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Home > Release Notes > Release Notes - 2022-03-02
Release Notes - 2022-03-02
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March 2, 2022

Announcements


 

Ventures Knowledgebase:

Did you know that Ventures has a Knowledge Base platform where you have access to helpful Articles, Videos, and even Submit a Support Ticket? 

  • Access the Ventures Knowledge Base widget located on the lower section of Ventures: Stay Connected section or bookmark https://ventures.happyfox.com/home/
  • Have new employees?  Need a refresher?  Access the unedited Ventures Foundational series recorded videos located within the Knowledge Base platform or HERE.

 

New Contact Support Widget:

  • The Contact Support buttons that are visible on the upper right section and lower section of Ventures will now route you to Submit a Ticket via the Ventures Knowledge Base platform.
     

 

New Enhancement to Address fields:

  • The Address fields throughout Ventures have been enhanced in an effort to assist you with your data input.  Addresses are now validating using Google Address Autocomplete. To further ensure that there are no issues in submitting to SBA, we also format to the USPS standard. If an address is not found please validate the address by visiting the  USPS Zip Lookup tool and update your address in Ventures accordingly.
    • View the video demonstrating the enhancement HERE

 

4506 Form line 5a:

  • The completion of line 5a is only required for lenders who do not use a 3rd party vendor and submit their transcript request directly to the IRS.  This allows the IRS to know who to mail the transcripts back to.
  • Lender Action: Only if you submit transcript requests directly to the IRS and do not use a 3rd party vendor:
    • Administration > Default Organization > Document Settings tab > Form 4506-C Section
    • Enter the Address you’d like to appear on line 5a and Save
    • Generate form 4506 and line 5a will auto populate based on the data input within Administration

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