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

Modified on Thu, 23 Apr at 10:51 AM

Disclaimer

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

Nmbrs® is integrated with Yuki. Thanks to the integration with Nmbrs®, you can retrieve the following payroll documents from Nmbrs® and automatically import them into Yuki:

pay slips
payroll journal entries
payroll tax assessments.

In addition, it is also possible to manually import annual statements via the Nmbrs® link, if required.

If the Work-related costs scheme (WKR) functionality is used, it is also possible to retrieve the payroll balance from Nmbrs®.

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

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

Default Nmbrs® settings for the domain

By default, the domain adopts the Nmbrs® settings from the accountant portal.

For a brief description, see article Set up Nmbrs® link for portal.

Specific Nmbrs® settings for administration

After linking the domain, administration(s), and employee(s) in Yuki, you can, if required, configure specific settings for an administration, such as the access codes for the Nmbrs® environment and whether or not to automatically import payroll documents.

IMPORTANT!

Enabling the Payroll connection - Nmbrs feature for all administraties in domain

Before you can configure the Nmbrs® link, the feature must first be enabled in the domain contract.

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

Without this activation, the Nmbrs service will not be visible in the HR functionality.

To activate the “Link to Nmbrs®” feature from the accountant portal:

click on the name of the relevant domain
in the now-opened screen, click on the Manage link next to Current bundle under Contract
then, in the now-opened screen, select the Payroll connection - Nmbrs feature

OR
open the domain in question by clicking on the icon next to the domain name
in the now-opened screen, click on the Settings icon in the navigation bar
in the Domain secion, clcik on Contracts
in the now-opened screen, click on the Manage accountant features button
then select the Payroll connection - Nmbrs feature.

Important issues when configuring the Nmbrs® link

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®.

Link domain with Nmbrs®

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 link a domain:

in the accountant portal, click on Management
click on Domains
click on the name of the domain you want to link with Nmbrs®
click on the HR icon in the navigation bar
then click on Nmbrs service

OR
click on the Settings icon In the navigation bar
then, in the Integrations section, click on Nmbrs settings

The following screen is opened:
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) with Nmbrs®

An administration in Yuki is called a company in Nmbrs®.

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

To link an administration:

in the accountant portal, click on Management
click on Domains
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) with Nmbrs®

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 link an employee:

click on the Contacts icon in the navigation bar
click on the Employees icon
open the contact card of the employee you want to link
open the Employee tab
in the Employee number field, enter the Nmbrs® employee number.

Enter specific Nmbrs® settings for administration

To enter specific Nmbrs® settings for an administration:

click on the HR icon in the navigation bar
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
click on the Edit button
then, in the now-opened screen, enter the correct settings for the administration.

Set up credentials

You can configure the following credentials for an administration.

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.

To find the debtornumber in Nmbrs®:

in the now-opened menu, click on My account
then under Invoicing click on Information.
Here, after the Number field, you will find the debtor number.

Set up automatic import of payroll documents

You can enter the following automatic import settings below.

Use the import settings of the domain

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

Split payroll journal entry by

If required, the payroll journal entry can be split by department or by cost center.

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

All costs of a cost center in the payroll journal entry are automatically assigned to a project you have created in Yuki. This project must have the same name as the cost center in Nmbrs®.

To do this, a user with the “Management” role must have selected the Medium, Large, or Unlimited bundle via the Yuki Store in the domain, and the Nmbrs® debtor number must have been entered.

Import payroll documents automatically

The following payroll documents can be imported 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].

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