Data Extracts

There are a number of data extracts available from within your payroll file which can be exported as both CSV and Excel files.

A short video on this setup can be found here.

To download data extracts from within your payroll file, navigate to the Payroll settings > Data extracts page. Then, select the data type you want to export:

The following sets of data are able to be exported:

Chart of accounts configuration

• For users with multiple sets of location specific accounts, if they need to change a particular account, it can be difficult to find all the places that an account is used.
• The 'Export' feature adds an excel spreadsheet export so that the user can see which accounts are used across the whole Chart of Accounts.

Deduction categories

• Will include all active deduction categories within the business
• The export includes all configuration settings

Employee data

• Template with employee data - pre-populated extract with all the existing employee data included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
• Empty template - blank template with header values only

Employee deductions

• Will include all active employee deductions
• The export includes all configuration settings as found on the specific deduction pay run inclusion page within the employee file. 

Employee expense categories

• Will include all active deduction categories within the business
• The export includes all configuration settings

Employee group members

• All employee groups - lists all employee groups with the employees in each group
• All employee groups (plus employees with no group) - lists all employees groups with the employees in each group and employees that are not currently assigned to any groups

Employee qualifications

• Template with employee data - pre-populated extract with all the existing employee qualifications included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee qualifications included with terminated employees
• Empty template - blank template with header values only

Employee reportable fringe benefits

• You'll need to select the relevant the financial year that relates to the fringe benefits

Employer liability categories

• Will include all active employer liability categories within the business
• The export includes all configuration settings

Journal accounts

• Will include all active journal accounts within the business
• Includes account name/account type

Locations

• Download a complete list of all locations for the business

Opening balances

• Template with employee data - pre-populated extract with all the existing employee data included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
• Empty template - blank template with header values only
• Template with employee data - pre-populated extract with all the existing employee data included

Pay categories

• Download a complete list of all pay category data for the business

Pay rate templates

• Download all pay rate templates for the current business

User access permissions

• Will include all active users within the business
• Includes all configuration settings relating to each user

Next, select the file format:

• CSV - can be opened in excel or any text editor
• Excel - file will be downloaded in a native excel format
• Click the "Download" button to download your data extract

Please reach out to our support team should you have any questions or concerns support@yourpayroll.com.au