Enable Active Status of Holding Accounts

Use Holding Accounts in the Finance submodule in the Settings module to enable the active status of 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 enable the active status of 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 thta contains the holding account for which you want to enable the active status.
3. In the left pane of the Settings page, click Finance > Holding Accounts.
4. Highlight the holding account for which you want to enable the active status and select the Active check box.