Set up Nmbrs Payroll link for portal

Disclaimer

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

To import pay slips, payroll journal entries, payroll tax assessments and annual statements from Nmbrs Payroll, the portal must be properly configured to establish the link with Nmbrs Payroll. 

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

MPORTANT!

Enable the Payroll connection - Nmbrs Payroll feature for the portal

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

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

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

Access to Nmbrs Payroll 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 Payroll settings.

Portal Nmbrs Payroll settings

AVAILABLE USER ACTIONS

From this screen, a user can:

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

Configure Nmbrs Payroll link

Once the Nmbrs Payroll 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 Payroll

To retrieve the API token:

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

Enter Nmbrs Payroll link settings

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

To configure the Nmbrs Payroll link settngs:

• click on the Connect to Nmbrs Payroll button
  
  The following screen is opened:
  
  
  You can enter the following settings for the Nmbrs Payroll link.
  
  Username (required)
  Enter the Nmbrs Payroll username here.
  
  API token (required)
  Enter the API token of Nmbrs Payroll 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 Payroll 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 Payroll settings for domain and/or administration

To configure different Nmbrs Payroll 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 Payroll link

To change the sNmbrs Payroll 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 Payroll link

To disconnect the Nmbrs Payroll link:

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