Create a Bank Account

Administrators can create bank accounts to send payments to the proper GL Account when financial transactions are exported from Nimble AMS.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Entities.

3. Select a list view—like All Active Entities—and click Go!

4. Click Edit next to the entity you want to modify.
5. In the Entity Payment Methods related list, click New Bank Account.

6. In Bank Account Name, enter a name describing the bank.

   

   A good bank account name clearly describes the bank account used to receive payments. For example: Bank of America - Checking

7. In Bank GL Account, enter the name of the GL account to send payments to when this bank account is assigned to an entity payment method, click 

   

   Nimble AMS, Staff View, Button, Lookup, and select the GL account. 
8. Entity is populated. 
9. Status is populated. 
10. Click Save.