Reversing Committed Imports

Summary: This article will explain which committed Import Types can be reversed along with any situations or instances that can prevent an import from being reversed.

Reversible Imports

A Committed Import may need to be reversed for any number of reasons: the wrong info was imported, it was the wrong import type, or the import resulted in adverse and unintended changes to your existing data. Certain Import Types can be reversed as long as they fulfill the following criteria:

• The initial import has not been posted for more than 7 days.
• The initial import does not contain any activity posted in a Closed Fiscal Period.

Each of the following Import Types can be reversed as long as the user has the required Reverse Permissions: Note: Each Import Type has its own separate Reverse permission under Settings > Roles, security tab, within the Imports section, that will need to be enabled individually under each of the following Imports for a user to be able to Reverse these Import types. 

• Property and Homeowner
• Charge Balances without History
• Charge Balance
• Homeowner Charge Tags
• Homeowner Transaction History
• Post Charges
• Post Utility Charges

Important: Reversed Imports will be deleted from the owner ledger and the user who reversed the import will populate the Deleted By column.

Reversing an Import

1. Go to the Settings > Imports > Imports tab.
2. Check the Include Committed Imports (Last 90 Days) checkbox.
   
3. Click the Delete button, which will be displayed next to the Download button as long as you have the required Reverse permission and the import isn't violating any of the protection criteria outlined above.
4. Once the import has been reversed, the Status will display as Reversed and you can enable the Reversed Date and Reversed By columns to see who reversed the import and the date it was reversed. Note: These columns will need to be enabled as they are not visible by default.