Nmbrs Payroll link with Nmbrs Accounting

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

• pay slips
• payroll journal entries
• payroll tax assessments.

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

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

Only an user with the 'Portal administrator' or a 'Back office' role in the domain can use the Nmbrs Payroll link.

Manually Import payroll runs

By default, the automatic link with Nmbrs Payroll only retrieves documents for the current month. In certain situations, you may therefore need to upload documents manually.

When to import manually?

If the payroll run for a specific month is not processed until the following month (e.g., the January payroll run is not finalized until February), Nmbrs Accounitng can no longer automatically retrieve these “delayed” documents.

In that case, the payroll documents from the available payroll run in Nmbrs Accounting must be imported manually.

Process 13th month from Nmbrs Payroll 

Even if the administration in Nmbrs Accounting is set up for a standard calendar year (12 periods), it is possible to import a 13th month from Nmbrs Payroll.

The pay slips and payroll journal entries for the 13th month are automatically posted on the last day of the year (December 31).

Considerations when Importing pay slips

A few points to consider when importing pay slips:

• Automatic creation of employees in Nmbrs Accounting
  When importing pay slips from Nmbrs Payroll, an employee is automatically created (with the correct employee ID, name, and address details) in the system if it turns out that the employee ID does not yet exist in the relevant administration in Nmbrs Accounting.
  
  Error message
  The following error message appears when there is an employee in Nmbrs Payroll who has not yet been created in Nmbrs Accounting:
  
  Importing the pay stub failed. Administration: “company name” Run: “May 2022” Employee: “”. Error message: Employee with employee number 10000 is not unique.
  
  In that case, the missing employees must first be manually imported into Nmbrs Accounitng via the Nmbrs Payroll link.
  Each employee is created with the correct employee number, name, address details, and bank account.
  Employees already created in Nmbrs Accounting with a BSN that matches the BSN in Nmbrs Payroll will be updated if a change has occurred in the employee data in Nmbrs Payroll.
  
  
• Notification that pay slips are ready in Nmbrs Accounting

  After manually or automatically importing the pay slips, the user specified in the Nmbrs Accounting messages under Who receives tasks related to pay slips? will receive a notification that the pay slips are ready in the administration.

Important note on importing payroll journal entries

If you use the Nmbrs Payroll link and projects in Nmbrs Accounting, you can configure a administrations's settings so that all costs associated with a department or cost center in a payroll journal entry imported from Nmbrs Payroll are automatically assigned to a project in Nmbrs Accounting.

Enable the Payroll connection - Nmbrs Payroll feature

To use the Nmbrs Payroll link, this feature must be enabled for the portal and for each customer domain in Nmbrs Accounting.

Only a user with the “Portal administrator” role can enable the Payroll connection - Nmbrs Payroll feature for the portal or for all administrations within a domain.

Enable for portal

Nmbrs Accounting partners can notify Nmbrs Accounting that they wish to use the Nmbrs Payroll integration in the portal. Nmbrs Accounting will then incorporate this into the partner’s contract, after which the integration with Nmbrs Payroll will be available immediately.

Enable for all administraties in domain

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

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

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

To activate the Payroll connection - Nmbrs Payroll 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 Payroll 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 Payroll feature.

Set up the Nmbrs Payroll link

The Nmbrs Payroll link must be configured in four different places in Nmbrs Accounting:

• in the portal
• at the domain level
• in the administration
• for the employee(s)

Only a user with the “Portal administrator” or “Portal back office” role can configure the Nmbrs Payroll link for the portal, domain, administration or employee..

Set up Nmbrs Payroll link for portal in Nmbrs Accounting

For a detailed description of the Nmbrs Payroll link with Nmbrs Accounting at portal level, see article Set up Nmbrs® link for portal.

Set up Nmbrs Payroll link for domain, administration and employee in Nmbrs Accounting

To import pay slips, payroll journal entries, payroll tax assessments, and annual statements from Nmbrs Payroll, the Nmbrs Accounting domains, administrations, and employees must be properly configured.

For a detailed description of the Nmbrs Payroll link with Nmbrs Accounting at domain and administration level, see article Set up Nmbrs® link for domain, administration(s) and employees in Yuki.