You're able to view and undo all expenses imported from a card statement file from the Card Transactions section, of the Finance area.
Note:
All imported company card expenses will be grouped by user and can be viewed by clicking on an individual user's name.
You're unable to undo a multi-user file import, but can undo a user's imported expenses on an individual basis.
Undoing a card statement import will not delete any receipts or expenses already created by the user, even if these were matched to the import.
You must ensure the expenses are showing as Unreconciled. You are unable to undo an import for reconciled expenses.
To undo a user's imported expenses, follow the steps below:
1. Go to the Finance area.
2. In the Imports and Exports section, click the Card Transactions subheading.
3. In the Statements tab, by default the system will display all imported card statements completed in the past 2 months. Use the Filter options available to locate the card statement import file you require.
4. Click the three dots icon next to the import you'd like to undo, then select Undo Import from the drop-down.
