Reversing Committed Imports

Understanding import reversal helps management companies correct data entry errors and maintain accurate financial records. This article explains which committed import types can be reversed in Vantaca, the criteria that must be met for reversal, and situations that may prevent an import from being reversed. 

Contents

• Reversible Import Types
• Reversal Criteria
• How to Reverse an Import
• Troubleshooting

Reversible Import Types

A committed import may need to be reversed for several reasons, such as importing incorrect information, using the wrong import type, or causing unintended changes to existing data. The following import types can be reversed through the Vantaca interface:

• Admin Billing Charges By Amount
• Admin Billing Charges By Qty
• Charge Balances
• Charge Balances without History
• Homeowner Charge Tags
• Homeowner Credits (Recurring)
• Homeowner Transaction History
• Post Charges
• Post Utility Charges
• Property and Homeowner

Important: Only these import types can be reversed through the Vantaca interface. Reversal applies only to Append and Replace import modes, not Update mode.

Reversal Criteria

An import can be reversed if it meets all of the following criteria:

• The initial import was posted no more than 7 days ago.
• The initial import does not contain activity posted in a closed fiscal period.
• The import type is one of the reversible types listed above.
• You have the required Reverse Role Security for the specific import type.

Note: Each eligible import type has its own separate Reverse permission in Settings > Roles > Security tab > Import section. Reverse permissions must be enabled individually for each import type in order for the Reverse button to appear for eligible imports on the Imports screen.

When reversed, imports are deleted from the owner ledger and the Deleted By column populates with the username of the person who reversed the import.

How to Reverse an Import

To reverse a committed import:

1. Navigate to Settings > Imports > Imports tab.
2. Select Include Committed Imports (Last 90 Days).
   
   
    
3. Click Reverse next to the import you want to reverse.
   Note: The Reverse button appears only if you have the required Reverse permission and the import meets all reversal criteria.
4. After the reversal completes, the Status column displays Reversed.
5. (Optional) Enable the Reversed Date and Reversed By columns to view who reversed the import and when.
   Note: These columns are not visible by default and must be enabled manually. Click the Hamburger menu in any column title, hover over Columns and select the additional columns.

Troubleshooting

Q: I have the Reverse permission and the import meets the criteria, but I don't see the Reverse button. What should I do?

A: Contact Vantaca Support for assistance. There may be additional factors preventing the reversal.

Q: Can I reverse a reversed import?

A: No. After an import has been reversed, it cannot be reversed again through the interface. If you need to undo a reversal, contact Vantaca Support.

Q: I reversed a Property and Homeowner import by mistake. Can I reverse the reversal?

A: No. Property and Homeowner imports require Technical Support to reverse correctly. Contact Vantaca Support if you need to restore a reversed Property and Homeowner import.

Q: Why can't I reverse an import that is older than 7 days?

A: The 7-day limit protects data integrity and ensures that reversals do not impact finalized records or fiscal periods. Contact Vantaca Support if you need to reverse an older import.

Q: What happens to the data when I reverse an import?

A: The import is deleted from the owner ledger, and all changes made by that import are removed. The Deleted By column records who performed the reversal.