Issue
I've made changes to Note #1 of the Notes to the Financial Statements at the business/fund level before. Now that Class has updated Note #1, this update doesn't flow through to my business/fund.
How do I reverse the changes to get the updated Note #1 from Class?
Resolution
If the changes was made at the business level, the reversal needs to be done at the business level. If it was done at the fund level, the reversal needs to be done at the fund level.
Navigate to the Business level > Reports > Reporting defaults
- Search for Notes to the Financial Statements
- Click on Edit Note Contents button to Note #1 parameter
- Click on Clear at the bottom right
- Click on OK
- Click on Save at the top left (this step only requires if you are making the changes at the business level)
The above steps will reverse the manual changes made to the Note #1 so that you can now generate the Notes to the Financial Statements with the updated Note #1 from Class.
If the reversal needs to be done for a particular fund, navigate to Fund level > Reports > Run Reports and complete the above steps.
If you once again want to customise Note #1, please refer to the steps in this article How to adjust Note #1 in the Financial Statements.