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…
Loan Analysis Menu Webinars
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Loan Analysis Menu in Ventures. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the webinar. Click this icon to make the Table of Contents appea…
