You can access the Issue Overview feature by first selecting a series via the Profile Summary page. You then can click a specific obligation or set of issues to pull up the debt service schedules for your selection.
From the debt service bucket view, you can click in title box containing the series name of whichever issue you'd like to further drill-down on. This will then isolate your selected series, allowing you to select from three tabs: Debt Service, Charts and Overview.
The Overview screen provides a variety of specific useful information for your selected series.
Description. Provides a more detailed summary of the use of proceeds of the selected issue.
You can create a Description via the "Edit" button located to the top right of the Description box.
Call Dates. Outlines the call date(s) of the selected series. This is where you will see all of a series' call dates and their respective prices.
General Ledger ("GL") Numbers. Provides the GL numbers for the principal and interest payments associated with the selected series.
Files. Includes the source document associated with the selected series, and will eventually house any additional files that are connected to the selected series. This could include material event notices from EMMA among other items.
Notes. Reflects any notes associated with the selected series.
This does not reflect any user notes that were added via the Profile Summary page, but rather any notes that were associated with the series and can be seen on the Debt Service Schedule page.
You can add Series Notes via the "Edit" button located to the top right of the Description box.
User Notes. These are the notes that you want to be visible from the Profile Summary Table. You can create a new user note via the "Create Note" button located to the top right of the User Notes box to share with your team.
You can add User Notes via the "Edit" button located to the top right of the Description box.
This will also Include any user notes that were added to the selected series by Team Members utilizing the notes function on the profile summary page.