Set up Nmbrs® link for portal

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, payroll tax assessments and annual statements from Nmbrs®, the portal must be properly configured to establish the link with Nmbrs® . 

Only a user with the 'Portal administrator' or 'Portal back office' role can set up the Nmbrs® link in the portal.

MPORTANT!

Enable the Payroll connection - Nmbrs feature for the portal

To use the link with Nmbrs®, this feature must be activated for the portal.

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

Only a user with the “Portal administrator” role can activate the Nmbrs® integration feature for the portal or for all administrations within a domain.

Access to Nmbrs®  link settings

To access:

• in the top-right corner of the accountant portal, click on the Settings icon
• then, in the now-opened screen, click on Nmbrs settings.

Portal Nmbrs settings

AVAILABLE USER ACTIONS

From this screen, a user can:

• configure the Nmbrs® link
  • retrieve user name and API token
  • enter the Nmbrs® link settings
• change the Nmbrs® link
• disconnect the Nmbrs® link.
  
  

Configure Nmbrs® link

Once the Nmbrs® link has been configured, the portal administrator will automatically be assigned a task (error notification) if there are issues with the automatic import of payroll documents.

Retrieve API token from Nmbrs®

To retrieve the API token:

• go to the user profile in Nmbrs® by clicking on the name used to log into Nmbrs® in the upper right corner
  
  
  
• open the API Token tab.
  The username (the email address used to log into the Nmbrs® environment) and API token listed in the now-opened Nmbrs® screen must be entered in Yuki.
  
  

Enter Nmbrs® link settings

To configure the Nmbrs® link, you must enter the Nmbrs® access codes and the import settings for the payroll documents.

To configure the Nmbrs® link settngs:

• click on the Connect to Nmbrs button
  
  The following screen is opened:
  
  
  You can enter the following settings for the Nmbrs® link.
  
  Username (required)
  Enter the Nmbrs® username here.
  
  API token (required)
  Enter the API token of Nmbrs® here.
  
  Import preferences / Automatic import of payroll documents
  The automatic import of payroll documents is activated 'by default'. All settings are automatically adopted in your managed domains and administrations with an active payroll contract:
  - Automatically import all payroll documents
  - Import pay slips automatically
  - Import payroll journals automatically
  - Import payroll tax assessments automatically.
  
  Days on which documents are imported
  
  First day (required)
  First day of current month from when payroll documents are automatically imported.
  
  Last day (required)
  Last day of current month on which payroll documents are automatically imported.
  
  
  

• after entering the access codes and the import preferences of the payroll documents, click on the Connect button.

The Nmbrs® link has now been configured in the portal.

At the bottom of this screen, a list of all domains containing an administration with an active payroll contract is shown.

Different Nmbrs® settings for domain and/or administration

To configure different Nmbrs® settings (credentials and/or automatic import of payroll documents) for a domain and/or administration, click on the icon next to the domain name.

Change the Nmbrs® link

To change the sNmbrs® link settings:

• click on the Edit button
  
  The following screen is opened:
  
  
  
• if required, change the settings
• click on the Save button to save the changed settings.
  
  

Disconnect Nmbrs® link

To disconnect the Nmbrs® link:

• click on the Disconnect button
  
  The following screen is opened:
  
  
  
• click on the Disconnect button to actually deactivate the Nmbrs® link.