(800) 234-1111

FINPACK News

Take Note

by | Sep 14, 2018

At times it is necessary and desirable to add notes in a FINPACK file.  Notes are a log of important items related to the specific FINPACK tool they are attached to.  Notes are often used to provide additional information related to the customer and the specific FINPACK tool.  Notes can give additional detail and further outline methodology used for FINPACK users.  For example, a Note can be added on a balance sheet to further describe the details of contracted grain.  Or a Note can be added to a cash flow projection to outline the procedure used and thought process behind a loan restructure proposal.

Creating a Note

FINPACK Notes are simplistic to use.  To create or edit a Note, simply go to the Notes icon on the FINPACK toolbar.

Notes

Notes are available in all FINPACK tools.  A Note attached to a FINPACK tool can be any length and in any format.  Notes can be typed elsewhere and copied and pasted in FINPACK.  When printing, a Note associated with the output can be printed and attached to the financial statement.

Each tool or part of FINPACK maintains Notes independently.  For example, a Note attached to a tax form will not print with the output of a Schedule F Cash to Accrual Analysis or a C & I Business Analysis.  The Notes would be included with the output of the associated tax form.

Summary

Use Notes in FINPACK to track important details related to customer financial statements.  Notes can help give greater details within FINPACK, giving greater context to reviewers of FINPACK data.

 

Latest News
2022 FINPACK Lenders Conference

2022 FINPACK Lenders Conference

The 2022 FINPACK Lenders Conference will be held in-person in 2022. Conference Information Date: December 13-14, 2022Location: Radisson Blu Mall of America - Bloomington, MN Dr. David Kohl returns to the FINPACK Lenders Conference + a full lineup of speakers. We will...

FINPACK Digest – June 2022

FINPACK Digest – June 2022

Credit scorecards, the FINPACK advanced training survey, register now for Lender training, and The FINPACK digest is published every month and links to all the FINPACK News post published in the previous four weeks. Want notifications on FINPACK news posts sooner?...

Training & Events Update

Training & Events Update

October training for Lenders, Training for Educators and Professionals, and save the date for the 2022 FINPACK Lender's Conference FINPACK Training for Lenders in October Registration is open for the next FINPACK Lender training on October 11th and 12th on the...

How to Design and Use Credit Decision Scorecards

How to Design and Use Credit Decision Scorecards

Using Credit Decision Scorecards in your credit decisioning represents a convenient way to 'filter' loan applications. By applying some basic criteria, you can quickly decide if a credit request is straightforward and can be approved or denied as is, or if it needs...