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Payroll

Connecting to your payroll software

Updated over 2 weeks ago

💡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:

  1. Pay slip parsing: this step requires no additional configuration, however has a limited view on the wage components

  2. 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

  1. Navigate to Setup → Sources

    1. Go to the Payroll tab

    2. Select "Add connection"

  2. Accept Terms & Conditions

  3. Sign In & Grant Permissions

    1. Log in with your Nmbrs account

    2. Authorize Finstack to access the Nmbrs data. Make sure to use the unfold on the right hand side to select the right Profile.

  4. Select wage components method

    1. Choose between PDF parsing (default) or SOAP API token.

      1. 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
        CompanyService.Run_GetList
        EmployeeService.PersonalInfo_GetAll_AllEmployeesByCompany
        ReportService.Reports_GetPayslipByRunCompany_v2_Background
        ReportService.Reports_BackgroundTask_Result
        ReportService.Reports_Accountant_Company_CompanyWageComponentsPerPeriod_Background
        DebtorService.Environment_Get

  5. Map wage components to GLAs

    1. To make sure the Payroll overview reconciles with your PL and BS, we need to map all wage components in Nmbrs to GLAs from the ERP.

    2. Navigate to Setup > Admin > Payroll

    3. For every wage component on the left, assign the correct Statement and Account on the right hand side. You can also hide a wage component (for example for totals). When a wage component is applied to both the PL and BS, duplicate the row under Actions.

    4. Do not forget to press Save changes below.

  6. 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

  1. You are now ready to inspect your payroll data. Find it in Finance > Payroll.

  2. Expand the column Company costs to see the breakdown per month

  3. Find an export option top right. Use the data table format to be able to create pivot tables to perform deeper analyses.

4. Troubleshooting

When you are experiencing issues with the Nmbrs page, you can always reach out to support@finstack.io.

Common issues are:

  1. The connection is not set up correctly

    1. The connection will not be "Active" in Setup > Sources > Payroll. This is usually a matter of Reconnecting, or checking the permissions in Nmbrs.

  2. Not all wage component are shown in drill-down

    1. This is likely because only the REST API is used. When enabling the SOAP API as well, more data will be ingested. See instructions above in section 2.4.

  3. Values are not showing at all, while connection is active

    1. This is likely because the wage component mapping is incomplete. Find this in Admin > Setup > Payroll. See instructions above in section 2.5. When the mapping is a lot of work, send the export from Nmbrs to support@finstack.io and we will help you configure it.

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