Search for Holding Accounts

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