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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page outlines how you can revert the import of a bank statement - 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
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 |
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From Import Receipt from Bank Statement screen
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From Bank Reconciliation screen |
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2. Select statement to revert A list of imported statements will be displayed:
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3. Import status message A message will be displayed to confirm whether or not the statement import has been reversed |
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3a - statement import cannot be reversed
3b - statement import has been reversed
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This page outlines how you can revert the import of a bank statement - 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 |