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. The link with Nmbrs® makes it possible to extract pay slips, payroll journal entries and payroll declarations from Nmbrs® and automatically place them in Yuki.

Yuki partners can notify Yuki that they wish to use the Nmbrs® link. Yuki then processes this in the partner's contract after which the link with Nmbrs® is immediately possible.

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

From this screen, a user with the role 'Portal Administrator' or 'Portal Back office' can:

• activate an Nmbrs link
• change an Nmbrs link
• disconnect an Nmbrs link.

To link Nmbrs® with Yuki, the username and API token must be retrieved and then set up in Yuki.

Retrieve API token from within Nmbrs®

This API token can be retrieved as follows:

• 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.
  
  

Activate Nmbrs® link

To activate the Nmbrs® link in the portal, Nmbrs® access codes and payroll document import settings must be established.

ATTENTION!

It is also possible to save different settings per domain and/or per administration.

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

Then, in the now-opened screen, click on Nmbrs settings.

The following screen is opened:

Click on the Connect to Nmbrs button to capture the settings of the Nmbrs® link. The following screen is opened:

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.

TIPS!

• When importing pay slips from Nmbrs®, an employee is automatically created (with correct employee number, name and address information) in the administration when it appears that the employee number does not yet exist in the relevant administration in Yuki.
• It is possible to import payroll journal entries and pay slips of a 13th month from Nmbrs® while in Yuki the remuneration is set as a regular calendar year (12 months). The relevant pay slips and payroll journal entries are posted on the last day of the year (December 31).

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

The Nmbrs® link is now activated in the portal.

ATTENTION!

Once the Nmbrs® link is activated, the portal administrator is automatically assigned a task (error message) when there are problems with the automatic import of payroll documents.

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

By clicking on the icon after the name of a domain, you can enter different Nmbrs® settings (credentials and/or automatic import of payroll documents) for the domain and/or administration, if desired.

Change the Nmbrs® link

To change the settings of the Nmbrs® link, click on the Edit button.

The following screen is opened:

To save the changed settings, click on the Save button.

Disconnect Nmbrs® link

Click on the Disconnect button to deactivate the link with Nmbrs®. The following screen is opened:

Click on the Disconnect button to actually deactivate the Nmbrs® link.