Steps:

• Navigate to ‘Users’ from the Home screen, select User Privileges tab.
• Now, select the user login id and check access privileges as Full/Partial/None.
• Assign privileges based on your choice, by expanding Core Nimble Accounting.
• Select the privilege from dropdown and click on Apply.

Was this helpful.

Steps:

• Navigate to ‘Corporation’ from the home screen, select ‘Corporation’.
• Click on Add New. Input the Corporation details, Contact details, financial settings, Chart of Accounts & Attachments.

Note:
a) To create a corporation, user must cross check corporation count in their subscription.
b) User has to select either from default or import custom of Chart of Accounts.

Was this helpful.

Steps:

• Navigate to ‘Users’ from the home screen.
• Click on ‘Role' tab, and hit ‘Add New’ button.
• Input Role Name and add Description.
• Click on ‘Save & Next’.

Assign role privileges by selecting ‘Access Privileges’.

Was this helpful.

Steps:
Nimble’s efficient support team will help you through the initial setup of your account and take you through a step by procedure.
Here’s what you need to get started with Nimble:

• Corporation Name
• Logo
• Chart of Accounts

Was this helpful.

Yes it is, both master and the sub user who are enrolled in the subscription can access their accounts simultaneously from anywhere at any time.

Was this helpful.

Steps:

• Login to your account.
• Navigate to Corporation section from the Homescreen.
• Click on Corporation.
• Mouseover to the right side top of the window.
• Click on the Add New button.
• Enter corporation name, select property type & hotel chain.
• Select the service type.
• Now, mark the Apply checkbox, which is right beside Default Configuration.
• Markout all the fields including, Default COA, Income Statement Configuration, Daily Sales Configuration and Budget Configuration.
• Select all other mandate fields, followed by contact details, financial settings and browse attachments if any.
• Once done, click on the Save & Close button.

Was this helpful.

Steps:

• Login to your account.
• Navigate to Navigate to Dashboard Setting screen (Home>User Setup>Dashboard Settings).
• Select User and Enable / Disable the dashboard feature of your choice.
• Click on Save.

Was this helpful.

Steps:

• Login to your account.
• Navigate to right side top of the window on your profile icon.
• Click on the drop down & Account Settings button.
• Here, you can change the password, set Email Alerts, view grid settings and transaction settings.

Was this helpful.

Steps:

• Login to your account.
• Navigate to right side top of the window on your profile icon.
• Click on the drop down & Account Settings button.
• Here, you can set the preferences of your choice.
• The next time you login to Nimble, the selected preferences will be set.

Was this helpful.