Undo the Import of Credit Card Charges

You can undo the import of credit card charges that you imported into Vision in error.

Undoing the import removes imported charge card records from Vision. You undo credit card charges by batch, which removes all the charges that were imported in one import session.

If an imported credit card charge has already been selected by an employee on an expense report and you undo the batch in which the charge was imported, the charge remains on the expense report. The charge will show on the credit card reconciliation without an associated imported record.

To undo the import of credit card charges, complete the following steps:

1. On the Vision Navigation menu, click Accounting > Credit Cards > Credit Card Reconciliation.
2. On the toolbar for the Credit Card Statement Reconciliation form, click Import > Import Charges History.
3. In the grid on the Import Charges History dialog box, select the row for the import batch that you want to undo. You can select multiple rows by using the SHIFT or CTRL keys on your keyboard and your mouse.
4. On the grid toolbar, click Undo Import.
5. On the dialog box that asks Are you sure you want to undo the selected imports? click Yes. You are returned to the Import Charges History dialog box where the imported batch has been removed from the grid. The credit card charges are also removed from the Charges tab on the Credit Card Statement Reconciliation form and from the Credit Card pane on expense reports in Time & Expense.