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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines how you can revert the import of a bank statement . This - this is useful when a statement has been imported incorrectly and means that a full bank statement import can be undone without the need to contact Reapit Support.

Being able to reverse a statement import is only possible if all items remain not reconciled or imported as receipts.

For a short video on how to reverse an incorrectly imported bank statement: click here

1. Reverse statement import option

The option to reverse a statement import is available from both the Import Receipts from Bank Statement screen and the Bank Reconciliation screen:

Right-click Import (Statement) and select Reverse statement import

From Import Receipt from Bank Statement screen

From Bank Reconciliation screen

2. Select statement to revert

A list of imported statements will be displayed:

Select the required statement
Click Accept

3. Import status message

A message will be displayed to confirm whether or not the statement import has been reversed

3a: if some statement items have already been reconciled or imported as receipts, then it is not possible to revert the import
3b: where 3a does not apply, the statement will be reverted and a message will be displayed confirming this
Click OK

3a - statement import cannot be reversed

3b - statement import has been reversed

Versions Compared

Old Version 7

New Version 8

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