Users and User Accounts
Looking for a specific section? Use the table of contents below to jump straight to it! * Adding a User * Marking a User as Inactive The users menu will contain a list of all the users in your system. It will tell you at the top of the screen how many active users you have, and how many available user spots you ha…
Adding Insurance Types
Users with administration privileges can maintain the list of Insurance types for your Ventures site. The Insurance Types will appear within a Funded loan record in Tracking > Insurance > Insurance Types drop down options. From Ventures: * Click on the cog/gear wheel icon to access the Administration menu. * Fro…
Creating/Adding Purpose Type
The Purpose Type is located on the Overview page of the loan on the General tab. In order to add Project Types you must have Site Administrator Permissions. * Click the cog/gear wheel icon to access the Administration Menu (upper right corner) * From the left side menu click Reference. A submenu will appear. …
Payments Administration FAQs
Q: How do I add a new batch type? How do I set up batch types? A: We have an article covering how to add a batch and set up batch types. Please click here to access it. Q: How do I add Other Fee Types? A: A user with Administration credentials should click on the cog/gear wheel icon to access the Administra…
New Loan Type: Setting up Payments Settings in Administration
If you are adding a new Loan Type and you will be using the Payments module to process payments, you will need to set up the Payment Settings within Administration. 1. Click on the cog/gear wheel in the menu at the top of the screen to access the Administration menu. 2. Click on Reference in the menu on the lef…
Customizing Project Costs
Site Administrators can customize the drop-down options available within the Financing > Project Costs tab for the various loan types they may have within their organization. To customize: * Click on Administration. * Click on Reference . * Click on Loan. * Click on Cost Types. * Click on the green …
Reports Visibility Permission Setting
Do you have a report that was set to be visible only to the Report Owner and is the Report Owner no longer an active user? Good news! Ventures has a setting to help locate the report. You will need to have Site Admin permissions in order to enable the following permission setting. To Change the visibility of th…
Administration Webinar
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…
Foundational Webinar Series Hub Page
This hub page will guide you to recordings of our previous webinars covering a variety of topics. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. * Administration * Main Menu and Loan Menu * Loan Analysis Menus * ETRAN Submissions (7A and 504) …
