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deduction expense csv?

Author Dylan Wong@Microkeeper
Category
Last Modified 08/04/2025

Deductions and Expenses CSV Import Guide


Deductions and Expenses can be imported via CSV through the "CSV Transfer" button in the Deductions and Expenses Rules section.

Prepare your CSV file formatted with columns in the exact order mentioned below:

Variable nameDescriptionRequiredAccepted FormatsExample
NRIDThe ID of the existing rule if you want to update itFALSENumerical123
negtypeThe type of rule:
  • "deduction" for post-tax deductions
  • "expense" for pre-tax expenses
TRUE"deduction" or "expense"expense
nameThe name of the rule that will appear on payslipsTRUE?joel?
<csv>
String
(Max Length: 40 characters)
(Acceptable Characters: Alphanumerical and special characters: ~!@#$^*()-_[]|:.>/ )
</csv>

<ui>
String
(Max Length: 40 characters)
(Acceptable Characters: Alphanumerical and special characters: ~!@#^*()-_[]|:.>)
</ui>
Sal Sac John Smith
eusernameWho the rule applies to:
  • "ALL" for all employees
  • Specific employee usernames
  • Group IDs (prefixed with @)
TRUE"ALL", username, or @groupIDALL or john_smith or @123
valueThe dollar amount or percentage value.

For percentage-based rules, enter the value as a decimal (e.g., 3.75 for 3.75%)

TRUE?joel?

<csv>
Integer
(max value: 99999999.999)
(max length: 12)
</csv>

<ui>
Integer
(max value: 99999999)
(max length: 8)
</ui>
200.000 or 3.750
overtimeThe classification of the rule:
  • "" (blank) - Standard deductions/expenses
  • "SUPER" - Superannuation related
  • "FEES" - Union fees, subscriptions
  • "GIVE" - Workplace giving/charity
  • "FRINGE" - Fringe benefit (exempt)
  • "FRING2" - Fringe benefit (taxable)
  • "CS1" - Child Support (PEA)
  • "CS2" - Child Support (72A)
TRUE"", "SUPER", "FEES", "GIVE", "FRINGE", "FRING2", "CS1", "CS2"SUPER
fixedWhether the value is fixed or percentage:
  • "0" - Fixed amount
  • "1" - Percentage of all payments
  • "2" - Percentage of gross taxable
  • "3" - Percentage of after tax
  • "4" - Percentage of all payments less super
TRUE"0", "1", "2", "3", "4"0
BDIDThe bank account ID for automatic payments:
  • "0" - No bank account
  • Specific bank account ID
FALSE"0" or bank account ID0 or 2602


Example CSV Format

NRIDnegtypenameeusernamevalueovertimefixedBDID

expenseSal Sac John SmithALL200.000SUPER00

deductionUnion FeesALL20.000FEES00

deductionChild SupportALL3.750CS112602


Uploading the CSV File

  1. Navigate to Menu > Settings > Payroll Rules > Deduction Rules
  2. Click the "CSV Transfer" button
  3. Select "Import CSV"
  4. Choose your prepared CSV file

You will see a confirmation message indicating the number of rules that were successfully imported or updated.


Important Notes

  • When updating existing rules, include the NRID in your CSV file
  • For new rules, leave the NRID column blank
  • Bank account IDs can be found in the Bank Settings section
  • Employee usernames and group IDs can be found in the respective sections
  • Expenses are pre-tax while deductions are post-tax
B