Can I add a date field in Ventures?
You can add custom fields including dates to the Loan Log or other standard objects, or any custom objects you would like. Click here for an in-depth KB and video covering standard objects like the Loan Log, custom objects, custom fields and how to add them. To add a custom field to the Loan Log, you will need …
Payments Adjustment Transaction Types
This article will explain what each Adjustment transaction type can adjust within your borrower's payment account. There are 3 transaction types that are labelled as Adjustment: * Total Amount Due * Due Date * Interest Paid to Date What does the Adjustment: Total Amount Due transaction type change? * T…
