This article guides clients through the process of mass uploading expenses and receipts for their workers
In this Article
How to mass upload expenses
✅ Step 1 – Select Mass Upload
The mass upload adjustments box will be visible on your home page
✅ Step 2 – Select the Contract type you want to Adjust
Fill in the adjustment details like type, category, and description.
✅ Step 3 – Download the csv file template
You can download a Mass Adjustments template or a Sample csv file.
Please use the exact same column headers as specified in the template for a successful upload.
You can use Google sheets to fill the CSV file.
✅ Step 4 – Upload your filled CSV file
After filling the data you can upload the CSV file to Deel.
Our system will validate the filled data fields and will prompt a message if any error is found.
✅ Step 5 – Bulk Upload Receipts
You can now upload receipts corresponding to the expenses filled in by you.
The system will match the uploaded receipts and will prompt an error, if any.
✅ Step 6 – Review the expenses
Once the expense upload is complete, you can review these adjustments in the Invoice detail section of your workers' profile.
You can also edit or delete the expenses accordingly.
Frequently Asked Questions
[ACCORDION] How can I review the overall expenses and adjustments?
You can check past approved/denied adjustments, review pending ones, and keep track of all records of Global payroll, EOR employees, and Contractor expenses in a single place.
✅ Step 1 – Click on the Expenses tab on the Homepage
✅ Step 2 – Use filters to review expenses
Filter the view to a specific adjustment type, submitted date, approval status, payroll cycle and employee name, etc.
[ACCORDION]Why is my uploaded .CSV file showing an error?
The system does a basic validation to check if the right file has been uploaded, and that the fields/columns, etc are not changed as changing them would break the upload flow.
Additionally using special characters like commas is not accepted in currency updates, to avoid such errors remove any special character in the file.
To avoid errors, you should download the CSV Template provided by Deel when mass uploading expenses and use it without changing its headers.