Linking your Arbor MIS contracts to Arbor Finance

The purpose of linking the Arbor MIS contracts and Arbor Finance is for payroll monitoring purposes and to create the codes that will be used to post the payroll.

To link your two systems together go to System > system setup > External Connections

If you don't see this then check the following:-

• Your LA Reports has been set to your authority (system > System setup > Organisational settings
• If you have done this then it may take up to 24 hours to enable this option
• If you have changed your settings and waited for 24 hours then log a call 

If enabled then you will see this screen

Enter the Arbor MIS Admin Username and password into the link and then Sign in.

Once this is complete you will need to approve the Arbor Finance API link in Arbor MIS, ask your Arbor MIS Admin to do this.

When you do your first import via the Budgeting > Payroll Monitoring screen you will be asked to enter the codes associated with each role.

Click Start Import to run the import

When you see the screen to enter the Budget and Analysis codes to post the payroll data enter them into the relevant boxes.

Once complete click Save

Once complete you will see a summary of the import.

If you wish to see the detail of the import go to Budgeting > Forecast > Staff. The total Expense will show the sum of the Salary > NI and Pension

There is a separate article on what to do if the Total Expense is not there or is incorrect.