HTML Error: Copying and pasting text into Narratives
Users need to be cognizant when copying and pasting text into Ventures narrative boxes. Copying and pasting text into the narrative can bring in hidden characters or elements that the user may not see. This could cause an error when generating documents or reports that include narrative boxes fields/merge fields. An …
Payments custom report tips
The following are some tips and tricks to help you create custom Payment reports! 1) You have two options when creating your own custom report: * Mouse over Data in the menu at the top of the screen, in the submenu that appears click on Reports. * Click + Add to create a brand new report with zero parameters…
Payments How to Generate a 1502 Report
You will need to be able to access the Payments main menu tab in order to generate a1502 report. You will be able to generate a report filtered by different loan programs and report types. ***This KB article is for Payments clients that use the 1502 Reporting module*** How to Generate a 1502 report * Click …
