Resolution

An agency can be created from the Agencies and Entities module of the Statement Builder.

Click the Menu icon (stacked horizontal three-line icon in the top left-hand side)
Select Agencies & Entities
Click the + icon above the list of existing agencies.
In the Details tab, fill in the details and information for your agency
1. The Agency Name defined here is what will appear on the statements
In the Entities tab, create the entities that the Agency will be reporting for
1. More than one entity may be added by clicking + icon above the list of existing entities
In the Preferences tab, select the preferences to determine how reporting is handled.
Click Save

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