Property Valuation -Removing Valuation amount

Jesse Griggs

• 09 May 2025 05:54

 

I need to delete the valuation circled but it won't let me.

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  Christopher Banks

  • 09 May 2025 06:19

  Hi Jesse,

  This is due to the valuation being set to an entity-level price. Meaning it was processed in the Investment Security List screen and the Entity level custom price toggle was enabled.

  You will need to delete this through the Investment Security List screen. Head to Investments > Investment Security List or if you have the new toolbar enabled, to Period end > Investment Security List.

  Find the investment in the list and click on it.
  

  In the pop-up, click on security prices, then enable Entity Level Price.
  

  Then click the cross to delete the valuation.

  

  I hope the above answers your post and if there are any further questions please reply to let me know so I may assist further.

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