll documents are automatically imported [day].

ATTENTION!

If no payroll documents are to be automatically imported for an administration in the domain, disable the 'Automatically import payroll documents' option.