Search for Holding Accounts

Use Holding Accounts in the Finance submodule in the Settings module to search for 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 search for 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 that contains the holding account for which you are looking.
3. In the left pane of the Settings page, click Finance > Holding Accounts.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the holding account.