Remove or Update a Document
Manage the documents your Owners can view.
Rohan
Last Update vor 6 Monaten
Mistakes happen!
No problem.
Inosio makes it easy to update your owners documents if you (or the owner) find an error on a ledger or an invoice.
1. Navigate to the Owner's documents.
2. Locate the document you want to update.
3. Select 'Delete' to remove it.
4. If needed upload the new/corrected document.
Integrated with Inosio?
If your software is integrated with Inosio, then it is likely that re-generating an Owner statement for the exact period that is already in Inosio will auto-override the document. Clarify with support for your specific integration.
Same for the ledger view. Make the change in your software and sync it with Inosio.
Voila! Update made, no extra effort.