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 closed or locked are re-opened automatically so the reversal can be applied. If the import closed off a previous fiscal year for you, reversing also undoes that year-end close: the closing entry is voided and every period it closed is re-opened, so the year is left exactly as it was before the import.
• 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

A failed import does not always mean nothing was posted. An import can fail partway through, after some entries have already reached your ledger.

Open the batch and read what it tells you. It says plainly whether anything reached the ledger:

• Nothing was posted. The import is fully undone already. Retry it, or discard the batch if you no longer need it.
• Some of it is already on the ledger. Your general ledger has changed, so the batch cannot be discarded. Either retry the import to finish what is left, or reverse it to take everything that posted back off the ledger.

The failure email you receive says the same thing, so you do not have to open URBI to find out which situation you are in.

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.