FlashSpread Bulk Import
You can import financial statements in bulk when the Flashspread integration is enabled. When the import is complete, the system will use the Tax ID in the statements, match them with any entities in your records, and create a spread period for each loan the entity is a part of. Starting the Upload: * Click on…
Credit Memo Personal Discretionary Income (PDI) section mapping to PFS
The Personal Discretionary Income (PDI) in the Credit Memo (CM) takes information from the Personal Financial Statement (PFS) > Personal Cash Flow tab in Ventures and sums the amounts into the respective CM income and expense rows. Below are tables of what rows in your PFS are apart of the amounts in the CM rows.…
