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Showing articles from Financial Statement tag

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.…

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