RecMan has an API integration with Xledger for an easy and efficient transfer of salary basis.
Create an API key in Xledger
- Once logged in as an administrator in Xledger, go to Administration in the main menu.
- Select Access Control.
- Select GraphQL.
- Press API tokens and then the green Generate new token button.
- Give the API key a name, e.g., RecMan.
- Choose Select all on Read and Write.
- Then press Generate token to get the API key. Copy this key to take with you to RecMan. See steps further down here.
Activate Xledger API integration and add the API key to RecMan
In RecMan, go to System Settings → Staffing → Export → Choose department = All and check the Xledger API.
Then go to System Settings → Economy → Select the department to which you want to create the integration. Scroll down and add the API key from Xledger, and press Save. Afterward, choose whether you want to export Order (whether you will invoice from Xledger) or Invoice (whether you will invoice from RecMan and only use Xledger for bookkeeping).
Set products in RecMan
To get a correct transfer to Xledger, you need to set up products in RecMan so that they correspond to the setup that applies in Xledger.
Go to the Products in the Economy module.
It is important to enter the correct Credit and Debit account and VAT code.
VAT codes (Standard)
| Description | VAT code | VAT rate % |
|---|---|---|
| The amount is with VAT | 2 | 25% |
| The amount is without VAT | 2 (2N - Enter VAT code 2, then RecMan adds "N" automatically when export is completed. It is important that the VAT rate is set to 0 in RecMan) | 0% |
| For use where VAT is exempt. | 20 | 0% |
| Used against foreign customers | 27 | 0% |
| Outside tax area | 29 | 0% |
| For medium rate | 21 | 15% |
| Too low rate | 22 | 12% |
Set the wage type
It is important that the pay items used in RecMan are set with the correct pay type that matches the pay type that applies in Xledger. Go to System Settings → Staffing in RecMan and update Payroll Articles, Absence Articles and Supplements / Deductions.
Export payroll from RecMan to Xledger
To export one or more payrolls to Xledger, go to Paychecks in RecMan.
- Mark the desired paycheck.
- Tap the Xledger API for direct transfer. You will now receive a confirmation or error message describing what may need to be adjusted.
What is being exported?
Salary lines
- Absence items
- Supplements and deductions
- Wage type
- Number
- Value
Employee info
- Name
- Telephone no
- Employee no
- Person no
- Address
- Social security number abroad
- D-number
- Bank account
- Bank account abroad
- IBAN
- BIC/SWIFT