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 e…
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. **_How to Generate a 1502 report_** 1) Click on the **Payments** main menu tab on the upper right hand site of your Ventures…
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: * Click **+ Add** to create a brand new report with zero parameters, fields, and filters pre-populated **OR** * Click on the double page icon next an existing System or …
