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Manage Import or Reconcile Session

The Manage Import or Reconcile Session tool reverses an entire Import Carrier Statement or Reconcile Carrier Statement session. It removes all posted payments and clears all unresolved errors associated with that session in a single operation.

💡 Why Use This

Use this tool when:

  • You imported the wrong file — A statement was uploaded for the wrong carrier or the wrong date range.
  • A file had bad data — The source file had incorrect amounts, dates, or formatting that caused widespread errors.
  • You need to start an import over — Rather than deleting payments one by one, reverse the entire session and re-import the corrected file.

🗺️ How to Access

Navigate to the Manage Import or Reconcile Session option from the main menu or from within the import workflow after completing a session.

What Happens During a Reversal

  • Payments — All successfully posted payments from that session are deleted from Payment History.
  • Errors — All unresolved errors in the ICSE screen for that session are removed.
  • Policy History — Billing months that were closed by the session return to Open status.

Manage Import or Reconcile Session

Verify Before Reversing

Confirm the carrier name and timestamp carefully before proceeding. Reversing removes all payment data from that session immediately and cannot be undone automatically — payments must be re-imported or re-entered manually.

Step-by-Step: Reversing a Session

  1. Open Manage Import or Reconcile Session.
  2. Locate the session by carrier name and timestamp.
  3. Select the session you want to reverse.
  4. Confirm the reversal when prompted.
  5. Re-import the corrected file if needed.

🔧 Troubleshooting

I reversed the wrong session. Payments removed during a reversal must be re-imported or re-entered manually. Re-run the original import with the correct file, or use the Receive Payment Button to re-enter individual payments.

The session I want to reverse is not in the list. Sessions that were already reversed no longer appear in the list. If the session processed correctly and you need to remove specific payments, delete them individually from Payment History.

After reversing, some billing months still show as Closed. If a billing month had payments from multiple sessions, reversing one session will not reopen it — the other session's payments still exist. Review Payment History to confirm all payments for that month have been removed.

Need help? Contact support@commission-tracker.com