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How can Deduction or Expense Rules be imported via CSV?

Author Joel Davis@Microkeeper
Category Payroll
Last Modified 23/04/2025

Deductions and Expenses can be imported via CSV.

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

Variable name
Description
Required
Accepted Formats
Example
NRID
The ID of the existing rule if updating
FALSE
Numerical
123
negtype
The type of rule:
  • "deduction" for post-tax deductions
  • "expense" for pre-tax expenses
TRUE
"deduction" or "expense"
expense
name
The name of the rule that will appear on payslips
TRUE
Alphanumerical
Maximum 40 Characters


Sal Sac John Smith
eusername
Who the rule applies to:
  • "ALL" for all employees
  • Specific employee usernames
  • Group IDs (prefixed with @)
TRUE
"ALL", username, or @groupID
john_smith
value
The dollar amount ($10 or percentage value (3.75 for 3.75%)
TRUE
Decimal

200
overtime
The 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
fixed
Whether 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
BDID
The bank account ID for automatic payments:
  • "0" - No bank account
  • Specific bank account ID
FALSE
"0" or bank account ID
0


Example CSV Format

NRID
negtype
name
eusername
value
overtime
fixed
BDID

expense
Sal Sac John Smith
john_smith
200.000
SUPER
0
0

deduction
Union Fees
@1223
20.000
FEES
0
0

deduction
Child Support
ALL
3.750
CS1
1
2602


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 the prepared CSV file


Important Notes

  • When updating existing rules, include the NRID
  • 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
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