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Showing articles from credit memo tag

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 t…

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. ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpventures_kb_attachments/2018/06-28/a522d54f-337e-40c1-953…

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 Administration in the menu at the top of the screen. * When the Administration page loads, click Reference in the menu on the left. * From the Reference sub-men…

Foundational Webinar: Ventures Loan Analysis Menu Overview

This is a previously recorded webinar that discusses a general overview of the Loan Analysis menus in Ventures. Users may also download the Loan Analysis Overview workbook PDF attached to this article. Topics Covered: * Introduction * Administration - System Preferences * Company Statements * Company Stateme…

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