How to Reverse an Import

If you imported the wrong file, mapped something incorrectly, or simply need to redo an import, you can reverse the whole batch. Reversing voids every journal entry that the import posted, while keeping the originals in your history for audit purposes.

What reversing does

• It voids all journal entries in that import batch. The original entries stay in history (they are not deleted), so your audit trail is preserved.
• Any fiscal periods that the import locked are re-opened automatically so the reversal can be applied.
• It does not remove any GL accounts, vendors, or unit billing accounts that the import created automatically. Those stay in place for future use; if you no longer want them, remove or deactivate them separately.
• This cannot be undone. To bring the data back in, you start a new import.

How to reverse a committed import

1. Go to the Accounting page, click Accounting Settings, and open the Import History tab.
2. Find the batch you want to undo in the Import Batches list. The Reverse action is only available on batches with a Committed status.
3. Open the row's actions menu and click Reverse.

4. A confirmation dialog appears, summarizing the batch (its ID, date, and entry count) and warning that all entries will be voided and locked periods re-opened.
5. Type a reason for reversal. This is required and must be at least 10 characters. The reason is recorded in the audit log and shown on the batch.

6. Click Reverse batch. (The button stays disabled until your reason reaches 10 characters.)
7. The reversal runs in the background. The batch status moves to Resolving and then to Reversed.

Reversing a failed import

If an import ends in a Failed status, no journal entries were posted, so there is nothing to reverse. Open the batch to read the failure reason, then either retry it or discard it and start over.

After reversing

Once a batch is reversed, the Start an import button is enabled again, so you can upload a corrected file and run a fresh import.