Add New Holding Accounts

Use the Holding Accounts submodule to add new holding accounts.

To use the Holding Accounts submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new holding account.
3. In the left pane of the Settings screen, 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 applicable information and click OK.
6. You can edit the different fields by double-clicking on the corresponding field.