Editing a financial document

3 minute read

In Found, once a financial document has been generated—but before it has been exported and entered a "Locked" state—you can make several types of edits. This flexibility allows you to add new charges, modify document details, or correct any errors prior to issuing and exporting the document.

Adding additional items

You can manually add new items to financial documents as long as the document has not yet been exported and locked. This is useful when certain charges weren't originally scheduled but still need to be invoiced.

Items that can be added:

• Billable Extras
• Adjustments
• One-to-One Care

To add an item:

1. Open the financial document.
2. Click the Add button located at the top of the Items table.
3. Select the type of item you'd like to add.
4. Follow the on-screen instructions to complete the addition.

Removing items

To remove an item that has already been added:

1. Locate the item within the Items table.
2. Click the Remove button next to the corresponding item.

Once removed, the item’s status will update to Incomplete or Outstanding, depending on the item type.

Editing document details

Certain key data points can be edited within a financial document while it remains in an editable state. These include:

• Status
• Stage
• Issue Date
• Payment Method
• Due Date
• Payment Collection Date

To make edits:

1. Click Edit Details at the top of the document.
2. Make the necessary changes.
3. Click Save Changes to apply your edits.

Viewing the history log

Every change made to a financial document is automatically recorded in the History tab. This includes:

• The user who made the change
• The date the change was made
• The time the change was made

This provides a complete audit trail for transparency and record-keeping.