PSA L&P - Account Segments: How to add an entity

How to add an entity 

Go into Setup → Entities → New Record and fill in the Description and Code for the new entity then click Submit. If you are in a diocese the diocese will need to add the entity or give you permissions for the entity. This information is for churches that are not using the diocese Chart of Accounts

Note: You can use the quick find to see the existing entities.   

Related Articles

How to delete an Entity

How to merge Entities


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