How to create a new holding account

Version: V4.1.10084
Added on: 06/18/15
Difficulty:

Time: 15 min
Category: Quick Guides

Name	Added On	Difficulty	Time Required	Description
Creating a new vendor	04/01/15		15 mins	In this tutorial you will learn how to create new vendors in Distributions perspective.

Distributions Perspective

Are you ready?

In this tutorial you will learn how to add a new holding account on Distribution perspective.

We are going to create a new holding account with the following parameters:

Code: Tax Account
Name: Local Tax A
Holder Name: John Smith
Account Number: 4099999992
Routing Number: 021000021
Log in to the system using your Username and Password and switch to the Management => Distributions Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Click Newbutton in the top left section of the screen and choose Holding account from the list.
Locate Holding Account Details groupbox
Enter Tax Account into the Codetextbox
Enter Local Tax A into the Nametextbox
Enter John Smith into the Holder Nametextbox
Enter 4099999992 into the Account Numbertextbox
Enter 021000021 into the Routing Numbertextbox
After you are done, your screen will look similar to the screenshot.
Click Savebutton
Congratulations, you are done!

You have learned how to create a holding account.