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.…
Release Notes - 2023-04-26
April 26th, 2023 Announcements VENTURES Credit Memo Personal Discretionary Income (PDI) Updates Thank you for your patience as VLT corrects issues, and updates what gets merged to rows, when generating the credit memo from Ventures. You can review the mapping of rows from PFS to the Credit Memo PDI section i…
Release Notes - 2023-05-10
May 10th, 2023 Announcements VENTURES ETRAN Loan Authorization - 504 Lenders Did you know you will need to generate the ETRAN Loan Authorization and stop using the Wizard starting Friday, May 12th? You can generate the Authorization (soon to be known as Terms and Conditions) in ETRAN or you can generate it …
