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Showing articles from Administration tag

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 > **Tracking** > **Insurance** > **Insurance Type** drop down options. **_From Ventures:_** 1. Access the **Administration** menu located on the upper…

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 the repo…

Payments+ Administration FAQs

## Q: How do I add a new batch type? How do I set up batch types? A: User with Administration credentials will go to Administration > Reference > Payments > ACH Batches and click add. Name your ACH Batches, add the relevant information and click save. ![][1] ## Q: How do I add Other Fee Types? A: User with Adminis…

Creating/Adding Project Types

The Project Type is referenced as the Purpose field within Ventures and is located within General > General tab. In order to add Project Types you must have Site Administrator Permissions. Steps from Ventures: 1. Access the **Administration** Menu (upper right corner) - If you do not see this menu you do not have…

Tracking Screen Out Reasons and Customizing Reasons

Ventures offers a method for you to capture reasons your loan may have been "Screened Out" by SBA. The table labeled **Screen Out Reasons** (within SBA Submissions menu) is for internal purposes only. By reviewing the 'reasons' a loan may have been screened out you could possibly enhance upon or pin-point some areas w…

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. Go to **Administration** > **Reference** > **Loan** > **Loan Types** > Click on the_ Hyperlink of the Loan Type._ ![][1] 2. Fill out the 3 fiel…

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.** * Cli…

Foundational Webinar: Ventures Administration

This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this arti…

Creating/Adding a User Account

To add a new user you must be a Site Administrator for your Ventures site. 1. Click on Administration 2. Click on **User Access** 3. Click on **Users** 4. Click **Add** above the User Accounts list. 5. Complete the fields on the Add User Account window using the following guidelines: * * Enter a user…

Foundational Webinar Series

Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the webi…

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