Adding Entity Types in Customizations

Firm360 comes with global default entity types such as Individual, Partnership, S Corp, etc.

However, if you do not see an entity type that you use, you are able to add one in the Customizations tab on the black ribbon.

 

Here's how:

1. Navigate to Customizations under Admin on the black ribbon on the left.

2. Select Entity Types

 

3. Once the Entity Types window display, select Add Entity Type on the bottom right corner.

4. Add Entity Type window will pop up and this is where you will type in the new entity type that you want to add. 

5. Save

 

Related Articles:

Changing Client's Entity Types 

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