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  • Entities Tab: Guided Overview

Entities Tab: Guided Overview

Step 1: Select the Projects tab. From the drop-down menu, select the Entities tab. 
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To add a new internal entity, select Add Entity:

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Step 2: Complete the necessary fields be. Note: The Tax ID Number is used in our K-1 Bulk Uploader tool and will need to be populated if that tool will be used. The type of Tax ID is also required to be chosen. Select Save:
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Step 3: If you are planning on using our NACHA file creation functionality or receiving payments from investors, make sure to add a bank account in the Bank Accounts tab. Click + Add Bank Account.
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Step 4: Complete the required fields. The top Bank Account section is for the bank that you would like incoming money sent to (Ex: Investments). The ACH Information section towards the bottom is for any money being sent out (Ex: Distributions/NACHA). Select Save. For more details on NACHA setup, see Getting Started with NACHA.
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After saving, the newly added bank account will display, and the newly added internal entity will be added to the list.

Step 5: To export entity information, select Export by Investment at the top left.
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Step 6: Choose the desired categories to export. Select Email Export:

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Step 7: A secure email will be sent to your inbox. select the link to download the file. Note: The email link will expire in 4 hours.
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Step 8: To Edit an existing entity or export that specific entity’s information, select the options drop-down arrow to the left of that entity.
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