Delete Holding Accounts

Use the Holding Accounts submodule to delete 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 delete a 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 from which you want to delete a holding account.
  3. In the left pane of the Settings screen, 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.