Credit Memo Personal Discretionary Income (PDI) section mapping to PFS
The **Personal Discretionary Income (PDI) **in the Credit Memo (CM) takes information from the **Personal Financial Statement (PFS) > Personal Cash Flow** tab in Ventures and sums the amounts into the respective CM income and expense rows. Below are tables of what rows in your PFS are apart of the amounts in the CM ro…
Creating PFS from Historical data (pre June 1, 2019)
On June 1, 2019 Ventures deployed interface enhancements to facilitate the creation of Global Cashflow. On June 19, 2019 Ventures surfaced a tab within the loan menu's for Entities > Contacts labeled **Historical Cashflow & Finances** for lenders to determine which data to base the Personal Financial Statement record …
