Consolidated Debt Schedule printing within credit memos
Consolidated debt schedules will automatically generate onto credit memos when consolidated financial statements have been created and if there's a debt schedule associated with any of the entities.
Creating Custom Credit Memos
The Web Templates allow users to use the various sections from the Credit Memos to create and customize their own credit memos. These custom credit memos can be used for internal purposes such as internal management approval or loan committee/board review and/or approval. Custom credit memos can be created in one of …
Setting up New Loan Types
You can create your own custom Loan Types using one of the 3 templates that Ventures has to offer (504; 7a; or Commercial). To add a Loan Type: * Click the cog/gear wheel in the menu at the top of the screen to access the Administration page. * When the Administration page loads, click Reference in the menu on t…
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…
