Manage Import or Reconcile Session
Overview
This tool allows you to reverse an entire Import Carrier Statement or Reconcile Carrier Statement session.
🛠️ What Happens During a Reversal?
- Payments: All successfully posted payments from that session are deleted.
- Errors: All unresolved errors in the ICS Error list for that session are removed.
- Data Integrity: Policy history is updated to reflect the removal of these payments.
💡 Best Practices
- ✅ Correction Tool: Use this if you imported a file with the wrong date or for the wrong carrier.
- ✅ Check Before Deleting: Verify the timestamp and carrier name carefully to ensure you aren't deleting a session that has already been reconciled with your bank.