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Can I Edit or Delete a Valuation and its General Information?
Can I Edit or Delete a Valuation and its General Information?

edit valuation, delete valuation, change valuation information, change valuation name

Updated over a week ago

To delete or edit the basics for a created Valuation, select the valuation from your projects by accessing your previous Valuations from the navigation bar on the left side of the page.

Any newly loaded Valuation will take you to the Valuations tab. On the top-left of the page, click the "Valuation Settings Tab".

Here, you can do the following -

  1. Change the company's name - Simply type a new name for the Company in the name field. You can change the company's name entirely, or fix a spelling error.

  2. Change the Location of HeadOffice - Simply type the new Country for the Company in the field.

  3. Change the Industry - You can either click in the field and start typing or click the Green Button to browse through the options provided.

  4. Change or Remove the Valuation Date - You can either Remove or update the Valuation Date

  5. Change the Scaling Symbol - Here you can choose between Thousands, Millions, Billions, etc.

  6. Add/ Remove a Description - You can add, edit, or remove the Description of the Company

  7. Below this information, you can see a list of actions previously taken on this

    Valuation in the Audit Screen.

  8. Delete the company - Click the red "Delete" button. This will launch a pop-up asking for confirmation. Click "Delete Company" to remove it from your Valuations, or "Cancel" to close the pop-up window.

At this time you cannot change the Currency.

Here is a video for your reference -

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