Editing financial report instances

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You can edit any details of a financial report instance, except the settings applied to generate it.

To edit a financial report instance:

1. Do one of the following:
   • Go to Financial accounting. This applies if the default type of accounting is used (Use default type of accounting is selected in Settings > Company).
   • Go to Accounting. This applies if template-based types of accounting are used (Use template based types of accounting is selected in Settings > Company).
2. Under Financial reporting, click Report sets.
3. In the Financial reports workplace, in the top section, select a financial report set that includes the financial report templates applied to generate the financial report instance that you want to edit.
   The financial report templates are listed in the Report templates in set section.
4. In the Report templates in set section, select a financial report template line.

   The financial report instances based on the template are shown in the Report instances section.

5. In the Report instances section, double-click a financial report instance line.
   The Financial report instance window is displayed. It shows the financial report instance data as well as the settings applied to generate the instance and its general details.
6. Edit the data items of the financial report instance or the general details of the instance. To edit a data item, double-click the data item line and enter a new value.
7. Click Save and close.

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