💡Note this functionality is only available in beta release. More info will follow
💡Payroll is only available to the Owner & Accountant role.
1. Introduction
Finstack now supports Nmbrs as a data source. Sync your payroll data directly from Nmbrs to streamline workforce reporting and analysis. We integrate Nmbrs through their REST API. For the wage components, we offer two options:
Pay slip parsing: this step requires no additional configuration, however has a limited view on the wage components
Nmbrs SOAP API: this step will require to set up a token in Nmbrs. This will provide a more complete overview of the wage components
2. Step-by-Step Guide
Navigate to Setup → Sources
Go to the Payroll tab
Select "Add connection"
Accept Terms & Conditions
Sign In & Grant Permissions
Log in with your Nmbrs account
Authorize Finstack to access the Nmbrs data. Make sure to use the unfold on the right hand side to select the right Profile.
Select wage components method
Choose between PDF parsing (default) or SOAP API token.
For the SOAP API token option you need to create an API token in Nmbrs. You can find instructions here. Make sure to use the same email address for the token as you have used to setup the connection. The permissions required are:
CompanyService.List_GetAll
EmployeeService.PersonalInfo_GetAll_AllEmployeesByCompany
CompanyService.Run_GetList
ReportService.Reports_GetPayslipByRunCompany_v2_Background
ReportService.Reports_BackgroundTask_Result
DebtorService.Environment_Get
That’s it! If you need help, contact Finstack Support.
💡Note the first import might take a while to complete.
3. Explore your payroll data
You are now ready to inspect your payroll data. Find it in Finance > Payroll.
