> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Setting a Reserve > Set a new remaining reserve for an event Set a reserve when the amount still expected to move for one Loss/Recovery Invoice Type changes on an event. The amount you enter becomes the **new remaining reserve**. It replaces the current balance; it is not added to or subtracted from it. See [Reserves](/financials/reserves) for the reserve identity, expected direction, and payment-driven changes. This guide covers the event-level task. ## Before You Set the Reserve Open the event whose estimate you need to change, then select **Financials**. In the Overview Report, confirm: * the event in the page header is the intended event; * the row is the intended Invoice Type; * the row has a reserve edit control, which means it is a Loss/Recovery type; and * the current **Reserves**, **Paid**, and **Total** values are the position you expect to update. Operating types do not carry reserves. If a Loss/Recovery row has no edit control, your role may not have permission to update financial activity. Financials Overview for UGR 01 Reserve Setting Claim showing the Indemnity row with $37,500 in Reserves, $12,500 Paid, a $50,000 Total, and the reserve edit control. ## Enter the New Remaining Reserve Select the reserve edit control at the right of the Loss/Recovery row. The dialog title names the Invoice Type and whether its configured direction is **Loss** or **Recovery**. Check **Current Reserves**, **Current Paid**, and **Current Expected Total** at the top of the dialog. These values are scoped to this Invoice Type on this event. In **New Loss Reserves** or **New Recovery Reserves**, enter a positive amount or zero. Enter the full amount still expected to move, not the adjustment from the current reserve. Keep today's default date or choose an earlier effective date. A future date is not allowed. An earlier date displays a warning so you can confirm that the retroactive update is intentional. Read **New Expected Total** before saving. It shows the entered reserve plus the amount already paid, with Loss or Recovery direction made explicit. Completed Set Indemnity Reserve (Loss) dialog with Current Reserves of $37,500, Current Paid of $12,500, New Loss Reserves entered as $45,000, reserve date 07/30/2026, a $57,500 expected-total equation, prior reserve history, and an enabled Record reserve update button. Entering `0` clears the amount still expected to move, but it still records a normal reserve update and preserves the update trail. Do not use **Reset History** for an ordinary estimate change. Resetting establishes a new history horizon and cannot be undone; see [Resetting Reserve History](/financials/guides/resetting-reserve-history). ## Record and Verify the Update Select **Record reserve update**. After the success message appears, the dialog closes and the Overview Report refreshes. Verify both the resulting balance and its audit entry: 1. In the Overview Report, confirm **Reserves** equals the remaining amount you entered. 2. Confirm **Total** equals the new reserve plus **Paid**. 3. Select **Reserve Updates** below the Overview Report. 4. Find the newest row for the Invoice Type and confirm its **Reserve Date**, resulting **Reserve**, signed **Adj**, **Recorded By**, and **Recorded** timestamp. Financials Overview and Reserve Updates tab for UGR 01 Reserve Setting Claim after the update: Indemnity has $45,000 Reserves, $12,500 Paid, and a $57,500 Total; the newest row is dated Jul 30, 2026 with a $45,000 reserve, +$7,500 adjustment, recorder Dani Glasgow, and Jul 30, 2026, 2:43 PM recorded time. For example, if Paid is \$12,500 and the current reserve is \$37,500, entering \$45,000 produces a \$57,500 expected total. The history row's adjustment is \$7,500 because the new absolute balance is \$7,500 higher than the previous reserve. Reserve updates cannot be edited. If the estimate is wrong, open the editor again and record the correct remaining balance. Use a history reset only when the accumulated history itself must be cleared.