Change the date of a valuation day

Modified on Thu, 30 Jun, 2022 at 1:24 PM

Click Valuation Events on the main menu on the left

Valuation Events.png

Find the desired valuation day, using the filters if necessary

Choose valuation day.png

Either A. click on the valuation event or B. hover over the icon in the Actions column and select Edit

A.

Choose valuation day.png

B.

Actions.pngEdit.png

If choosing A. then click the Edit Valuation Day button, either at the top of the page or on the widget on the right hand side of the page

Edit valuation day.png

Choose the desired new date in the Valuation Day field at the top of the page and click Save changes at the bottom of the page

Screenshot 2020-03-11 at 14.21.37.pngSave changes.png

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