VENTURES

SBA Lenders - Updated Form 413 (Personal Financial Statement)

The latest SBA Form 413 is now available to generate! 
 

Credit Memo - Added Simplified Personal Credit Report Option 

Now, there is a "Credit Report" option to the Personal Credit merge field in Web Templates for Credit Memos. This new option has a simplified set of data in case that is all you need. 
 

PAYMENTS

Support for balanced NACHA exports

ACH batch configuration for balanced NACHA exports is now fully supported.  It is used to add a credit transaction for the lender's account to the NACHA export which creates a "balanced file" of debits that equal credits.  If the "Balanced File?" checkbox is enabled, the routing number and account number of the settlement bank account are required for the ACH batch.  The ACH batch export will include a credit transaction for the total of the batch as a deposit for the lenders bank settlement account.  Configuring ACH Batches - Ventures