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 - 2023-11-27
NOVEMBER 27TH, 2023 ANNOUNCEMENTS VENTURES Generating a Credit Memo UI changes We have updated the look and feel of making your Financial Statement selections when generating a credit memo! You'll now see a list of each existing financial statement in the loan with buttons to select all, select one, or select…
Generating a Credit Memo
This article is also available as a Video: We have updated the screen where you generate credit memos. * To generate a credit memo, from the main page of the loan, click on Analysis in the loan menu on the left * Click credit memo from the sub menu that appears that appears. When the page loads you wi…
