Portal settings

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

In Nmbrs Accounting, settings are consolidated in a single central location as much as possible to keep management organized. At the portal level, you configure settings that apply to all linked domains, such as security, payroll integrations, web services, and customer access.

Permissions and roles

Access to and the ability to modify portal settings depend on the assigned user role:

• Portal administrator: has full access to all portal settings and has the authority to modify them.
• Portal back office: has limited access to the settings. This user can view/access:
  • Message templates (read-only)
  • Nmbrs Payroll integration (read and edit)
  • Loket payroll integration (read and edit)
  • Maximum recognition (read-only).

Access to Portal settings

To access:

• in the accountant portal, click on the Settings icon at the top right of your screen.
  
  

Portal settings overview

On this screen, you'll see all the available portal settings:

• General: 
  • samples
  • document processing
  • VAT return approval
  • security
  • satisfaction
  • access rights for end users (customers).
• Terms and conditions: view and manage the terms and conditions and the GDPR data processing agreement.
• Web Services: manage API keys for external integrations and web services within the portal.
• Message templates: import or create standard questions and answers (available in Dutch, English, French, and Spanish) for communication between the back office and the customer.
• Nmbrs Payroll Integration: enter the access code and manage the automatic import of payroll documents from Nmbrs Payroll.
• Loket Integration: manage the login credentials for Loket and the automatic import of payroll documents.
• UBL per company: View the status of UBL invitations per accounting entity within a domain.
• UBL by supplier: view the status of UBL invitations sent to suppliers by domain.
• CRMHub: automatically synchronize changes in your Visma CRM system with the client data in the accountant portal.
• Maximum Recognition: forward purchase and sales invoices from the back-office workflow for automatic data enrichment.