Creating New Entities

The Create New Entity Wizard creates entities. New entities can be based on templates or entities in the database.

  To create entities:

  1. Select Server then Create New Entity.

  2. In New Entity Name, enter a name for the entity.

    The name must be unique.

  3. In Modeled On, enter the name of an entity on which to base the new one.

    Optional: Click Browse to search entities.

  4. Optional: Select Keep Modeled on Entity's Data.

    • Selected—copies all data.

    • Deselected—copies only the account and time period structure.

  5. Click Next.

    See Storing Entities.