This article references the New Bank Activity Experience which was enabled for all customers in October 2025.
Learn more about the Bank Activity update.
Bank Activity Uploads can be undone from the Bank activity page. Undoing a bank activity upload removes the bank activity associated with the selected file upload.
Security
Users must have the following permission to undo a bank activity upload:
Banking → Bank Activity → Process Bank Activity
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Undo Bank Activity Upload
To undo a bank activity upload, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Select Bank Activity.
2) Click the Retrieve Activity dropdown, then select Undo Bank Activity Upload.
3) Select the bank activity file upload to be undone.
The system shows the last three file uploads that can be undone.
To view older file uploads, select show older file uploads.
4) Click Undo.
