FlashSpread Bulk Import
You can import financial statements in bulk when the Flashspread integration is enabled. When the import is complete, the system will use the Tax ID in the statements, match them with any entities in your records, and create a spread period for each loan the entity is a part of. Starting the Upload: * Click on…
Copying Existing Financial Periods - Company Financial Statements
When you create a Company Financial Statement in Ventures. You can choose to copy a period from an already existing company financial statement for the company, saving you from having to enter the same period multiple times. You can do this when you are creating a statement, or in an already created statement. This …
