Add New Holding Accounts

Use Holding Accounts in the Finance submodule in the Settings module to add new holding accounts.

To use Holding Accounts in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new holding account:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WokrBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new holding account.
3. In the left pane of the Settings page, click Finance > Holding Accounts.
4. On the grid toolbar, click Add New Holding Account .
5. In the Add Holding Account dialog box, enter or use the drop-down list to select the appropriate information and click OK.
6. To edit fields, double-click on them.