Undo the Import of Bank Transactions

If you import a bank transaction in error, you can undo the import.

Undoing the import removes imported bank records from the database. You undo imported bank records in batches similar to those that you used to load them. Undoing an import removes the records from the Import tab. Any records associated with the removed records become "uncleared" on the Receipts tab or Payments tab.

To undo the import of bank transactions:

1. In the Navigation pane, select Cash Management > Bank Reconciliation.
2. On the Bank Reconciliation form, select an existing bank reconciliation record.
3. Click Other Actions > Import History.
4. In the grid on the Import History dialog box, hover over an import batch row entry that you want to undo and click Undo Import .
5. On the confirmation dialog box, click Yes to continue.
   Vantagepoint removes the import batch row entry from the grid. All related bank records from the import batch are also removed from the Import tab of the Bank Reconciliation form.