How to Re-validate a Credit Card Batch?

Question

I got the credit card report that I have few failed credit card transactions because I did not assign the expense types to the MCC. How do I revalidate the data?

Answer

Databasics application automatically re-validates credit card transaction batches for the past 15 days several times a day. The revalidation process checks if any of the warnings/errors have been addressed by an administrator (e.g. missing CC numbers have been assigned to users or the missing MC Codes have been added). If the system finds that the warnings have been addressed the transactions that originally failed to load will get loaded in the system, otherwise the system will keep attempting to re-validate the batches for next 15 days. Any batches older than 15 days or more current batches can also be re-validated manually in case administrators do not wish to wait for the scheduled re-validation to take place.

To revalidate a batch:
1. From the main administrator menu expand Utilities ' Credit Card Batch Utility menu tabs
2. Use "Advanced Search" filters on the right of the screen to search for a specific batch or click refresh button on the bottom of the screen to retrieve all batches
3. Select a batch to revalidate by checking the checkbox on the left of the record
4. Click "Action" drop down menu and select "Revalidate" option from the list.
5. When prompted confirm revalidation and wait until the process is completed successfully.
If any of the records have loaded successfully as a result of re-validation the number of Failed transactions will decrease.