Entities Tab: Guided Overview

Step 1: Select the Projects tab. From the drop-down menu, select the Entities tab. 

To add a new internal entity, select Add Entity:

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:

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.

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.

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.

Step 6: Choose the desired categories to export. Select Email Export:

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.

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.