How to update an investment report

How to update an Investment report

If an Investor contacts you regarding the incorrect purchase or valuation data, please note that these reports are live, and you can update the information on your side, to provide your client with an updated report:

To update purchase / valuation data:

•          Navigate to the applicable asset
•          Delete the investment report
•          Edit the purchase/valuation data
•          Regenerate the investment reportEnsuring that the report is based on the same period as the previous report, to ensure the Net Operating Income component remains constant.

Accounting for cashflows outside of the WeconnectU environment:

•          Investors can add additional income and expenses earned or settled outside of the WeconnectU environment. This is to ensure all property-related cashflows can be accurately accounted for, resulting in an accurate Net Operating Income figure.