Removing uploaded charges from a report that automatically pulls from account

JuliaCLev

Hi!

I am a new Expensify user and am working on a report that automatically pulls charges from the bank account. I did not know this and uploaded the same charges before Expensify itself pulled these charges. This resulted in some charges being doubled.

Is there a way for me to remove these uploaded charges so that they only charges in the report are those that Expensify pulled from the bank?

Thank you!

John Schuster

Hey there, @JuliaCLev! Welcome to Expensify and the Community! It's great to have you here.

Hm, it sounds like you might be referring to importing credit card transactions into Expensify – do I have that right? If I do, I think your best bet is going to be to import your credit card into Expensify, and pull reports from Expensify.

I highly recommend taking a quick look at this article, as it frames up how credit card import works, and what options are available to you.

Of course, we're happy to help answer any additional questions you have!

JuliaCLev

Hi! Thank you for getting back.

Is it possible to remove uploaded charges in a report? Charges were doubled in my report because I both uploaded and the charges came through automatically.

Jeremy Boniface

If the report is Open, you should be able to click the red X next to the expenses to remove them from the report. If you're having any trouble with this, I'd recommend reaching out to [email protected] for additional assistance!

JuliaCLev

Do you know if it is possible to revert a report back to its beginning original stage?

Sonia Liapounova

@JuliaCLev While there is no "revert" button you can return a report to a previous state (open, processing, approved, closed, reimbursed) by either clicking "Undo Submit" at the top of the report or reaching out to your admin with a request to have it rejected back to you.

If you're referring to the expenses on the report, you can revert the report by moving undesired expenses off of the report. You can do this by clicking the red X next to an expense or by clicking on the expense and editing the selected report in the Report drop down.

I hope this helps!

JuliaCLev

Thank you,

is there a way to recover deleted charges?

JuliaCLev

Also,

Is there a way to start all over again on a report thats charges come directly from the bank? Would I have to delete the report and then ask the bank to resubmit the charges?

How does this work?

Cortney Ofstad

Hi @JuliaCLev! For this, I would recommend reaching out [email protected] directly. This will allow our team the ability to check your specific settings and provide you with appropriate next steps.

If you have any other questions or need anything else, please let me know!