Deductions Import Details

The Deduction Import Details page provides a review of all rows in an uploaded deduction import file. Both valid and invalid rows appear, making it possible to identify and resolve issues before the import is finalized. This page is intended for payroll and accounting roles responsible for verifying deduction data. It ensures that imported information is accurate, complete, and ready for importing.

From this page, users can perform the following actions:

Updating details for rows with errors
Deleting rows that should not be included
Completing the import once all data is valid

The page appears in the Add Import wizard. After the wizard closes, it is available from the Imports page.

Navigation

Import Details Page

Navigate to the Payroll application
Select Payroll overview
Click the Imports button.
Click on the desired import row.

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Security

The following Permissions are associated with the Review Errors page:

Payroll
- R365 Payroll
  - Payments
    - View Payments
    - Edit Payments

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Deductions Import Details

Buttons & Fields

	Button/Field	Description
1	Import details	Displays the location, date range, and file name for the deduction import.
2	Status bar	The import status icons show the current state of the import process: A green check indicates a successful import. A red exclamation indicates the import requires review.
3	Summary	Opens a summary view of the import details.
4	Complete import	Completes the import process for all valid rows.
5	Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
6	Search	Filters the table for the entered text in the following columns.
7	Smart grid controls	Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Striped Rows - Enables or disables alternating row colors. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers.
8	Import row	Deduction details for a single employee and deduction type. The details of a single row can be edited prior to completing the import.
9	Validity Indicator	Indicates if the row is valid for import. In Review: Green Checkmark - Row does not have errors and will be imported. Red Exclamation Mark - Row has errors and should be fixed or deleted. Rows with errors will not be imported when the import is completed. After Import Completion: Green Checkmark - Row does not have errors and was imported. Red Exclamation Mark - Row has errors and was not imported.

Grid Columns

Column	Inline Editing	Description
Row	No	Row number from the import file.
Employee ID	No	Unique numerical ID for the employee associated with the imported deduction.
Employee Name	Yes	Legal name of the employee associated with the imported deduction.
Deduction	Yes	Type of the deduction being added to the employee’s payment.
Deduction Amount	Yes	Amount of the deduction being imported.