Undo the Import of Credit Card Charges

You can undo the import of credit card charges that you imported into Vision in error.

Undoing the import removes imported charge card records from Vision. You undo credit card charges by batch, which removes all the charges that were imported in one import session.

If an imported credit card charge has already been selected by an employee on an expense report and you undo the batch in which the charge was imported, the charge remains on the expense report. The charge will show on the credit card reconciliation without an associated imported record.

To undo the import of credit card charges, complete the following steps:

1. On the Vision Navigation menu, click Accounting > Credit Cards > Credit Card Reconciliation.
2. On the toolbar of the Credit Card Statement Reconciliation form, click Import > Import Charges History.
3. In the grid on the Import Charges History dialog box, select one or more rows for the import batch that you want to undo.
4. On the grid toolbar, click Undo Import.
5. On the dialog box that asks you to confirm, click Yes to continue. You are returned to the Import Charges History dialog box, with the imported batch removed from the grid. The credit card charges are also removed from the Charges tab on the Credit Card Statement Reconciliation form and from the Credit Card pane on expense reports in Time & Expense.