Delete Holding Accounts

Use Holding Accounts in the Finance submodule in the Settings module to delete 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 delete a holding account:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company from which you want to delete a holding account.
3. In the left pane of the Settings page, click Finance > Holding Accounts.
4. Highlight the holding account that you want to delete, and on the grid toolbar, click Delete Holding Account .
5. In the confirmation dialog box, click Yes.