While reconciling your accounts, you may come across an account statement that doesn't seem quite right to you, possibly due to Arch categorizing a cash flow in a different manner than you normally do. Now, you have the ability to update the values on that statement directly on the Arch portal!
Steps
Navigate to the Holdings page on the left hand side of the portal
Click on the relevant holding name
Once viewing the holding, click into the 'All Activity' tab
From the activity tab you can see all documents that Arch has processed for this holding. Click on "Details" on the line item for the account statement with the incorrect values
Once you are in the activity, you can adjust any values pulled from the document on the right hand side of the screen
After correcting the values, click save on the bottom of the screen and you are done!
