All Collections
Valer
Valuation How-to's
How to update my financial information
How to update my financial information

Updating financials | Modify you financial information

Muiread Heffernan avatar
Written by Muiread Heffernan
Updated over a week ago

After running a valuation report, you can come back to the report to "Edit Inputs". You can either upload the updated template back into the report, or edit the financial information within the report on Cyndx.

Updating Financial Information:

  1. Click on 'Valer' and select 'Reports' on the left-hand side of your screen.

  2. Go to your report and select 'Edit Inputs'.

  3. Under the 'Input Financials' section you can edit the financial data within the report

  4. ...or you can upload the updated template back.

Did this answer your question?