Connect Nomi with Modulr and Make Payroll Payments with Ease.
Nomi is a cloud accounting software for Accountants and Bookkeepers - learn more at nomi.co.uk.
For more help on how to use the Nomi software visit https://support.nomisma.co.uk/portal/en/kb/nomisma.
Once you’ve set up your access to the Modulr Portal, and to Nomi, you’re ready to set up and make payments from Nomi to approve and send in Modulr.
In this Guide:
- Finding Payroll Payments in Nomi
- Connecting to Modulr
- Making Payments
- Approving Payments
Modulr connects to Nomi during the payment flow, so you'll need to ensure you've
- Posted your pay runs, as you normally would.
- All employees to be paid by Modulr also have the below configured:
- A Name
- Payment Method = Credit Transfer
- A Bank Name
- Valid Sort Code & Account Number
Finding Payroll Payments in Nomi
Once you've set up your employees and processed payroll in Nomi as you usually would:
1. Select Reports from the side menu and then select Direct Payment from the Company Section.
Connecting to Modulr
1. From within the Direct Payment View, select Pay with Modulr.
2. You'll then need to connect your Nomi account with Modulr. Select Continue and then Sign-In to the Modulr Portal.
3. Select Confirm connection to authorise Nomi to make the payments.
Making Payments
Individual Businesses
If you use Modulr to process your own payroll as a single business, you'll only be able to select your own Modulr Customer Account from the Select Customer Dropdown.
1. Select your Customer from the Dropdown and then select Continue.
Payroll Bureau or Multiple Businesses
If you use Modulr to process payroll for multiple businesses, you'll be able to select all the Modulr Customer Accounts linked to your Modulr Account from the Select Customer Dropdown.
1. Select the desired Customer to make these payments against from the Dropdown and then select Continue.
2. Enter a Payment Reference that the Payee will see when they receive the Payment and on their bank statement.
3. Choose which of your Modulr e-money account(s) the Payments should go out from.
4. Select the employee(s) to be sent to Modulr for Payment.
5. Select Continue and review the Payment Summary, before clicking Continue a final time to send the Payment(s) to Modulr for approval.
If the payments are successful you'll see the below success message, you'll then need to go to the Modulr Portal to Approve the Payment(s)
If you see any errors, please contact NOMI support at support@nomi.co.uk
Approving the payments in the Modulr Portal
Sign in to the Modulr Portal (Go to secure.modulrfinance.com) and review the payments in Approvals.
Delegates – select the Customer who's payments need approving from 'Customers' in the side menu. Select 'Approvals' from the customer-specific menu that appears below.