Release Notes - 2023-03-29
March 29th, 2023 Announcements Ventures Custom Financial Statements You may have noticed we made some changes to our Loan Analysis menu > Financial Statements over the weekend! Your Site Admins can now customize Company Financial Statements Balance Sheet and Income Statement rows, and customize Persona…
Consolidating Financials with Different Periods
The Consolidated Analysis Type option within Loan Analysis > Financial Statements is intended to combine each financial line item from all selected entities with the same periods/number of months. If you wish to consolidate and account for entities with different number of months and/or unlike periods you may st…
Foundational Webinar: Ventures Loan Analysis Menu Overview
This is a previously recorded webinar that discusses a general overview of the Loan Analysis menus in Ventures. Users may also download the Loan Analysis Overview workbook PDF attached to this article. Topics Covered: * Introduction * Administration - System Preferences * Company Statements * Company Statements…
