Financial Entity

Financial entities are banks used by the organization. Financial entities are created from the Search screen and used in the accounting screens of Nexsure.

To Setup a Financial Entity

1. You must search for a record before entering a new one. On the Primary menu , click SEARCH.
2. From the Entity drop-down list, select Financial Entity, enter search criteria and click Search.
3. If the entity you wish to add is not already in the system, click [Add New Record].
4. On the card file tab, fill in all location and contact information.
5. Click Save.